Account, Contact and Addresses

Accounts

Account is a standard object that represents a company, organization, or customer. Accounts can have multiple contacts associated with it

Steps for creating accounts are as follows

4. From the Accounts section, click on Accounts.   

 5. On the account creation screen, enter all the required fields like name, account profile, and order profile.

6. Click on “Create Account.”

Contacts

Contact is a standard object that represents an individual person associated with an Account. Contacts are typically used to store and manage information about people within a company or organization. Contacts are linked to Accounts; in order to create a contact, an account should already be created. There can be many contacts associated with a single account.

Here are the steps to create a Contact

1. In the Epos screen, go to the Accounts section.

2. From the Accounts section, click on Contacts.

   (The account you created should be auto-populated on the contact screen)

3. On the contact creation screen, enter all the required fields like account, first name, last name, etc.

7. Click on “Create Contact.”

Address

Address refers to the physical location information associated with various records, such as Accounts and Contacts. It typically includes details such as street address, billing address, shipping address, city, state or province, postal code, and country. This information helps organizations track the geographical locations of their customers or business partners.

Here are the steps to create an Address

1. In the Epos screen, go to the Accounts section.

2. From the Accounts section, click on Address.

(The account and contact you created should be auto-populated on the address screen)

3. On the address creation screen, enter all the required fields like account, contact, city, address line 1, postal code, country, etc.

6. Click on “Create Address.”