User Training‎ > ‎Address Book‎ > ‎Companies‎ > ‎

Create New Customer or Supplier Record

Once in the Address Book -> Companies Module, go to Companies Options -> Add New Company -> New Customer or New Supplier


Fill in the General tab with company name, contact details, address details, country and currency.

On the Company Groups Tab select the applicable groups for the customer or supplier.

On the Account Details Tab select the discount, GST rate, status, credit limit, payment details and contact information.  When complete select "Save & Close".

Comments