# Adding Commercial Accounts (B2B)

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Commercial accounts are an efficient way to keep track of your B2B transactions and customer management. TAKU Retail allows you to create a profile for your business customers. This article will guide you on how to add commercial accounts.

The following steps will guide you through the process of activating, editing, and adding a commercial account.

Go to **Account >** **Commercial Accounts**

![](/files/-MiY80SN-JxxcR9brFrC)

The **Commercial Accounts** page will open where you can edit or add commercial accounts.

![](/files/IbY9FzR87Wnwi1aq9vPX)

### Adding a Commercial Account

There are two methods of adding a commercial account. You can add the account by clicking on the **New Commercial Account** button indicated by the "**+**" or by clicking **Add Row**.

![](/files/-MiY888VAkZh4UVa1LzO)

![](/files/-MiY8AtIWhh02WWRcWl8)

#### **New Commercial Account**

![](/files/PRIVs9j10ZuqRmBA224D)

* The **New Commercial Account** will open a page where you can enter the details of the commercial account.
* Under Commercial Details enter the company name, business number, website address, and contact information. You can add multiple fields by clicking the **Add New** button in each section.
* Under the Account Details section you can add an account type, account group, tax ID, tax category, credit limit, and tags.

  NOTE: Account Code will automatically be generated
* Under Account Type, you can set this commercial account as a customer, supplier or both from the options in the dropdown menu.
* Once you have completed entering all the required information, click the **Save** button to save the new commercial account.

#### **Add Row**

![](/files/80apHgKyRVYW9huS9Edy)

* The Add Row button will insert a row into the Commercial Accounts table where you can enter the details of the commercial account. This will also enable edit mode for the Commercial Account section
* You can enter the details of your new commercial account in the fields in each column.
* Once you have entered the details of your commercial account click the **Save All** Button the the top right corner of the Commercial Account section.

### Viewing a Commercial Account

To view the details of an existing commercial account, click the **View** button at the left most column of the table.

![](/files/-MiY8lKYDazfLv_5_iWf)

This will open a page with all the details of the selected commercial accoun&#x74;**.**

![](/files/ymMBXcN4kHxzZrpi4wAl)

###

### Editing a Commercial Account

Edits to an existing commercial account can be made by clicking the **Edit** button at the top left corner of the Commercial Account section

![](/files/-MiY8tOvxidBzKYV02_O)

This will put the section into edit mode and you can directly make edits in the commercial account table.

![](/files/MNe3p2B8fIAp2X2ivRaT)

You can also click **View** to open the details of the commercial account

![](/files/-MiY92_zNAasJimM-iMQ)

You can make edits to the information on the commercial account in the Commercial Account page.

![](/files/4GyrU3ZO9xZ90qog461X)

To save all changes click the **Save** button.

![](/files/-MiY9A3sDdvVexwXyfM2)


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