Customers & Supplier help

Includes: Searching, adding and deleting customers. Now you can mark Suppliers.

Search

  1. Go to: [Search] > select [Search Customers]
  2. Enter a minimum of 3 letters, then hit {enter}, or scroll through the list, filter by customer or supplier if required.
  3. Select a customer by clicking once (or click {back} to return)
  4. Selecting a customer takes you to: Home > Customers > Customer maintenance
  5. Click [Edit] to add new, or amend data, then click [Save]

Adding

  1. Go to: [Sales] > select [Add Customer]
  2. Enter new data: minimum data is: name, address, phone
  3. If Supplier, check the Supplier box.
  4. Click [Save]

Deleting

NB: Only customers with no history can be deleted, if you get an error on deleting its because of history
  1. Go to: [Search] >, select [Search Customers]
  2. Enter a minimum of 3 letters, then hit {enter}, or scroll through the list, filter by customer or supplier if required.
  3. Select the customer you wish to delete
  4. Click [Delete] to remove
  5. Confirm the delete when the alert pops up


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