New business partner

This document will explain the process of how to create a new customer but the process is the same for creating a new supplier or agent.

To create a new business partner (Customer, Supplier or Agent) follow the steps below:

Select the Customer/Supplier/Agent icon which will open a create new customer window.

Enter the appropriate region scheme and sales region for your customer.

Then Select Ok.

Then continue to fill in the details about the customer in the various data fields

To enter the customer's phone number select the white paper icon in the mid right hand section of the business partner window.

The Order/Invoice will display only the number entered under the connection type "Telephone" and "Email". You can enter as many number as you want by only these too will be used when printing.

When you have finished, click the save icon and then close the window.