Difference between revisions of "Creating a new customer or supplier"
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In Platinum customer information (name, address and telephone number etc) are stored against account codes. All invoices, payments notes etc are stored against this for future reference. | In Platinum customer information (name, address and telephone number etc) are stored against account codes. All invoices, payments notes etc are stored against this for future reference. | ||
| − | To create an account you simply type the first three letters of the customer/suppliers surname into the account code box and press {{KeyPress|S-F10}}. This will take you to a search box allowing you to check if there is already an account for this name. If not click the {{Button|Add}} | + | To create an account you simply type the first three letters of the customer/suppliers surname into the account code box and press {{KeyPress|S-F10}}. This will take you to a search box allowing you to check if there is already an account for this name. If not click the {{Button|Add}} button and this will automatically create an account code that has the three letters you entered and a sequential number e.g. {{DataValue|JON003}} for the third account on the system with a name of jones. |
It is important for to fill in as much information on the first tab of the account details as possible to make your database as useful as it can be. | It is important for to fill in as much information on the first tab of the account details as possible to make your database as useful as it can be. | ||
Revision as of 00:07, 23 February 2008
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Summary
The following article outlines how to create a new customer or supplier.
Additional Information
In Platinum customer information (name, address and telephone number etc) are stored against account codes. All invoices, payments notes etc are stored against this for future reference.
To create an account you simply type the first three letters of the customer/suppliers surname into the account code box and press <Shift+F10>. This will take you to a search box allowing you to check if there is already an account for this name. If not click the [Add] button and this will automatically create an account code that has the three letters you entered and a sequential number e.g. 'JON003' for the third account on the system with a name of jones.
It is important for to fill in as much information on the first tab of the account details as possible to make your database as useful as it can be.
 | Keep you customer/supplier names as the full forenames and surnames to make searches more effective. |
See also
