Navigate to <https://app.thriveaccounts.com/> and open the Purchases Module.

Purchase account managers are used on purchase transactions, typically when a purchase is handled under a specific account. These records can also be used for filtering on reports.\
Here you will find previously created purchase account managers on the system.

Click the "Code" field to add a reference code.

Click the "Name" field to add the name of the Purchase Account Manager.

To view details, edit or deactivate a Purchase Account Manager, use the overflow menu.

For further information on Purchase Account Managers, contact the support team.

Creating a New Purchase Account Manager