Setting Up Group Accounts
Creating the Group Account
 | Click on Depot, then select Group Accounts > Maintenance | | | |  | This will bring up the Group Accounts Maintenance screen. From here, click on Add Group | | | |  | In the box that pops up, enter the details of the group account
(name, address, etc …) Click Save to add the account. |
Adding Customers to a Group Account
 | To add a customer to a Group Account, first go into the customer screen. Highlight the customer you wish to add, and then click on the Group Account button. | | | |  | A box will pop-up asking if you wish to associate this customer with a Group Account. Click yes if this is the correct customer. | | | |  | You will then be asked which group account you wish to add the customer to. Highlight the account name & click Select to add the customer. | | | |  | To check the customer has been added to the group account,
click on Depot > Group Accounts > Reports (from the main screen) | | | |  | This will open the Group Accounts Reporting screen. Double-click on the Group Account you added the customer to. | | | |  | After a short pause (while the data is loaded), you should now
see a list of all the customers associated with this group account. If the customer was added correctly, they should appear on this list. |
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Knowledge Base 
