Add a Trader

1. Click on traders button

1. Click on trader button and move to add

1. Enter in account code, name and address
2. Change Type from dropdown to either S for Customer or P for Supplier
3. Click on Dropdown to put in credit terms
4. Enter a credit limit if required
5. Click on Currency Dropdown and pick the relevant one
6. Enter a Rep code and Account manager if a customer
7. Click on confirm

1. to Add the contact details Click on contacts button
2. Click on add Contact
3. Fill in contact details eg sales and accounts
4. Click on confirm and x from screen
5. Click on dropdowns for Sales & Accounts Contacts and pick relevant contact person
6. Click on confirm