- 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.
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  • 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

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Step 2 - Enter Address Information

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Step 3 - Enter Contact Information

  • You can add maximum 3 contacts. Click on the + sign to add contacts.
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Step 4 - Enter Configuration Information

  • Enter information in all mandatory fields.
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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.


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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.
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  • Click on New Custom Field.
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  • Select the field type you want, provide necessary field details and click on Save.
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  • 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.
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  • 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.
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  • You can view the new Account created in the Account List.
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Vendor Edit View:

  • Follow the New Vendor Wizard link as shown below.
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  • 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

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Step 2 - Enter Vendor Contact Information

  • You can add maximum 3 contacts. Click on the + sign to add contacts.
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Step 3 - Enter Vendor Configuration Information

  • Enter/Edit information in all mandatory fields.
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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.
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  • 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.
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  • You can view the new Vendor created in the Vendor List.
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