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

Modified on Fri, 16 May at 12:39 PM

This article details how to edit an account, either 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:
- Organization: Organization this account is associated with.
- Name: Display name for the account.
- Code: Unique reference code for the account.
- API Key: API Key used for external interactions with the account.
- Timezone: Account's timezone.
  
  NOTE: Converts UTC dates for events to the selected timezone in the interface.
- License Type: Account license type (Standard by default).
  
  NOTE: For instructions on updating the license type, refer to: How to Update the License Type (Subscription) [Step-by-step guide].
- Unit of Measurement
  
  WARNING: The behavior and available unit combinations may vary depending on your system. Make sure to review How Units of Measurement work in techOMS [Information] before making changes.
  - Size: Unit of measurement for length (inch, cm, etc.).
  - Volume: Unit of measurement for volume (cubic centimeters, cubic feet, etc.).
  - Weight: Unit of measurement for weight (lb, kg, carat, etc.).
- Workflow Settings
  - Default warehouse: Default warehouse for the account.
  - Enable Automatic Sales Workflow: Enable or disable automatic workflow for sales orders.
  - Enable Automatic Purchase Order Workflow: Enable or disable automatic workflow for purchase orders.
  - Enable Inventory Real-Time updates: Enabled by default, this setting automatically pushes inventory adjustments to all sales channels whenever a product's inventory is updated in techOMS. This includes:
    - Manual inventory level changes.
    - Updates received from a channel.
    - Order allocations.
    
    NOTE:This feature is especially useful for businesses with multiple sales channels, ensuring all channels are notified when stock is sold in any of them.
    
    WARNING: If your account only uses one sales channel, keep this setting set to No. The recurring inventory update job should be sufficient, avoiding unnecessary API calls and preventing performance issues.
API Validation Rules: Set the status (Warning or Error) for carrier and service codes in sales orders, shipments, purchase orders, and receipts.
Recurring Jobs: Manage recurring jobs for the account.

NOTE: Recurring Jobs only affect the account's stable channels. For detailed information on channel automations, refer to: How to configure Automations for Sales/Fulfillment channels [Step-by-step guide].
Users: Manage user access and permissions for the account as detailed in How to Add Users to an Account [Step-by-step guide].

6. Press Save.