Enable Account

The Account module is a standalone paid feature designed for businesses requiring Prepaid Deposit, Rebate, or Credit Management functionalities. Once purchased, you can manually enable the Account module.

An Account refers to the consolidated funds under a customer’s profile, including Prepaid Deposit, Rebates, and Credit, used for daily order settlement and validation. For prepaid customers, orders can only be placed when sufficient Account balance is available.

Enable the Account feature when customers need to utilize account-based transactions.

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1) Core Capabilities

• Manually create income/expense records to update account balances
• Supports account-based payments during order processing

2) Validation Rules

Configure either of these deduction methods as needed: - Direct Deduction: Automatically deducts order amounts upon approval - Pre-authorization: Reserves account balance upon order submission, with actual deduction occurring upon shipment confirmation

3) Business Integration

The Account Management section now includes [Account Authorization], supporting: - Deposit Authorization: Configurable for specified preset objects or all custom objects - Expenditure Authorization

Administrators can customize these settings as required. For preset Payment Collection and TPM deposits, the system automatically creates authorization records upon feature activation. Administrators may edit the authorized account scope and default values.

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For detailed functionality, see: Account Management