Creating a New Company

Overview  

The following video explains the steps to create a new company record, either a customer or supplier. Step by step instructions are below the video. 



Method One

  1. Click on the blue button at the top of the screen.
  2. Select New Company.
  3. Confirm the action in the popup.
  4. The company record is then available for you to complete.

Method Two

  1. Click on the blue button at the top of the screen.
  2. Select New Sales Order.
  3. Click on the + New Company button in the dialog.
  4. Confirm the action in the popup. 
  5. The company record is then available for you to complete.


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