Edit Customer or Vendor

Edit Customer or Vendor

This tutorial will walk you through how to Edit a Customer/Vendor.

 

Start by selecting the Customer/Vendor button from the Home Menu.


 

Next, select the Edit button from the list of Customers/Vendors.


 

This will bring you to the Edit Customer page. 


 

From here you can edit the Customer NameTypeIdentifier, and Notes.


Click the Save button when you have finished editing the Customer.

 

From here, you can add Addresses and Contacts for the Customer.



Switch between Addresses and Contacts using the buttons at the top of this section.

 

Use the Back To Index or Cancel buttons to return to the Customers/Vendors section.


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