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Horizon Manuals » Getting Started with Horizon » How to add or modify contacts on a trader card

Topics

  • Sales Orders, Deliveries & Returns 5
    • Creating a Sales Order
    • Creating a Sales Returns
    • Adding Notes on Sales Orders
    • How to create a back to back purchase order from a sales order
    • How to confirm a Delivery status on a Sales order from D when completely delivered.
  • Sales Invoices, Credits & Receipts 5
    • Raising credit notes using the Raise Invoices and Credits option
    • How to Invoice individual orders
    • Adding New Sales Receipts
    • How to create a journal entry to Write off Overpayments and Bad Debts
    • How to write off an underpaid invoice amount when putting on the sales receipt.
  • Purchase Orders & Returns 4
    • Creating Purchase Orders using the shopping process
    • Creating & Processing Purchase returns
    • Spicers & Vow Shortages
    • Converting Purchase order into Stock Movement
  • Purchase Invoices, Credits & Payments 7
    • Converting Purchase Orders to Purchase Invoices
    • Adding a Overhead Invoice
    • Automatic Payments to Suppliers
    • Creating a Manual Purchase Payment
    • Creating a Direct Payment to a Supplier
    • Sending Electronic Remittances to the Wholesalers
    • Combining Two Purchase Orders into One Invoice
  • EDI Orders & Invoicing 4
    • How to send Purchase Orders electionally using Wholesaler Comm's
    • Collecting EDI Invoices from Suppliers
    • Collecting Supplier Terms File
    • Exporting data to Sales-I
  • Contracts & Pricing 9
    • How to create a new contract.
    • How to create a Sales Quotation
    • Turn a Quote into a Contract
    • Catalogue contract matrix spicers
    • Catalogue Contract Matrix Vow
    • Creating a Fixed Margin Contract on a Matrix Range
    • Sharing Deals Across Traders
    • Changing the Expiry Dates of Contracts
    • Price Manager
  • Stock Management 7
    • How to look up stock/product card F8
    • Adjusting Stock via Product Card
    • How to modify a Product Description or Pricing on a Product Card
    • Searching for discontinued items
    • Exporting Catalogues
    • Weekly price update import
    • Merge Stock cards together
  • Trader Card (Customer & Supplier) Management 11
    • Add a Trader
    • Adding a Mailer Contract to a Customer
    • Sending Copy Invoices by Email from Credit Control
    • Modify address on Trader Card
    • Add a Delivery Branch to an Account
    • How to find Trader (F9) Ledger Detail
    • History section of trader card
    • How to add or modify contacts on a trader card
    • Create a flat discount for customers
    • How to add contacts to the Sales and Accounts contacts field on a Trader Card
    • Allowing Back orders from Wholesalers

Last Updated

Nov 08, 2010

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Other Resources

  • Horizon Manual
  • Getting Started with Horizon
  • Horizon Web

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  • Prev: History section of trader card
  • Next: Create a flat discount for customers

How to add or modify contacts on a trader card

How to add or modify contacts on a trader card.

Media_1289224322895_display Zoom

1. Click on trader button.
2. Add in the trader you want to add/modify the contact details on.
3. Click on Contacts.

You can see the contacts already set up at a quick glance under the contacts tab bottom half of the screen but to make changes you need to click the contact button top half of the screen

If you want to add an contact.

Media_1289224830897

1. Click on add contact button.
2. Fill in the details regarding the new contact in this instance it was joebloggs.
3 Click confirm

If you want to simple modify an existing contacts details.

Media_1289225007112

1. Highlight the contact you want to modify the details on.
2. Amend the details in this instance I have added in a mobile no:
3. Click on confirm

  • Prev: History section of trader card
  • Next: Create a flat discount for customers

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