Account Lists allow you to group different Account Types into lists and then segment the lists available for display by user profile.
Go to Settings -> Accounts -> Account Lists
Account Lists are comprised of Account Types that were loaded to Pepperi. For details on how to load Account Types see: Account Types.
Click + Account List
Name: Give the list a name
If you loaded branches or chain stores - (How To Upload Multiple Locations for Accounts (branches)
- View Main Account only - will show only the main "parent" in the Account list. The branches will be listed underneath it in the Account information view, however you will not see each Account as a separate customer with its own Account Dashboard and statistics. When you tap on the main Account to place an order, you will then need to select the branch the order is for in the Order details form. (The Billing Address will remain of the main parent, and the Shipping Address will be based on the branch you select.) All Orders and Activities listed in reports and Activity Lists will appear as under the main account.
- View all Accounts - shows all branches listed as individual Accounts in the list. You can then place an order for each branch just as you would for a regular Account, with its own Account Dashboard and statistics. (No need to select a branch in the Order details as in the option above.) All Orders and Activities listed in reports and Activity Lists will appear as under each individual Account.
If you did not load any branches/chain stores then leave the default option selected ("View Main Account only").
Type: Tick the Account Types to include in the list
After clicking Save the Forms tab will appear. Configure the layout of the columns in this Account List in the forms tab for the relevant user profiles.
Edit the user profile you wish to configure the layout for. Add fields to the layout and edit their titles if needed.