Adding New Customers (Formerly Contacts/Agencies)

1. Click ‘Trading’ on the navigation on the left-hand side.
2. Click ‘Customers & Suppliers’ from the drop-down menu.
3. Click ‘New’ and click ‘Contact’ from the drop-down.
4. Enter the details (mandatory fields are marked with a grey asterisk).
5. Click ‘Next’ if required, and enter the details for the bank section and the other section.
6. Once all details have been completed, click ‘Submit’.