Manage Accounts

Accounts are the retail stores that you visit.

You can store information about customers, stores, businesses as accounts. Here's what you can do when you work with Accounts:

• Add information about store type, URL, primary contacts.

• Associate with cluster, price book, assortment, and segment.

• Authorize coupon payment and currency.

• Generate print templates.

• Mark certain accounts as distributors.

• Source ordered products from accounts or its distributors.

You can assign a field salesperson as the owner and views account details using the Accounts infolet to quickly see analytics. You can either create accounts or import them.

While working with a route, you can view the details of the visits for an account. You can also track your shelf stock and place orders for inventory. Each account has an associated shopping cart for adding products for that account. Lastly, account managers and sales managers can set up monthly sales targets for each account their team manages.