Difference between revisions of "3. New Contact"
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| + | = Overview = | ||
| + | |||
'''New Contact''' | '''New Contact''' | ||
| − | + | '''New Contact - Can you enter customer Contact Details?''' | |
| + | |||
| + | It is recommended to fill in the '''Suppliers Details''' as soon as possible. This allows you to pay your Supplier on time with no embarrassing hold ups. | ||
| + | |||
| + | |||
| + | *From the '''Main Menu''' select the '''Purchases''' Module | ||
| + | *Select '''Supplier+''' to create a New Supplier '''OR''' | ||
| + | *Select the '''Supplier List''' to edit an existing Supplier | ||
| + | *Select a Supplier from the list | ||
| + | *Select the '''Contacts''' tab | ||
| + | *Click on '''New''' to add new contact details | ||
| + | |||
| + | |||
| + | You can set anyone as '''Primary Contact''' but there can only be '''One'''. | ||
| + | and enter the required details for banking setup etc. | ||
Latest revision as of 06:09, 24 September 2015
Overview
New Contact
New Contact - Can you enter customer Contact Details?
It is recommended to fill in the Suppliers Details as soon as possible. This allows you to pay your Supplier on time with no embarrassing hold ups.
- From the Main Menu select the Purchases Module
- Select Supplier+ to create a New Supplier OR
- Select the Supplier List to edit an existing Supplier
- Select a Supplier from the list
- Select the Contacts tab
- Click on New to add new contact details
You can set anyone as Primary Contact but there can only be One.
and enter the required details for banking setup etc.
