Resaleworld Help Website - tutorial:accountmanagement http://he-4b30ddbe95e24e2195609483dad8abbc.ecs.us-east-1.on.aws/ 2026-06-18T22:39:52+00:00 Resaleworld Help Website 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) Training - Accounts Overview http://he-4b30ddbe95e24e2195609483dad8abbc.ecs.us-east-1.on.aws/doku.php?id=tutorial:accountmanagement:accountsoverview&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) Adding a Consignor Contract to an Account http://he-4b30ddbe95e24e2195609483dad8abbc.ecs.us-east-1.on.aws/doku.php?id=tutorial:accountmanagement:addingccontract&rev=1781818511&do=diff Adding a Consignor Contract to an Account Please read the following article on how to create a Consignor Contract before continuing: Consignor Contract Creation * Open any account you wish to create a consignor contract for: [NewItem4873.png] * Click on Tasks > Contracts… [NewItem4872.png] * Click the text/html 2026-06-18T21:35:11+00:00 Anonymous (anonymous@undisclosed.example.com) Add a New Client Account http://he-4b30ddbe95e24e2195609483dad8abbc.ecs.us-east-1.on.aws/doku.php?id=tutorial:accountmanagement:addingclients&rev=1781818511&do=diff Add a New Client 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 … text/html 2026-06-18T21:35:11+00:00 Anonymous (anonymous@undisclosed.example.com) Add Notes to an Account http://he-4b30ddbe95e24e2195609483dad8abbc.ecs.us-east-1.on.aws/doku.php?id=tutorial:accountmanagement:addnotestoacct&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) Attaching a Consignor Contract to an Account http://he-4b30ddbe95e24e2195609483dad8abbc.ecs.us-east-1.on.aws/doku.php?id=tutorial:accountmanagement:attachingcontract&rev=1781818511&do=diff Attaching a Consignor Contract to an Account If you have a contract created outside of Liberty that is saved as a PDF or JPG, you can attach it to a consignor’s account. * Open any account you wish to attach a consignor contract to: [NewItem4884.png] * Click on text/html 2026-06-18T21:35:11+00:00 Anonymous (anonymous@undisclosed.example.com) Creating New and Maintaining Existing Accounts http://he-4b30ddbe95e24e2195609483dad8abbc.ecs.us-east-1.on.aws/doku.php?id=tutorial:accountmanagement:creatingmaintainingaccts&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) Deleting a Client Account http://he-4b30ddbe95e24e2195609483dad8abbc.ecs.us-east-1.on.aws/doku.php?id=tutorial:accountmanagement:deletingaclientacc&rev=1781818511&do=diff Deleting a Client 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. [NewItem6228.png] * Open the Account. [NewItem6227.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) Edit Account Information http://he-4b30ddbe95e24e2195609483dad8abbc.ecs.us-east-1.on.aws/doku.php?id=tutorial:accountmanagement:editingaccount&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. [NewItem6267.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) Email A Consignor Contract From An Account http://he-4b30ddbe95e24e2195609483dad8abbc.ecs.us-east-1.on.aws/doku.php?id=tutorial:accountmanagement:emailcontract&rev=1781818511&do=diff Email A Consignor Contract From An Account You can email any of your consignors their contract as long as you have your email setup with Liberty REACT. * Open any account you have already created a consignor contract for. [NewItem4877.png] * Click on Tasks > Contracts… text/html 2026-06-18T21:35:11+00:00 Anonymous (anonymous@undisclosed.example.com) Entering Additional (Client) Information http://he-4b30ddbe95e24e2195609483dad8abbc.ecs.us-east-1.on.aws/doku.php?id=tutorial:accountmanagement:enteringaddinfo&rev=1781818511&do=diff Entering Additional (Client) Information 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) Look Up an Account http://he-4b30ddbe95e24e2195609483dad8abbc.ecs.us-east-1.on.aws/doku.php?id=tutorial:accountmanagement:lookingupaccount&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). [NewItem6279.png] * Select File > Account List from the Main Menu. [NewItem6278.png] The **Accounts** screen will display: text/html 2026-06-18T21:35:11+00:00 Anonymous (anonymous@undisclosed.example.com) Customizing the Account Detail Window http://he-4b30ddbe95e24e2195609483dad8abbc.ecs.us-east-1.on.aws/doku.php?id=tutorial:accountmanagement:newtopic41&rev=1781818511&do=diff Customizing 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. text/html 2026-06-18T21:35:11+00:00 Anonymous (anonymous@undisclosed.example.com) Viewing a Consignor Contract From an Account http://he-4b30ddbe95e24e2195609483dad8abbc.ecs.us-east-1.on.aws/doku.php?id=tutorial:accountmanagement:viewingccontract&rev=1781818511&do=diff Viewing a Consignor Contract From an Account * Open any account you have already created a consignor contract for. [NewItem1105.png] * Click on Tasks > Contracts… [NewItem1085.png] * Click the View Contract button. [NewItem1084.png] * You will then be taken to a PDF copy of their contract.