Creating a New Cash Sale Account

Background

A cash sale account can be created when the customer cannot satisfy the trading account checks, or when they place small orders only and want to pay order by order.

Before you begin

• Ensure you are logged into the Elda(Chrome) Scheduler Application.  
• See our article Getting Started with Scheduler for more. 

Creating a New Cash Sale Account.

1. In the Scheduler main window, press the Job button.

2. Select New – This will prompt to choose between creating a new job or a new cash sale account.

• Selecting New Jobs will allow you to create a new job account under the selected customers account.
• Selecting New Cash Account will create a Customer Cash Account (CBD).

3. Select Cash Account

4. The New Cash Account Details window will display – Fill out the required information and press Create.

5. The cash account will automatically generate within the Current Jobs grid of the customer account

See our article Editing Job Details for instructions on updating the job details.