Adding a New Customer

Adding a New Customer

Process for adding a New Customer

  1. Go to Add a New Customer
  2. Enter Code e.g ‘FORM’
  3. Enter Name e.g ‘Formpak’
  4. Add any other details for the Customer you feel relevant
  5. To add details of a specific contact select the Contact Tab, or go to step 9
  6. Once in the tab click Add New Contact
  7. Fill out the relevant details of a contact for the customer
  8. Click Save to save the contact
  9. Click Save again to save the new Customer

 

Last updated Sept 2017
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