• user-image Welcome!
    Welcome !
    To-Do's
    Check-In's
    Daily Summary
    Switch Distributor
    Logout
Masava M
  • Ordering
    • Create Order
    • Back Orders
    • Deliveries
    • Order History
    • Payments
    Inventory
    • Inventory Log
    • Portfolio
    • Purchase Orders
    • Warehouse
    Management
    • Dashboard
    • Accounts
    • Quickbooks
    • Routing
    • Reporting
    • Representatives
    • Tasting & Samplings
    • Vendors
  1. Masava
  2. Management
  3. Accounts

Accounts

  • Your Accounts
  • All Accounts
  • Active Accounts
  • Inactive Accounts
Account Number Account Name Representative Delivery Day City Location Last Check-In Priority
    Account Number License No. Account Name City Location Rep.
      An Active Account is an accout that has ordered in the last 90 days. You can use the date selector below to adjust it to any day you'd like, and it will also adjust the Inactive Account Table.
      Account Number License No. Account Name City Location Rep.
        An Inactive Account is an account that has not ordered in the last 90 days, or since the date you can edit in the Active Accounts tab
        Account Number License No. Account Name City Location Rep.
          2019 - 2022 © Masava LLC

          Add Representatives

          Which representative would you like to assign?

          Remove Representatives

          Which representative would you like to remove?

          Change Representative

          Territories

          • Case Reports
          • Fees
          • Assignments
          to
          Territory Name Cost/Case Edit
          Territory: Cost Per Case:
          The confirm button will only update the territories for the accounts displaying at the time it is clicked. Make sure you click it to confirm changes before going to a new page or searching a new account!
          Account City Fee Edit

          Delivery Instructions

          Account City Instructions Route Delivery Window Delivery Day Edit

          Buyer Contact Information

          Account City Store Email Accounting Email Buyer Note Instructions Route Sales Window Delivery Day

          Add Buyer Contact

          Edit Buyer Contact

          Add Store Email

          Add Accounting Email

          Add Note

          Add Sales Window

          Delivery Instructions

          Routing Code

          Sales Window

          DayStart TimeEnd TimeUpdate

          Delivery Day

          Merge Accounts

          Delete Accounts

          This can take up to 30 seconds to load. Thank you for your patience.

          Account Address Delete

          Reassign Accounts

          By hitting Reassign, you are transferring all accounts of the selected representative to another. This will not change any history regarding who entered the orders for these accounts, it simply removes the accounts from one representative's list and re-assigns them to another so they can see the history and place orders for these accounts. This would be used for territory re-assignment or when firing/hiring a new representative.

          Reassign Accounts

          AccountAddressCurrent Rep.New Rep.Status

          Badge Modal