Creating Accounts

Last Updated December 7, 2022

Creating an account in Orderwerks is very simple. Navigate to the account page with the designation you selected when onboarding (ie Retailer, Customer, etc.):

Once this has been selected, you are able to then click the Create button on the top left:

The sidebar opens up with the ability to fill in the details pertaining to the new account:

If you have any integrations that you need to connect this new record with, you’ll want to be sure that those are checked: