http://he-4b30ddbe95e24e2195609483dad8abbc.ecs.us-east-1.on.aws/ 2026-06-18T22:42:45+00:00 http://he-4b30ddbe95e24e2195609483dad8abbc.ecs.us-east-1.on.aws/ http://he-4b30ddbe95e24e2195609483dad8abbc.ecs.us-east-1.on.aws/lib/exe/fetch.php?media=wiki:dokuwiki.svg text/html 2026-06-18T21:35:11+00:00 Anonymous (anonymous@undisclosed.example.com) http://he-4b30ddbe95e24e2195609483dad8abbc.ecs.us-east-1.on.aws/doku.php?id=accountmanagement1:addnotesacct&rev=1781818511&do=diff Add Notes to an Account Use the account notes field to notate the account with any kind of special note that is required for the account. Adding Account Notes From Inventory Module * In Liberty Inventory, Lookup the account. [image10.png] * Once in the account, Select the text/html 2026-06-18T21:35:11+00:00 Anonymous (anonymous@undisclosed.example.com) http://he-4b30ddbe95e24e2195609483dad8abbc.ecs.us-east-1.on.aws/doku.php?id=accountmanagement1:addressphonenumber&rev=1781818511&do=diff Add Multiple Addresses and Phone numbers Working With Multiple Addresses Liberty allows you to store multiple postal addresses, email addresses and phone numbers for each account. Following is a description of each of these procedures. How To Manage Multiple Addresses text/html 2026-06-18T21:35:11+00:00 Anonymous (anonymous@undisclosed.example.com) http://he-4b30ddbe95e24e2195609483dad8abbc.ecs.us-east-1.on.aws/doku.php?id=accountmanagement1:applygroupdeduct&rev=1781818511&do=diff Apply Group Deductions The Apply Group Deductions tool is a great way to apply a deduction to multiple accounts at one time. Example: A store has an annual fee that will be charged every month. Example: A store charges monthly rent to artist. Warning! It is recommended that a backup is done BEFORE the Group Deduction is applied in case any mistakes are made. text/html 2026-06-18T21:35:11+00:00 Anonymous (anonymous@undisclosed.example.com) http://he-4b30ddbe95e24e2195609483dad8abbc.ecs.us-east-1.on.aws/doku.php?id=accountmanagement1:bulkchangepc&rev=1781818511&do=diff Bulk Change Default Price Code Warning ! Make a backup of Liberty before doing this process so if mistakes are made, you can quickly restore the system to the state it was before doing this process. You can change the Default Price Code settings for Accounts in bulk if needed. This enables quick edit of this setting without having to go into each account one at a time. text/html 2026-06-18T21:35:11+00:00 Anonymous (anonymous@undisclosed.example.com) http://he-4b30ddbe95e24e2195609483dad8abbc.ecs.us-east-1.on.aws/doku.php?id=accountmanagement1:clientimportexport1&rev=1781818511&do=diff Using the Client Import and Export Utility The Client Import/Export utility can be used to import accounts laid out in a CSV file format, or it can export already existing accounts into a CSV file format. This is great for people who quickly need their account information exported to import into another program such as MailChimp for marketing purposes, or who need to import client information from another consignment software. text/html 2026-06-18T21:35:11+00:00 Anonymous (anonymous@undisclosed.example.com) http://he-4b30ddbe95e24e2195609483dad8abbc.ecs.us-east-1.on.aws/doku.php?id=accountmanagement1:creatingnewmaint&rev=1781818511&do=diff Creating New and Maintaining Existing Accounts For each person or business that provides merchandise to the store you need to create an account. Once the account is created you may begin adding inventory to that account. If you also like to keep records of consumers (people or companies who purchase items), add them as an account as well. text/html 2026-06-18T21:35:11+00:00 Anonymous (anonymous@undisclosed.example.com) http://he-4b30ddbe95e24e2195609483dad8abbc.ecs.us-east-1.on.aws/doku.php?id=accountmanagement1:customizeaccount&rev=1781818511&do=diff Customize the Account Detail Window You can move, rename, reposition and hide account information fields that appear in the Account Details section. This allows account information to show in the manner most convenient to the way you do business. How To Customize The Account Detail Window text/html 2026-06-18T21:35:11+00:00 Anonymous (anonymous@undisclosed.example.com) http://he-4b30ddbe95e24e2195609483dad8abbc.ecs.us-east-1.on.aws/doku.php?id=accountmanagement1:deactivatingacct&rev=1781818511&do=diff Deactivating an Account Deactivating an account prevents the account from being displayed in the Account Lookup window. This is a useful feature due to the fact that some accounts cannot be deleted from the database. Many times accounts cannot be deleted due to inventory information and other important items in the account. It is also an advantage to deactivate an account instead of deleting as they may be someone who has not come into the store in a long time but if they do come back, it is ea… text/html 2026-06-18T21:35:11+00:00 Anonymous (anonymous@undisclosed.example.com) http://he-4b30ddbe95e24e2195609483dad8abbc.ecs.us-east-1.on.aws/doku.php?id=accountmanagement1:deletecldata&rev=1781818511&do=diff Delete a Client's Data From Consignor Login Use the following steps to delete all data uploaded to consignor login for the specific client. * In Liberty Inventory, Lookup the account. * Open the Account. * Once the account is open, select Task > Maintenance > Remove Uploaded Info text/html 2026-06-18T21:35:11+00:00 Anonymous (anonymous@undisclosed.example.com) http://he-4b30ddbe95e24e2195609483dad8abbc.ecs.us-east-1.on.aws/doku.php?id=accountmanagement1:editaccountinfo&rev=1781818511&do=diff Edit Account Information Here is the video that covers this content: How To Edit A Client Account And Account Field Definitions How To Change Account Information * In Liberty Inventory, Lookup the account. " [image39.png]" Basic Customer Information This portion of the account is self explanatory. It covers the Account Number Name, Company and Account Type. text/html 2026-06-18T21:35:11+00:00 Anonymous (anonymous@undisclosed.example.com) http://he-4b30ddbe95e24e2195609483dad8abbc.ecs.us-east-1.on.aws/doku.php?id=accountmanagement1:editingreminders&rev=1781818511&do=diff Editing Reminders on an Account Reminders are a great way to remind employees of important tasks or events. To Access Reminders From Within An Account * Select Task > Reminders. [NewItem5949.png] The Reminders dialogue box will open. [NewItem5948.png] * Select the Add button or the text/html 2026-06-18T21:35:11+00:00 Anonymous (anonymous@undisclosed.example.com) http://he-4b30ddbe95e24e2195609483dad8abbc.ecs.us-east-1.on.aws/doku.php?id=accountmanagement1:lookupaccount&rev=1781818511&do=diff Look Up An Account How To Look Up An Account From Liberty Inventory Module: * Click on the Account List button (located just below the Main Menu). [NewItem6062.png] * Select File > Account List from the Main Menu. [NewItem6061.png] The **Accounts** screen will display: text/html 2026-06-18T21:35:11+00:00 Anonymous (anonymous@undisclosed.example.com) http://he-4b30ddbe95e24e2195609483dad8abbc.ecs.us-east-1.on.aws/doku.php?id=accountmanagement1:lookupretailacc&rev=1781818511&do=diff Look Up A Retail Account To Access The Account List * To access the Vendor (Retail) accounts: * Within Liberty, select the Vendor List button. [NewItem1409.png] * Select File > Vendor List from the Main Menu. [NewItem1408.png] The Vendor (Retail) account list will open. text/html 2026-06-18T21:35:11+00:00 Anonymous (anonymous@undisclosed.example.com) http://he-4b30ddbe95e24e2195609483dad8abbc.ecs.us-east-1.on.aws/doku.php?id=accountmanagement1:massacctreactivate&rev=1781818511&do=diff Reactivating Accounts In Bulk The Reactivate Accounts tool in Liberty REACT allows you to reactivate any number of accounts at once in bulk, in an easy to use interface. To access the tool, in the Inventory Module go to Activities > Inventory > Reactivate Accounts… text/html 2026-06-18T21:35:11+00:00 Anonymous (anonymous@undisclosed.example.com) http://he-4b30ddbe95e24e2195609483dad8abbc.ecs.us-east-1.on.aws/doku.php?id=accountmanagement1:newtopic6&rev=1781818511&do=diff Videos Topics * How To Add A Client Account * How To Edit A Client Account And Account Field Definitions Next Article In Section Click the following link to move to the next article in this section: How To Add A Client Account text/html 2026-06-18T21:35:11+00:00 Anonymous (anonymous@undisclosed.example.com) http://he-4b30ddbe95e24e2195609483dad8abbc.ecs.us-east-1.on.aws/doku.php?id=accountmanagement1:newtopic43&rev=1781818511&do=diff How To Delete An Account When an account is deleted it is no longer accessible from Liberty. Data on that account is still saved for accounting purposes. To Delete An Account * In Liberty Inventory, Lookup the account. [NewItem6068.png] * Open the Account. [NewItem6067.png] * Once the account is open, select Task > Maintenance > Delete Account. text/html 2026-06-18T21:35:11+00:00 Anonymous (anonymous@undisclosed.example.com) http://he-4b30ddbe95e24e2195609483dad8abbc.ecs.us-east-1.on.aws/doku.php?id=accountmanagement1:newtopic44&rev=1781818511&do=diff Add an Account Here is the video that covers this content: How To Add A Client Account Setting Up The Liberty Item Entry App On Your iDevice For Use Inside Of Your Store Setting Up The Liberty Item Entry App On Your iDevice For Use Inside Of Your Store Accounts in Liberty You must create accounts for clients or businesses that provide goods for sale in your store. Once you have created a client account, you can add inventory received from that client from either Liberty Inventory or Liberty… text/html 2026-06-18T21:35:11+00:00 Anonymous (anonymous@undisclosed.example.com) http://he-4b30ddbe95e24e2195609483dad8abbc.ecs.us-east-1.on.aws/doku.php?id=accountmanagement1:reactivatingacct&rev=1781818511&do=diff Reactivating an Account * Navigate to the Account List. * If Active Accounts Only is checked off, you will need to uncheck it. [NewItem1561.png] Inactive accounts will have a Gray Indicator next to them. [NewItem1560.png] * Double click on the account to go into it. * Select text/html 2026-06-18T21:35:11+00:00 Anonymous (anonymous@undisclosed.example.com) http://he-4b30ddbe95e24e2195609483dad8abbc.ecs.us-east-1.on.aws/doku.php?id=accountmanagement1:taxexemptdetails&rev=1781818511&do=diff Tax Exempt Accounts On occasion clients representing non-profit or governmental organizations may wish to set up a Tax Exempt Account. To Set Up A Tax Exempt Account * In Liberty Inventory, Lookup the account and Double click the account to open it. [NewItem1503.png] text/html 2026-06-18T21:35:11+00:00 Anonymous (anonymous@undisclosed.example.com) http://he-4b30ddbe95e24e2195609483dad8abbc.ecs.us-east-1.on.aws/doku.php?id=accountmanagement1:trainingaccoverview&rev=1781818511&do=diff Training - Accounts Overview 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 text/html 2026-06-18T21:35:11+00:00 Anonymous (anonymous@undisclosed.example.com) http://he-4b30ddbe95e24e2195609483dad8abbc.ecs.us-east-1.on.aws/doku.php?id=accountmanagement1:viewitems&rev=1781818511&do=diff View Items in an Account To display or view items after they have been added into an account, it is necessary to navigate to the Inventory Screen. How To View All Items In An Account * In Liberty Inventory, Lookup the account. [NewItem1511.png] The account screen will open. text/html 2026-06-18T21:35:11+00:00 Anonymous (anonymous@undisclosed.example.com) http://he-4b30ddbe95e24e2195609483dad8abbc.ecs.us-east-1.on.aws/doku.php?id=accountmanagement1:viewpurchases&rev=1781818511&do=diff View a History of Account purchases To View A History Of Purchases Made By A Particular Client * In Liberty Inventory, Lookup the account. [NewItem1547.png] * Click on the Purchases tab. The Purchase History screen will display. [NewItem1546.png] * On the right hand side, you will also find a customer’s