New Account Wizard and Vendor Wizard - Edit View
Agiliron's 'New Account Wizard' and 'New Vendor Wizard' is a more streamlined way of creating and managing customer accounts and vendors.
After following the step-by-step process, at the completion, users will be put in the Edit View of both the modules, respectively.
Let's walk through the process:
Account Edit View:
- Follow the New Account Wizard link as shown below.
![account-edit-view-1.png 1888](https://files.readme.io/c2f9f76-account-edit-view-1.png)
- This brings up the step-by-step process where you need to enter relevant information in each step and proceed by clicking on Next.
- Data in mandatory fields (fields marked with *) has to be filled.
You can minimize or maximize each screen as per convenience.\
Step 1 - Enter Account Information
![account-edit-view-2.png 1647](https://files.readme.io/861769e-account-edit-view-2.png)
Step 2 - Enter Address Information
![account-edit-view-3.png 1784](https://files.readme.io/ab8b88f-account-edit-view-3.png)
Step 3 - Enter Contact Information
- You can add maximum 3 contacts. Click on the + sign to add contacts.
![account-edit-view-4.png 1836](https://files.readme.io/8c4f97e-account-edit-view-4.png)
Step 4 - Enter Configuration Information
- Enter information in all mandatory fields.
![account-edit-view-5.png 1836](https://files.readme.io/25809a3-account-edit-view-5.png)
Step 5 - Enter Custom Information
Custom Fields data entry is the additional step added in the New Account wizard for users to add their specific business needs.
![account-edit-view-5.1.png 1620](https://files.readme.io/dfd6b21-account-edit-view-5.1.png)
The fields in this section will only appear if you have added it in Account Custom Fields.
To add custom fields
- Go to Settings -> Module Customization -> Custom Field Settings -> Account Custom Fields.
![custom-field-1.png 1889](https://files.readme.io/e17355d-custom-field-1.png)
- Click on New Custom Field.
![custom-field-2.png 1600](https://files.readme.io/0cd819e-custom-field-2.png)
- Select the field type you want, provide necessary field details and click on Save.
![custom-field-3.png 1594](https://files.readme.io/d84a040-custom-field-3.png)
- You can add any number of custom fields you want by clicking on New Custom Field, providing all details, and then clicking on Save.
Step 6 - Summary
- You'll get a detailed summary of the information added in each step.
- Click on Save as to download a CSV file of the summary.
- Then click on Submit.
![account-edit-view-6.png 1916](https://files.readme.io/4adfbda-account-edit-view-6.png)
- Once you click on Submit, the created data gets saved successfully and then you will be routed to the Account Edit View.
- Enter/Edit any information needed or directly click on Save.
![account-edit-view-7.png 1594](https://files.readme.io/37d823d-account-edit-view-7.png)
- You can view the new Account created in the Account List.
![account-edit-view-8.png 1892](https://files.readme.io/78f8c24-account-edit-view-8.png)
Vendor Edit View:
- Follow the New Vendor Wizard link as shown below.
![vendor-edit-view-1.png 1883](https://files.readme.io/4ea99e0-vendor-edit-view-1.png)
- This brings up the step-by-step process where you need to enter relevant information in each step and proceed by clicking on Next.
- Data in mandatory fields (fields marked with *) has to be filled.
You can minimize or maximize each screen as per convenience.\
Step 1 - Enter Vendor Information
![vendor-edit-view-2.png 1645](https://files.readme.io/a30f192-vendor-edit-view-2.png)
Step 2 - Enter Vendor Contact Information
- You can add maximum 3 contacts. Click on the + sign to add contacts.
![vendor-edit-view-3.png 1888](https://files.readme.io/4f2240f-vendor-edit-view-3.png)
Step 3 - Enter Vendor Configuration Information
- Enter/Edit information in all mandatory fields.
![vendor-edit-view-5.png 1893](https://files.readme.io/36a5479-vendor-edit-view-5.png)
Step 4 - Summary
- You'll get a detailed summary of the information added in each step.
- Click on Save as to download a CSV file of the summary.
- Then click on Submit.
![vendor-edit-view-6.png 1868](https://files.readme.io/53a3f33-vendor-edit-view-6.png)
- Once you click on Submit, the created data gets saved successfully and then you will be routed to the Vendor Edit View.
- Enter any information needed or directly click on Save.
![vendor-edit-view-7.png 1643](https://files.readme.io/4d94c3f-vendor-edit-view-7.png)
- You can view the new Vendor created in the Vendor List.
![vendor-edit-view-8.png 1641](https://files.readme.io/b96ebd4-vendor-edit-view-8.png)
Updated 19 days ago