Account Settings

Account Settings

Account Settings Overview 

"Account Settings" allows you to view your basic account information. You can edit some of the information, such as phone, address, city, state, and zip code. 
​
This article includes information about: 
  1. How to view and edit the account information

1. Reaching "Account Settings"

  1. Step 1: Log into Control Center
  2. Step 2: Choose Point of Sale
  3. Step 3: Choose Maintenance
  4. Step 4: Choose Settings & Panels
  5. Step 5: Choose Account Information
Figure 1.1 below will help you understand the navigation better. 

Figure 1.1
Info
Note: You can also reach "Account Settings" by following the path: Control Panel >> Settings >> Account Information. 

2. Understanding the "Account Settings" Functioning  


Please refer to Figure 2.1 and the description of the buttons and fields below to understand the "Account Settings" functioning.  

 Figure 2.1
  1. Company: This field shows your company's name. This is your billing name, and it is non-editable. 
  2. Company Code: This field shows your company code. This is a system-generated code, and it is non-editable. 
  3. Phone: This field shows your company's phone number. You can edit it if required. 
  4. Address: This field shows your company's address. You can edit it if required. 
  5. City: This field shows your company's city name. You can edit it if required. 
  6. State: This field shows your company's state name. You can edit it if required. 
  7. Zip: This field shows your company's zip code. You can edit it if required. 
1: Action Buttons:

 Figure 2.2
  1. Cancel: Use this button to cancel the changes made at any point. 
  2. Save & Close: The system will save the changes you made if you click the "Save & Close" button.
  3. Save: Use this button to save the changes you have made at any point.

    • Related Articles

    • Reconciliation Settings

      Reconciliation Settings These reconciliation settings are account-level settings. You can configure settings related to reconciliation notifications and alerts. 1. Reaching "Reconciliation Settings" To reach "Reconciliation Settings," follow the ...

    • House Account Discount Levels

      House Account Discount Levels Overview These discount levels are also called "Department Level Discounts for House Accounts customers." These are assigned value in the Departments for the discount levels created under the "House Account Discount ...

    • Recon Settings

      Recon Settings Overview POS -> POS Device Global Settings -> "Recon Settings" You can manage the reconciliation settings for lottery and general reconciliations that are performed at the POS. In this article, you will learn about reconciliation ...

    • Administration Settings

      Administration Settings Overview "Administration Settings" consists of account-level settings that are configured to send notifications out for certain areas of our website. You will be able to select the user(s) or email addresses to which we send ...

    • Reconciliation Settings

      Reconciliation Settings Overview Reconciliation Settings is the combination of all the Reconciliation Settings (Daily, Shift, Lottery, and Lotto) and are generally configured from Control Center>>Maintenance>>Settings & Panels>>POS>>Reconciliation ...