FasTrax Solutions - Product Documentation

FTX Warehouse Lifeline Documentation

Create Accounts

  1. From Maintenance, click on the Accounts tab
  2. Click Add Account
  3. Enter the account number, account name, and address.
  4. Select the account group from the drop down list
  5. Select the payment terms
  6. Select the Default Salesman for the account
  7. Set the primary and secondary delivery dates.
  8. Select the tax group for the account (If there are not 2 taxes, then tax group 2 will be “NONE”)
  9. Click Save Account