# Creating Accounts during a Sale

{% embed url="<https://youtu.be/VkI7Sq_lznU>" %}

To save time on creating new accounts, you are able to create a new account on the salesscreen directly.

Select the **Add \[+]** icon.

![](https://3710566743-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MUsg_5m5KQnO5LnapBp%2F-MlLT-hwOTL7VxSTdOO9%2F-MlLTqahJx4bLbBFgpvA%2Fimage.png?alt=media\&token=e7190766-ba67-4305-a2a9-47bb7a7fa781)

This will open a drop-down that allows you to create either a **New Personal Account** or **New Commercial Account**.

![](https://3710566743-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MUsg_5m5KQnO5LnapBp%2F-MlLT-hwOTL7VxSTdOO9%2F-MlLTtYLhhaqX-cZcvdE%2Fimage.png?alt=media\&token=361356bd-2bb0-4a9f-a755-e7bf87a9e156)

NOTE: **Personal Accounts** are accounts for individuals. **Commercial Accounts** are for commercial accounts that may contain **Personal Accounts**.

Clicking Personal Account will open a pop-up. Fill in all of the relevant information in the form.

![](https://3710566743-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MUsg_5m5KQnO5LnapBp%2F-MlLT-hwOTL7VxSTdOO9%2F-MlLTxdpx3pB9JtWPV9V%2Fimage.png?alt=media\&token=0a83da4d-6056-4e29-ba91-84edd3c15eb4)

In order to send customers marketing materials, you need to ask for their consent.

![](https://3710566743-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MUsg_5m5KQnO5LnapBp%2F-MlLT-hwOTL7VxSTdOO9%2F-MlLU-LJQi-FxXsDEIyx%2Fimage.png?alt=media\&token=f1d8a9a0-427c-4a05-8dad-8a57251ac820)

Clicking the **Customer Consent** box will open a new dialogue box.

![](https://3710566743-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MUsg_5m5KQnO5LnapBp%2F-MlLT-hwOTL7VxSTdOO9%2F-MlLU4jmODZK417sU6tk%2Fimage.png?alt=media\&token=f10e767c-eeba-4ad7-860f-4f9d2fedd123)

Ask the customer to check the box to agree to receive marketing communication.

![](https://3710566743-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MUsg_5m5KQnO5LnapBp%2Fuploads%2FRDJtrPwz0i2wBnOi9gVB%2Fimage.png?alt=media\&token=eb81f788-9ac2-4084-878a-b9983cfc040e)

![](https://3710566743-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MUsg_5m5KQnO5LnapBp%2F-MlLT-hwOTL7VxSTdOO9%2F-MlLUAb0yf0cFB4MefLO%2Fimage.png?alt=media\&token=c556b01a-6db1-423f-af15-0f7a20dd1d11)

Save the consent form by clicking the check mark ✔️

![](https://3710566743-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MUsg_5m5KQnO5LnapBp%2F-MlLT-hwOTL7VxSTdOO9%2F-MlLUEc5-NoDdSKB-AXJ%2Fimage.png?alt=media\&token=bd9beee3-b8ad-42bc-9478-ad254574ef66)

After the form has been saved, the check mark will turn green and you are able to exit the page by clicking the **Close \[X]** icon.

![](https://3710566743-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MUsg_5m5KQnO5LnapBp%2F-MlLT-hwOTL7VxSTdOO9%2F-MlLUI7oG44d_suWhBkA%2Fimage.png?alt=media\&token=0dc3bf34-dc37-4c5e-a4b0-d3763ed560ca)

Save all customer details by clicking the yellow **Save** button.

![](https://3710566743-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MUsg_5m5KQnO5LnapBp%2Fuploads%2FvRr7WvEZzL5kdFUPCMBS%2Fimage.png?alt=media\&token=17e74bfd-3211-47a5-a34e-67a7b5fe5f5a)