Click on Depot, then select Group Accounts and then 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 …). lick 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 then Group Accounts and Reporting (from the main screen).
This will open the Group Accounts Reporting screen. Double-click on the Group Account you added the customer to.
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.
