Master Accounts provide a simple way to organize and track multiple Customers that belong to the same parent company or entity. By assigning companies to a Master Account, you can easily run reports either at the individual Customer level or grouped together under the Master Account for a broader view.

This feature is especially useful when working with organizations that operate under a larger umbrella, such as franchise locations. You’ll be able to track each franchisee independently while still generating reports that show the total business you do with the franchise overall.



Table of Contents



Enabling Master Account Settings

Navigate to Management Module / Customers / Tracking / Master Account.

1. Check the Enable Master Account Settings box.
2. Click Save Settings.                 
                                                                                                                                                                                



Adding a Master Account


Navigate to Management Module / Customers / Tracking / Master Account.


1. Enter the name of the Master Account.

2. Click Save New Account.

Note: Existing accounts can be managed by selecting either Edit or Delete.

Note:  If you delete a Master Account that has been associated with Customers in your system, it will remove that association.


Assigning a Master Account


To assign a Customer to an existing Master Account, navigate to that Customer’s account page at

Sales Module / Customers / Settings.


1. Click on the Update link.
2. Select the desired name from the Master Account drop-down menu.

3. Click Update and the Customer will be associated with the Master Account you selected.                                                                                                                                                                                                                        

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