Accounts in the system refers to any type of entity or person that will be connected to your orders. For example, you can have vendor accounts and customer accounts. An account type must be designated for each account. There are default account types, but you can also create new types to better match the terminology and use cases of your particular organization.
- You will see the window of existing account types.
- Click the ADD button to add a type.
- In the field that comes up, enter what you want to name the account type.
- Click CREATE.
- You may now choose this type when creating an account. This can also be used in account imports.