====== Edit Account Information ======

Here is the video that covers this content:

[[accountmanagement1:newtopic6:videditclient|How To Edit A Client Account And Account Field Definitions]]

===== How To Change Account Information =====

  * In Liberty Inventory, Lookup the [[accountmanagement1:trainingaccoverview|account.]]

> {{accountmanagement1:editaccountinfo_image39.png|image39.png}}

===== Basic Customer Information =====

This portion of the account is self explanatory. It covers the Account Number Name, Company and Account Type.

  * **Account Type** : There are two account types to choose from.
    * **Client** : A client account type is used for customers who wish to consign or purchase items from the store.
    * **Store Account** : A store account is used to reflect the account is used for store purposes like selling items that would not have consignment obligation if the item is sold, and store owned items.

Note: The Account Type can only be changed before any items have been added to the account. Once the first item has been added to an account it is no longer possible to change the Account Type. Retail Vendor accounts can be found by selecting the Vendor List Button at the top of Liberty.

===== Contact Information =====

  * **Address** : Enter the Customers Address Information here. \\ {{accountmanagement1:editaccountinfo_image40.png|image40.png}} \\ Click on the dropdown arrow to create other Addresses, Edit or delete the current address. The star next to the name of the address indicates the Mailing address. \\ {{accountmanagement1:editaccountinfo_image41.png|image41.png}}
  * **Mailing Address (Check Box)** : Check this box to make the current displayed address the Mailing Address. \\ {{accountmanagement1:editaccountinfo_image42.png|image42.png}}
  * **Phone #** : Enter in the Phone Number of the customer. \\ {{accountmanagement1:editaccountinfo_image26.png|image26.png}} \\ Select the dropdown to add more Phone Numbers, edit or delete the current Phone Number. The Star indicates the Primary Phone Number \\ {{accountmanagement1:editaccountinfo_image34.jpg|image34.jpg}}
  * **Primary phone Number (Check Box)** : Select this check box for the current number to make it the Primary Phone Number. \\ {{accountmanagement1:editaccountinfo_image27.jpg|image27.jpg}}
  * **Email** : Enter in the **Email** Address of the customer. \\ {{accountmanagement1:editaccountinfo_image29.png|image29.png}} \\ Select the dropdown to add more **Email** Addresses, edit or delete the current **Email** Address. The Star indicates the Primary **Email** Address. \\ {{accountmanagement1:editaccountinfo_image38.png|image38.png}}
  * **Primary Email Address (Check Box)** : Select this check box for the current **Email** Address to make it the Primary **Email** Address.

Note: Primary email address on an account must be unique if you plan to use Consignor Login or the Customer Connector. See

  * **Send Email (Button)** : Selecting the Send **Email** Button will initiate email composition to be able to send an email to this customer. \\ {{accountmanagement1:editaccountinfo_image35.png|image35.png}}

===== Account Specifics (Part 1 ) =====

{{accountmanagement1:editaccountinfo_image15.jpg|image15.jpg}}

  * **Form Of Acquisition** : Use Form Of Acquisition to set the default Form O Acquisition for items added to the account. For more details see [[inventorymanagement1:oneofakinditems:consignmententry|Item Entry]]. \\ {{accountmanagement1:editaccountinfo_image12.jpg|image12.jpg}}
  * **Birthday** : Use the **Birthday** dropdown to track Birth Months of consignors for promotion purposes. \\ {{accountmanagement1:editaccountinfo_image31.jpg|image31.jpg}}
  * **Referred By** : Click on the browse portion of **Referred By** to select the account of the person who referred them. Click the X to removed the **Referred By** details. \\ {{accountmanagement1:editaccountinfo_image3.jpg|image3.jpg}}
  * **Receive Email (Check Box)** : Check this box if the customer has indicated they wish to be contacted by email. \\ {{accountmanagement1:editaccountinfo_image19.jpg|image19.jpg}}
  * **Receive Mail (Check Box)** : Check this box if the customer has indicated they like to contacted by Mail. \\ {{accountmanagement1:editaccountinfo_image14.jpg|image14.jpg}}
  * **Receive Marketing Email (Check Box)** : Check this box if the customer has indicated they would like to be contacted with Marketing emails. \\ {{accountmanagement1:editaccountinfo_image16.jpg|image16.jpg}}

Note: In order for a customer to receive marketing email, they must have Received Marketing Email Check Box checked off and an Email in the Email field. See [[wordprocessor:wordprocessoroverview|Word Processor Overview]] for more details.

  * **Upload Account Info. (Check Box)** : Check this box off if customer wishes to be able to check any funds due to them through Consignor Login. \\ {{accountmanagement1:editaccountinfo_image30.jpg|image30.jpg}}
  * **Allow Donate (Check Box)** : If the customer has indicated that after a specified time period they do not want the items back and are willing to donate them to a charity, check off the Allow Donate Check Box. \\ {{accountmanagement1:editaccountinfo_image32.jpg|image32.jpg}}
  * **Bad Checks (Check Box)** : Use this indicator to indicate the customer has issues Bad Checks in the past and is not allowed to use Check as a form of payment. \\ {{accountmanagement1:editaccountinfo_image22.jpg|image22.jpg}}
  * **Layaways Allowed (Check Box)** : Check this box if the customer is allowed to put items on Layaway. \\ {{accountmanagement1:editaccountinfo_image20.jpg|image20.jpg}}
  * **Preferred Price Code** : This is the default price code items will get when entered into the account. To change the default Price Code, click the dropdown box and select the new price code you wish to be associated with the account. \\ {{accountmanagement1:editaccountinfo_image10.jpg|image10.jpg}}
  * **Payment Account** : Payment account is the default account the consignor will be paid with when being paid for items that have sold. Click the dropdown to change the payment account. \\ {{accountmanagement1:editaccountinfo_image1.jpg|image1.jpg}}
  * **Fee Frequency** : Use Fee Frequency as a tag to make the account associated with the type of desired frequency. Select the dropdown to change the Fee Frequency. See [[setup:maintainmenu:feefreq|Fee Frequencies]] for more details. \\ {{accountmanagement1:editaccountinfo_image5.jpg|image5.jpg}}
  * **Rating** : **Rating** is a way to rate customers based on various reason. The rating system then can be used to further define reports based on customer accounts. \\ {{accountmanagement1:editaccountinfo_image13.jpg|image13.jpg}}
  * **Next Item Number** : This number defines the next number that will be assigned to the next item entered. You can change this number. If the number you change to has already been used, it will skip that number and proceed to the next available number. \\ {{accountmanagement1:editaccountinfo_image4.jpg|image4.jpg}}
  * **Website** : If the customer has a website such as facebook, or an online store of their own, it can be entered here. \\ {{accountmanagement1:editaccountinfo_image7.jpg|image7.jpg}}
  * **Created** : This is the date the account was created in Liberty. \\ {{accountmanagement1:editaccountinfo_image8.jpg|image8.jpg}}
  * **Last Update** : This is the last time the account information has been modified. \\ {{accountmanagement1:editaccountinfo_image18.jpg|image18.jpg}}
  * **Last Purchase** : This is the date the account made a Purchase int e POS. \\ {{accountmanagement1:editaccountinfo_image17.jpg|image17.jpg}}
  * **Last Item** : This is the last time an item was added to the account. \\ {{accountmanagement1:editaccountinfo_image24.jpg|image24.jpg}}

===== Account Specifics (Part 2) =====

  * **Last Fee** : This is the last time a fee was applied to the account through a Group Deductions. For more informations, See [[setup:maintainmenu:groupdeductions|Group Deductions]]. \\ {{accountmanagement1:editaccountinfo_image37.jpg|image37.jpg}}
  * **Inactive Date** : If the account was made inactive, the date in which it was inactivated will be shown here. \\ {{accountmanagement1:editaccountinfo_image36.jpg|image36.jpg}}
  * **Credit Card Fee (%)** : Credit Card Fee Percentage can be used as a way to recoup fees for credit card percentages. \\ {{accountmanagement1:editaccountinfo_image28.jpg|image28.jpg}}
  * **Old Account Number (User Field 1)** : If the account came from different Consignment Software, then that number will be displayed here.

Note: Old Account Number is actually User Field 1. By default, when an account conversion is done from another consignment software, the old account number is entered here.

> {{accountmanagement1:editaccountinfo_image25.jpg|image25.jpg}}

  * **User Fields 2 - 15** : User fields 2-15 are used for storing information that does not have a dedicated spot anywhere else on the account. These fields can be renamed by going to **Setup > Maintain > Client User Fields**. See [[setup:optionalsetupsteps:general:definecustomnames|Client User Fields]]for more details. \\ {{accountmanagement1:editaccountinfo_image23.jpg|image23.jpg}}
  * **Filter Codes** : Filter Codes are a way to flag an account for reports running purposes. See [[setup:maintainmenu:filtercodes|Filter Codes]] for more details. Accounts can have more than one Filter Code. \\ {{accountmanagement1:editaccountinfo_image21.jpg|image21.jpg}}
  * **Charity Donation** : If the customer wishes to make charity donations to a specific charity, select the dropdown box and choose the charity you wish to assign to the account. For more information, see [[setup:maintainmenu:charities|Charities]]. \\ {{accountmanagement1:editaccountinfo_image21.jpg|image21.jpg}}

  * **Last Contract** : This will show the date of the most recent contract generated for the account. \\ {{accountmanagement1:editaccountinfo_image6.jpg|image6.jpg}}
  * Digital Payout ID (Legacy Version)
    * **PayPal:** with **Email** and **Phone** selected, you can fill out these criteria for Paypal only. **Email is recommended over Phone for Paypal.**
    * **Venmo:** “**Other”** should be selected along with the **Venmo** being checked on, in order to fill in the phone number of the client. **Phone number works best for Venmo in this particular feature.** \\ {{accountmanagement1:editaccountinfo_image11.png|image11.png}}

This feature is only available in 6.1b, 6.1c, 6.2a, and 6.2b. Our ACH Resalewallet is now the main digital payout option and is more functional compared to this legacy feature. Learn more: [[resalewallet:resalewalletachovr|ACH ResaleWallet Overview]]

  * **Digital Payout ID (Current Version):** Input the email address that the consignor wants to receive their payments to. \\ {{accountmanagement1:editaccountinfo_image33.png|image33.png}}
  * **SMS Opt In:** For future implementation of an Liberty SMS feature. \\ {{accountmanagement1:editaccountinfo_image9.png|image9.png}}
  * **Allow Kiosk Dropoff:** This toggles whether or not the account holder may create their own Dropoff from the Liberty Kiosk app. \\ {{accountmanagement1:editaccountinfo_image2.png|image2.png}}
==== Next Article In Section ====

Click the following link to move to the next article in this section: \\ [[:accountmanagement1:addressphonenumber|Add Multiple Addresses and Phone numbers]]

==== Related Topics ====

[[accountmanagement1:editaccountinfo]]
[[setup:maintainmenu:charities]]
[[setup:maintainmenu:filtercodes]]
[[inventorymanagement1:itementrywindow]]
[[wordprocessor:wordprocessoroverview]]
[[setup:maintainmenu:groupdeductions]]
[[setup:maintainmenu:clientuserfields]]
[[accountmanagement1:newtopic6:videditclient]]
[[accountmanagement1:trainingaccoverview]]
[[accountmanagement1:addnotesacct]]
[[accountmanagement1:addressphonenumber]]