01 - Overview

The Accounts module in the Inventory App is where you manage all your business relationships — whether they are customers who purchase from you or vendors who supply goods to you.
Built on Salesforce’s standard Account object, this module integrates seamlessly with sales, purchase, and inventory processes.

Purpose of Accounts

Accounts act as the master record for any organization or company you interact with. They hold essential details such as contact information, addresses, tax details, and transaction history, ensuring a 360° view of each relationship.

Types of Accounts

In the Inventory App, Accounts can be classified into:

• Customers – Organizations you sell products or services to.

• Vendors – Suppliers or partners who provide goods or services.

• Dual Role Accounts – Some companies can act as both customers and vendors; these can be tagged accordingly.

Key Information Captured

Each Account record typically includes:

• Basic Information – Name, type (Customer/Vendor), industry, and website.

• Contact Details – Phone, email, and key contacts.

• Addresses – Billing, shipping, and additional location addresses.

• Financial Details – Tax registration numbers, payment terms, and credit limits.

• Related Transactions – Linked sales orders, purchase orders, invoices, and payments.

• Inventory Links – Goods received from vendors or sold to customers.

Integration with Inventory Processes

• Sales Workflow – Accounts marked as Customers are used in creating Sales Orders, Invoices, and Delivery Notes.

• Purchase Workflow – Accounts marked as Vendors are used in Purchase Orders, Bills, and Goods Receipts.

• Stock Tracking – Movements related to a specific Account are logged for accurate reporting.

Benefits of Using Accounts

• Centralized Data – All customer and vendor information in one place.

• Improved Accuracy – Reduce errors by linking transactions to a single master record.

• Faster Transactions – Auto-populate details in orders and invoices.

• Better Insights – Analyze purchasing patterns, sales trends, and supplier performance.