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Documentation Index

Fetch the complete documentation index at: https://docs.arcuserp.com/llms.txt

Use this file to discover all available pages before exploring further.

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Find an Account

Open Accounts from the sidebar. The list starts with summary cards and tabs so you can quickly separate business customers, individuals, vendors, leads, and payment-health review work.

Accounts list showing summary cards, account type tabs, search, filters, and customer rows
  • Search: find accounts by name, email, phone, or visible account information.
  • Type tabs: narrow the list to business, individual, vendor, lead, or payment-health work.
  • Pricing Level filter: review accounts assigned to a specific price tier.
  • Show Inactive: include accounts that were deactivated but kept for history.
  • Export: export the current account list when your role allows it.

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Create an Account

Select Add Account when you need a new customer, vendor, or lead. Start with the smallest accurate record; you can fill in addresses, contacts, terms, tax settings, and payment methods after the account exists.

Create Account modal with account type, company name, display name, email, phone, payment term, and pricing level
  1. Open Accounts.
  2. Select Add Account.
  3. Choose the account type.
  4. Enter the company or person name.
  5. Confirm the display name that operators should recognize in searches and dropdowns.
  6. Add email and phone if you have them.
  7. Choose payment term and pricing level when they should default on orders or invoices.
  8. Create the account.
Display name matters The display name is what most operators see during order entry, payment review, account search, and communications. Use the name your team will actually recognize.

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Finish the Account Detail

The account detail page is where the record becomes operational. Review the header actions, tabs, primary contact, default addresses, tax settings, credit information, and related communication history before the account is used heavily.

Account detail overview with account actions, tabs, primary contact, default addresses, tax and terms, credit summary, and address controls
  • Edit: update account identity, contact details, defaults, and other account fields.
  • Create Quote: start a quote for this account with the account preselected.
  • Create Sales Order: start a sales order with account defaults applied where available.
  • Issue Credit: create customer credit when the account has credit activity to record.
  • Add tag: apply account tags used by your team for review, holds, or workflow signals.

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Set Defaults That Affect Orders

Account defaults reduce order-entry mistakes. They do not replace the operator’s review; users should still confirm addresses, terms, pricing, and tax behavior on important orders.

  • Payment term: pre-fills on orders, invoices, and AR review surfaces.
  • Pricing level: influences which price tier or pricing rule is selected.
  • Default shipping address: pre-fills ship-to information on new orders.
  • Default billing address: appears on invoices and billing documents when available.
  • Tax exempt settings: affect whether tax should be charged and what exemption proof is on file.
Verify tax and address results on the order Account tax settings and default addresses are starting points. The actual order tax, address validation, and shipping label behavior depend on the order address, product tax setup, connector status, and fulfillment workflow at the time the order is processed.

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Understand the Account Tabs

The visible tabs depend on your role and the account data, but the common tabs are:

  • Overview: identity, primary contact, addresses, credit, terms, tax, and quick actions.
  • Analytics: account performance and activity patterns.
  • Timeline: audit-style history and account activity.
  • Contact Persons: people associated with the account.
  • Payment Methods: saved cards or bank methods when Stripe is configured.
  • Transactions: related order, invoice, payment, credit, and account activity.
  • Communications: emails and account communication history.

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Use Credit and AR Signals

The Tax and Terms panel shows payment terms, credit limit, outstanding AR, unused credit memos, and available-to-order signals. Use these before creating a large order or extending terms to a customer.

  • Outstanding AR: money currently owed by the account.
  • Unused Credit Memos: available customer credits that may be applied later.
  • Available to Order: a quick credit capacity signal based on the account’s current credit picture.
  • Issue Credit: use when a credit needs to be recorded for returns, goodwill, or account correction.
Inactive accounts stay available for history Deactivate an account when the team should stop using it for new work. Historical orders, invoices, payments, communications, and audit records should remain linked to the account.

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Common Blocks

  • Cannot find an account: check inactive accounts, account type tabs, spelling, and whether the record is a lead or vendor instead of a customer.
  • Wrong price appears on an order: check the account pricing level, product pricing rules, and order line quantity.
  • Order starts with the wrong address: update the default shipping or billing address, then confirm the address on the order.
  • Tax is not behaving as expected: review account exemption settings, uploaded tax document, product tax setup, and AvaTax status.
  • Saved payment methods are unavailable: confirm Stripe is connected and the user has permission to manage or use stored payment methods.
  • User cannot edit an account: check account permissions, role overrides, and whether the account is inactive.

Contacts and Addresses

Keep billing, shipping, and contact details clean for each account.

Payment Methods

Save cards and bank accounts for future customer payments.

Creating Orders

Build a sales order, add customers, set addresses, and add products.

Record an Order Payment

Record cash, card, ACH, check, wire, external, terms, or credit payments.

AR Management

Track customer balances, aging, statements, and collections work.