Creating cards

Cards Overview > Creating cards

Step 1: Select the type of card you need and enter card details
Step 2: Enter selling, payroll and buying details (customers, employees and suppliers only)
Step 3: Enter payment details (customers and suppliers)
Step 4: Make a Contact Log entry
Step 5: Enter jobs (customers)
Step 6: Enter history for customers, suppliers and salespeople
Step 7: Add the card to your records
Step 8: Enter historical sales for customers
Step 9: Enter historical purchases for suppliers

You can create four types of cards. Read the following information carefully, so you're sure you're creating the card you need.

You'll create cards in the Card Information window. The window has several possible views:

When a card type is chosen you'll be able to enter information in the views that apply to the card type. If you're creating a customer or supplier card, see An important procedure to perform after creating customer and supplier cards.

Click below for the step-by-step procedure:

Creating cards