SupplyPro's Account Manager link accesses the Account List page to display
your company’s accounts along with their current status. From this page
you can perform the following tasks:
In the Account
column, click the account name link to access the Account Detail page.
Update the required information
on the Account
Detail page, account name and address, as well as the following:
If you are using SupplyPro's
catalog module, the Supplier Control
section will include lists for selecting a pricesheet and an exclude list.
See the applicable catalog topics for details on adjusting these default
selections.
Click the Update
Account button to save your changes.
To add or remove users from
the account, click the Assigned
Users tab and select or clear user name check boxes as needed.
Click the Update
Users button to save user assignments.
Edit another account at any
time by choosing the account name from the Select
Account list at the top of the page.