Set a New Company to be a Customer or Supplier


Once you have created a company record you need to set it up to either be a customer or supplier. A step by step guide can be found below the video.


  1. Open the Company General tab.
  2. Use the Supplier toggle to denote whether the company is a customer (off) or a supplier (on).
  3. Save the company record once you have finished editing it.

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