Customer data can be added, deleted, or modified using the Customer Menu. A separate customer record is required for each billing address you wish to use.

Each customer, however, can have an unlimited number of contacts. This enables order tracking for different individuals at the same company, without forgoing consolidated billing and overall customer management.

1. From the Home Screen, click New Company. This will open a new Company record which you can Save and modify at a later time.
2. Under the Company tab you will be required to fill in a few values such as Company Name. Required fields are highlighted in Blue.
3. Moving to the Contacts tab, add a new contact by selecting the New Contact button. Fill in all required fields here
4. With all required fields entered you can now Save the Company.