Prerequisites
- To access the "Account" Maintenance Menu, the following Operator Privileges will need to be enabled
- Operator Maintenance 'Maintenance' Tab
- Operators: "View Operators" Flag
- All "Accounts & Memberships" Flags
What is an Account
Accounts in Bepoz have numerous purposes and functionalities which can include:
- Assigning Account Groups or Individual Accounts particular Pricing and Point Profiles
- Can be used for Membership systems
- Account and Sales tracking and monitoring
- Providing Discounts and Account Credit
- Tailored Promotions
"Account List" Tab and Header
After Going to Maintenance and selecting Account you will be presented with this screen, explained below:
Even though the Account List is a live view of the Database, it is treated as a report with all the same Report Tools:
a. Print List - Will bring up the Print Dialogue box with options to Print the List
b. Save Report - Will bring up the Save Report Dialogue box with options to Save the Report
c. Export list - Will bring up the Export List Dialogue box with the options to Export
d. Hide headers - Will hide the bar above the report
e. Account Search - Will bring up the Account Search box as below:
f. Add New Account - Start the first step in Creating a New Account
g. Edit Account - Use to Edit the highlighted Account
h. Account Profiles - Will bring up the Account Profiles Window
i. Add New Group - Start the first step in Creating a New Group
j. Group Tree List View - Full Tree [Full structure], List Only [list of Sub-Groups], Hide List [list of Alphabetical Accounts]
k. Profile - Account Profile selector
l. View - This is the Layout of the columns in the report. Click this button to add or Edit a View. The View drop down is list of the different saved Views.
m. Filter - Turns on the Filter option. Used for narrower investigating of Reports
n. Sub Accounts - Breaks down the groups and shows only a list of Accounts
o. Inactive - If On, will show any Inactive [disabled] Operator in Red text.
p. Edit Mode - If On, certain fields of the Operator List View can be edited without entering the Operator.
q. Account Data Line - Generated report data of listed Accounts