Creating a House Account

Creating a House Account

1. After logging into Director, choose the Maintenance module.  
2. Within Maintenance, choose the House Accounts tab
   
   
   
   1. Account Number - The numerical house account number
   2. Company Name - The house account / company name
   3. Balance - The current balance owed by the selected house account
   4. Credit Limit - The max credit limit allowed for the selected house account
   5. Designates the house account
   6. Cost + Discount pricing
   7. Department level discount designation
   8. Taxable or non-taxable designation
   9. Designates house account charge hold

 The “Dept Lock Out” tab allows house accounts to be locked out of purchasing from selected