Support Center

Buying Accounts

Buying Accounts are used to manage your addresses for billing and shipping here.

Creating a Buying Account

  1. Go to the settings page by selecting Settings from the top right menu.
  2. Select Buying Accounts from the left hand menu.
  3. Click the green New button to add a new buying account.
  4. Fill out the fields on the Details tab.
  5. Click Save.

These fields are required *

Code Reference code for the Buying Account.
Name * Type the name of the buying account. 
Website Enter the company website address here.
Main Contact Details Contact details for other companies to contact your company with.
Company Registration Number Enter your CRN here if relevent.
VAT Registration Number Enter your VAT number here if relevent.
Logo Image Click the upload icon to select or upload your company's logo image file.

 

Creating a Buying Account Address

  1. Go to the settings page by selecting Settings from the top right menu.
  2. Select Buying Accounts from the left hand menu.
  3. Select the Buying Account that you wish to add a buying account address for.
  4. Select the Addresses tab.
  5. Click the green New button. 
  6. Set the Address Type to Billing, Shipping, Billing & Shipping or Pick Up based on your preferences.
  7. Enter an Address Reference and the Org./Company Name. Optionally enter other details.
  8. Click Save.

These fields are required *

Active? Set this option to make this address active. If the option is cleared, this address will be inactive and therefore not visible. However, the address record will remain in the database.
Type * Choose the type of address. The options available are: Billing & Shipping, Billing, Shipping and Pick Up
Default Billing Address Set this to make this address the default billing addressfor new requests.
Default Sipping Address Set this to make this address the default shipping address for new requests.
Address Reference * Type a reference or cost code for the address record. For the first address record, this defaults to the buying account number.
Org./Company Name * Type a name for this address. For the original address record, this defaults to the buying account name.
Department Type the name of the department for this address.
Address Use the boxes provided to type the supplier street and locality address details.
City/Town Type the name of the city or town for this address.
State/County Type the name of the state or county for this address.
Post Code Enter the post or zip code for this address.
Country Type the country name for this address.
Telephone Enter the telephone number for this address.
Fax Enter the fax number for this address.
Mobile Enter the mobile number for the contact at this address.
Website Type the website URL for this address.
Email Type the email address for this address.
Contact First Name Type the first name of the contact at this address. 
Contact Last Name Type the last name of the contact at this address.
Contact Position Type the job title or job position for the contact at this address.
Comments Type any comments about the address that you want to display.
Document Handler Use these fields to select a document handler to use with this buying account address.

 

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