How to Edit Accounts of an Organization [Step-by-step guide]

Modified on Thu, 24 Apr at 1:11 PM

This article details how to edit an account, whether to update its settings or finalize its initial setup.

For information on enabling or disabling accounts, please refer to the following guides:

WARNING: This action requires account management permissions. Refer to techOMS User permissions structure [Information] to verify your permissions.

To edit an account:

1. Click Organizations under System Configuration section.

2. Press Edit on the row of the Organization you will work with.

3. Select the Accounts tab.

4. Press Edit for the desired account.

5. Define the fields accordingly depending on the section:

Main: Name of the account, to identify it in lists
- Organization: Non-editable
- Name: Name of the account, for display in lists
- Code: Code of the account, for the system to reference it
- API Key: Non-editable, API Key if external interaction is required
- Timezone: Timezone of the account
  
  NOTE: The Time zone will be used to convert the UTC date of the events to the selected Timezone. Read-only and editable fields like event, messages and synchronization dates for Shipments, Channels, etc. are reflected in selected the Local Time zone. If not set, this field defaults to UTC.
- License Type: By Default it's Standard, which includes all features. If you wish to downgrade to Basic (no rules) you can do so from here; to ensure which features are included, you can review so here: techOMS Specifications Sheet [Information]
- Unit of Measurement
  - Size: Define the Unit of Measurement you will use for the linear size (inch, cm, etc.)
  - Weight: Define the Unit of Measurement you will use for the weight (lb, kg, carat, etc.)
    
    WARNING: Depending on the system you're using, the behavior and available combinations are different, make sure you verify How Units of Measurement work in techOMS [Information] first.
- Workflow Settings
  - Default warehouse: Select the Warehouse that will be used by default
  - Enable Automatic Sales Workflow: Allows to determine if Sales Orders workflow will work in automatic or manual mode
  - Enable Automatic Purchase Order Workflow: Allows to determine if Purchase Orders workflow will work in automatic or manual mode
  - Enable Inventory Real-Time updates: Set up as Yes by default, it will push an inventory adjustment to ALL sales channels when a product's inventory level is adjusted in techOMS, including:
    - Manual inventory level modification
    - Inventory modification from an update received from a channel
    - Order allocation
    
    NOTE: This feature is specially useful for multiple sales channels because when stock is sold in one, all the others get notified.
    
    WARNING: If only one sales channel will be used, keep this setting set to No. The recurring job to update inventory should be enough in this case, avoiding a high volume of API calls and not affecting performance.
API Validation Rules: Allows to set the Status (Warning or Error) for the Carrier and Service Codes for Sales Orders, Shipments, Purchase Orders, and Receipts
Recurring Jobs: Allows to manage Recurring Jobs for the account
Warehouses: Allows to enable or disable the Warehouses that will work with the account
Users: Allows to configure the Users that will have access and be able to interact with the account

6. Press Save to apply the changes