How to Add a Customer Account

Accounts are the entries within ONYX Align that represent each one of your different customers. Accounts are where you manage general customer information, such as Billing Addresses, Shipping Addresses, Contacts, Account Information, assigned Tax Rates, assigned Payment Terms, and more. Each Order that is created must have an Account tied to it. 

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Table of Contents

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(1) Navigate to the Accounts section

(2) Click "+ New Account"

(3) Provide the required account information

-Account

-Account Name: The name of the account

-Contact

-First Name: The first name of the contact for the account

-Last Name: The last name of the contact for the account

-Email: The email address of the contact for the account

-Tag (optional): A tag you would like to apply to the email address (personal, work, etc.)

(4) Click the "Create" button