Creating a subaccount allows you to create an account within an existing account, which is useful for organizing larger accounts and keeping track of various budget details and expenses. For instance, a customer might set up subaccounts for each department to make record-keeping easier.
Follow the steps below to create a customer subaccount:
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Open Backoffice.
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Click “Customers” in the Main Navigation menu, and select “Customers” from the scrollable dropdown.
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Search and select the relevant customer in the search bar.
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Navigate to the “Sub Accounts” tab in the Customer Actions menu on the left.
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Click “Add New” to create a new sub-account for the customer.
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Select “Sub With Balance On Base” in the type dropdown menu.
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Enter the Subaccount Number and Name.
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Click “Save” at the top right of the page. This will enable the selection of a subaccount when creating an order for this customer.
