The Account record represents the whole of a client or business.

You can think about a client sort of like a bicycle wheel,
All of the bits of information related to a client: their Contacts, their Locations, their Assets etc. are the spokes on that wheel and the Account record is the hub in the centre.

This means that those records belong to an Account, or more appropriately, that the Account owns those records.

The actual Account record contains some top-level details that are important for us to know whenever we're dealing with any of their related records.
In the Restocker App we have access to critical pieces of information like their customer ID (the ID used by your region's finance platform), credit terms, who their primary contact is and a couple of other pieces of information like Description or which State the account belongs to.

If your State or Territory allows for users to create Accounts directly in Salesforce, then an Account can be created by going to the 'Accounts' tab using the navigation at the top of page and selecting the 'New' button.

NOTE: It is incredibly important to ensure that there is no existing record for the Account. Before creating an Account record, search first with the Name or ABN of the desired Account.

You will be presented with a list of options (depending on your permissions). You must select 'B2B' as your choice in order to create a Restocking account.

On the next page you will be asked to fill in some details for the Account.

It's okay if you don't have all of the details on hand as long as you fill in any fields with a red asterix (*).
Once you have filled in all of the information you have available, select 'Save' to create the Account.

The Account page is packed with useful information, broken up into tabs and sections.

On the left hand side you will find the Account tabs: 'Details', 'Services' and 'Assets'. On the right hand side you'll see a list of Cases that are open for the account and two sections, one for a list of Notes relating to the Account and one showing the recent Activity on the Account.

In the top-right corner of the Account record page are a set of actions that can be taken for the Account.

These actions are primarily used to create records that relate to the Account like Services, Restocking Addresses (Customer Sites) or Assets.
We will explain more about these buttons while discussing those records later in the guide.

The details tab has a collection of sections that show information on the Account as well as a couple of lists of records that are owned by the Account.

The first set of sections are the 'Details' sections:

Selecting any of these sections will expand them, showing important information like billing address, status and financial details.

The second set of sections are the 'Related Items' sections:

These sections contain lists of records that relate to the Account. Things like Contacts, Opportunities, Addresses etc.
Clicking on a section will expand it and give new options where allowed, such as creating a new contact or Restocking Address (Customer Site).

Because Services are such a critical part of the Restocker App, we've given them their own tab instead of putting them in with the rest of the related records on the Details tab.

Selecting the Services tab will take you to a view where you can see a Calendar and a list of the Services belonging to this Account sorted by when the Service is scheduled.

The Calendar shows completed and upcoming services for the Account. Clicking on an entry will show some additional information with a button labeled 'Details' that will take you directly to the Service record.

Assets are also incredibly important to the Restocker App, so we've given them their own tab as well.

Similar to the Services tab, the Assets tab has a Calendar that shows the next due service date for each Asset belonging to an Account as well as a list of Assets on the account.