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Create Permanent / Temporary House Account .ng

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Select More from the Dashboard sidebar menu.

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Select House Accounts from the expanded sidebar menu. The House Accounts page loads, showing details of all in house accounts.

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Select Add House Account.

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The New House Account popup activates.

  • Enter the account Name and Account Number.

  • Toggle the Type slider to “Temporary” or “Permanent”.

  • Enter Remarks (if any) and the PO Number associated with the account (if any).

  • The account Open Date defaults to today’s date. If a temporary account, enter an End Date.

  • Select Market Segment and Local Market Segment from dropdown, if applicable to your setup.

Select Create House Account, which is enabled when entry of account details is complete.

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