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Companies and Contacts

  Companies and Contacts are the basic building blocks of any organization. To Add Companies to your database On the Main Menu navigate to Customer or Supplier On the drop do

K. Romeo
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Companies and Contacts
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Companies and Contacts

 

  1. Companies and Contacts are the basic building blocks of any organization.
  2. To Add Companies to your database
  3. On the Main Menu navigate to Customer or Supplier
  4. On the drop down, select New Customer/New Contact
  5. This will bring up the list page with the existing Companies/Contacts in the database listed
  6. Click on New Company or New Contact button to procced.

 

Further Reading: Adding a New Company and Adding a New Contact

 

 

 


About the author
K. Romeo writes practical ERP and operational workflow guides for SMEs in trading, retail, and multi-branch businesses. The focus is always the same: reduce manual work, increase visibility, and protect margin.