====== Training - Accounts Overview ======

~~CONTEXTID:180~~

~~OLDHREF:trainingaccoverview.html~~

===== Client & Store Accounts =====

For each **consignor** or **customer** that provides merchandise for either consignment or purchase/trade,  you will  need to create an **Account** to keep track of **inventory** and transactions. After you create an **account**, you can begin adding **inventory**. If you also like to keep records of **customers** (people who make purchases only in your store) you can create an **account** as well.

How To Create A Consignor/Customer & **Store Account**

  - In **Liberty**, click on **Account List**. \\ {{libertyreact:lib:newitem6082.png|NewItem6082.png}}
  - Click the **Add Account** button. \\ {{libertyreact:lib:newitem6081.png|NewItem6081.png}} \\ The **Add Account** Dialog box appears. \\ {{libertyreact:lib:newitem6080.png|NewItem6080.png}}
  - Fill out the **account details** to finalize creating an **account**. \\ Note: From the **Account** Type Drop Down, you can specify the **account** as a **Client**/Consignor or **Store Account**. \\ {{libertyreact:lib:newitem6079.png|NewItem6079.png}} \\ **Client**: this **account** type is used for consignors and **customers**. \\ **Store Account**: use to create accounts for merchandise purchased by the store, such as from liquidators, garage sales, owners and/or employees personal belongings, etc. \\ Note: Only **Client** and **Store Account** can be created from the **Add Account** Menu Option. For **Retail Vendor** Accounts, please see below for further instructions on how to create a **Retail Vendor** **Account**. \\ **Retail Vendor** **Account** \\ **Retail Vendor** Accounts are accounts where **inventory** is purchased from a **Retail Vendor**. Often these items are bought in quantities. Retail items are always purchased by the store. \\ \\  To access **Retail Vendor** accounts in **Liberty REACT**:
  - On **Inventory Module**,  click on **Vendor List** \\ {{libertyreact:lib:newitem6078.png|NewItem6078.png}}
  - Once you are on **Vendor List**, you can view all accounts,  Select **Add Vendor**. \\ {{libertyreact:lib:newitem6077.png|NewItem6077.png}} \\ The **Add Vendor Account** dialogue box will open. \\ {{libertyreact:lib:newitem6076.png|NewItem6076.png}}
  - Fill out the **account details** to finalize creating an **account**. \\ {{libertyreact:lib:newitem6075.png|NewItem6075.png}}
==== Next Article In Section ====

Click the following link to move to the next article in this section: \\ [[:accountmanagement1:newtopic44|Add an Account]]

==== Related Topics ====

[[accountmanagement1:trainingaccoverview]]
[[accountmanagement1:newtopic44]]
[[tutorial:trainingmode]]
[[accountmanagement1:addnotesacct]]
[[accountmanagement1:addressphonenumber]]
[[accountmanagement1:applygroupdeduct]]
[[accountmanagement1:bulkchangepc]]
[[accountmanagement1:clientimportexport1]]
[[accountmanagement1:creatingnewmaint]]
[[accountmanagement1:customizeaccount]]
[[accountmanagement1:deactivatingacct]]