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
- Click on the blue button at the top of the screen.
- Select New Company.
- Confirm the action in the popup.
- The company record is then available for you to complete.
Method Two
- Click on the blue button at the top of the screen.
- Select New Sales Order.
- Click on the + New Company button in the dialog.
- Confirm the action in the popup.
- The company record is then available for you to complete.