Adding a New Subaccount to a Vendor Account

A new plan with a vendor will sometimes necessitate the need for a new subaccount to be made. You will need the role of Vendor Manager or Vendor Account Manager to complete the process.

1. Communicate with the Vendor Account Manager and document the change in a ticket.

2. Go to the appropriate Vendor account page.

3. Scroll down to Accounts and click Add

4. There are two mandatory fields that need to be entered. These should be known beforehand from the vendor.

   1. Enter the Account Description.

      1. This is the name of the account.

   2. Enter the Account Code

      1. This is an either a numeric or alpha numeric code that refers to the plan. It is used to import profiles and EDI files.

5. Save changes