Adding a New Customer
Process for adding a New Customer
- Go to Add a New Customer
- Enter Code e.g ‘FORM’
- Enter Name e.g ‘Formpak’
- Add any other details for the Customer you feel relevant
- To add details of a specific contact select the Contact Tab, or go to step 9
- Once in the tab click Add New Contact
- Fill out the relevant details of a contact for the customer
- Click Save to save the contact
- Click Save again to save the new Customer
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Last updated Sept 2017