To create a corporate account, the customer information for all entities to be included in the hierarchy must already be entered as regular customer accounts. See Adding a New Customer.
Once the customer information has been entered for each corporate entity, you can create the corporate hierarchy.
To add the parent (top of the corporate hierarchy):
From the Applications menu select Customer Management > Corporate Accounts. This displays the Corporate Accounts window.
Right-click in left pane (account list) and select New Root. This displays the New Corporate Account dialog box.
Enter the customer account number for the parent account and click OK. Perform a Customer Search if you need to look up the account number.
Click OK to add the corporate headquarters to the list of corporate accounts.
To add accounts under the root-level account.