The Accounts module in Crunchwork enables your business to store key information on clients or partners that you service. Each account has the capability to store key contacts, a relevant post code, and linking to a parent account. We recommend setting up your accounts within Crunchwork for the following reasons:
A central storage place for client and partner information
Better understanding of client and partner locations, and locations that they service
Report on account activity and gain insights via dashboards and analytics
Make more personalised and accurate quotes based on account information
We recommend setting up your accounts first before moving on to Zones and your Catalog.
Creating a new Account
To create a new account, use the panel on the left hand side of the screen to select "Create Account".
Follow the prompts on the next page to fill the relevant information for your account. Take special note of the postal code assigned to the account, as this will link the account to zones associated with that postal code.
Did you notice there is a drop-down option titled "Parent Account"?
Using this drop-down will load your current list of accounts so you can choose the parent company of any sub-brands that you service.
Don't forget to hit "Save" - it's in the top right hand corner of your page.
Choosing Markup/Margin Terminology
You can choose whether you display the term 'Markup' or 'Margin' on any financial documents relating to the account using this field:
When choosing an option here, you will see that term being used on:
Quotes total boxes
invoices total boxes
For example, this account has 'Margin' selected.
Additional Action Buttons
Eye Icon: View an account
Bin Icon: Delete an account
Editing an Account
To edit an account, you can either use the panel on the left-hand side of the screen to search for a specific account, or you can scroll through the account list on the righ-hand side.
Once you have located the account you wish to edit, click on the Eye Icon, under 'Actions'.
This will open the specific account's details - you can then proceed to edit any of the fields.
Once you have made your changes, don't forget to hit "Save" - it's in the top right-hand corner of your page.
Disabling an Account
Should you need an Account to be disabled, please contact the Coda Support Team, and they can assist in completing this.