# Adding Commercial Accounts (B2B)

{% embed url="<https://s3.us-west-2.amazonaws.com/secure.notion-static.com/e951f7d7-eb05-4249-84d9-c0a4d86d849c/Adding_Commercial_Accounts.webm?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIAT73L2G45EIPT3X45%2F20220321%2Fus-west-2%2Fs3%2Faws4_request&X-Amz-Date=20220321T140621Z&X-Amz-Expires=86400&X-Amz-Signature=f988e9ce0b39abd1290ec585613e779ebd629d7e0e72f3b2db8d5e1471d9c267&X-Amz-SignedHeaders=host&response-content-disposition=filename+%3D%22Adding%2520Commercial%2520Accounts.webm%22&x-id=GetObject>" %}

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**

![](https://3710566743-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MUsg_5m5KQnO5LnapBp%2F-MiY7OYIvE9gVoxb5cOv%2F-MiY80SN-JxxcR9brFrC%2Fimage.png?alt=media\&token=b4cf03c0-2bae-4d51-a38f-652580f24634)

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

![](https://3710566743-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MUsg_5m5KQnO5LnapBp%2Fuploads%2Fx7Y0l0PMiTLHEtaeWFnd%2Fimage.png?alt=media\&token=b84316be-abaf-47d4-abe1-4308a33e2ac8)

### 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**.

![](https://3710566743-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MUsg_5m5KQnO5LnapBp%2F-MiY7OYIvE9gVoxb5cOv%2F-MiY888VAkZh4UVa1LzO%2Fimage.png?alt=media\&token=607b6fab-8151-406b-9490-7e5484c14094)

![](https://3710566743-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MUsg_5m5KQnO5LnapBp%2F-MiY7OYIvE9gVoxb5cOv%2F-MiY8AtIWhh02WWRcWl8%2Fimage.png?alt=media\&token=d69ba83d-d7fe-4a57-bbe6-2628f925e683)

#### **New Commercial Account**

![](https://3710566743-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MUsg_5m5KQnO5LnapBp%2Fuploads%2FTc5D25iwRFJz7fjL3EQm%2Fimage.png?alt=media\&token=f902eec5-70d1-4e4f-b359-ceae01fa1513)

* 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**

![](https://3710566743-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MUsg_5m5KQnO5LnapBp%2Fuploads%2FPNNyXST7sTVV2rVhzjen%2Fimage.png?alt=media\&token=cc28cd15-d18a-4f68-bd6a-6e2ef20b14ba)

* 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.

![](https://3710566743-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MUsg_5m5KQnO5LnapBp%2F-MiY7OYIvE9gVoxb5cOv%2F-MiY8lKYDazfLv_5_iWf%2Fimage.png?alt=media\&token=f85d907d-44e8-400d-866d-e09731d592b8)

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

![](https://3710566743-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MUsg_5m5KQnO5LnapBp%2Fuploads%2FPww8DWTeu40TbOnFvPFc%2Fimage.png?alt=media\&token=9f25c9e9-c661-4def-b922-0e161048b95f)

###

### 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

![](https://3710566743-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MUsg_5m5KQnO5LnapBp%2F-MiY7OYIvE9gVoxb5cOv%2F-MiY8tOvxidBzKYV02_O%2Fimage.png?alt=media\&token=2a352e6b-1600-459b-8e9a-8888499e6419)

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

![](https://3710566743-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MUsg_5m5KQnO5LnapBp%2Fuploads%2FUb8P7TK6285WB2G2pzwa%2Fimage.png?alt=media\&token=1868dcbd-56e0-4930-af7a-63c9468752d7)

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

![](https://3710566743-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MUsg_5m5KQnO5LnapBp%2F-MiY7OYIvE9gVoxb5cOv%2F-MiY92_zNAasJimM-iMQ%2Fimage.png?alt=media\&token=95aee8d0-727f-4af5-9d35-f0e95619e84d)

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

![](https://3710566743-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MUsg_5m5KQnO5LnapBp%2Fuploads%2FlCvQl8O7zSEULdXiTh4M%2Fimage.png?alt=media\&token=5f9f7fe1-93be-4512-878f-701801970e18)

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

![](https://3710566743-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MUsg_5m5KQnO5LnapBp%2F-MiY7OYIvE9gVoxb5cOv%2F-MiY9A3sDdvVexwXyfM2%2Fimage.png?alt=media\&token=44d66b68-d627-4191-be53-98c35393d98f)