Add Customer or Vendor

Add Customer or Vendor

This tutorial will walk you through adding new Customers or Vendors to the system.

 

Start by selecting the Customers/Vendors button from the Home Menu.


 

This will bring you to a list of current customers and vendors.


From here select the Add Customer/Vendor button at the bottom of the screen.

 

This will bring you to the Add New Customer/Vendor screen.


Start by telling us the Customer Name.

Next, select whether this is a Customer or a Vendor.

The optional Identifier field is used to give the customer or vendor an abbreviated name.

Lastly, you have the option to record any notes.

 

Click the Save button and you have successfully added a new Customer/Vendor.



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