Account Settings

This section covers setup and settings for accounts.

Customer relationship management is an important tool for retails to record and manage their customers. One of the many features available in TAKU Retail is the ability to create account groups to organize your customers. The following guides will show you how to set up your account settings to be able to get the most out of your CRM.

There are two types of accounts in TAKU:

  1. Personal Accounts

  2. Commercial Accounts

A simple way to look at this is that Personal Accounts are consumers or individual shoppers. Commercial Accounts are companies for B2B sales. It's important to remember that Commercial Accounts will have company employees associated to them who are called Contacts in TAKU.

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