New Button

Owned by Diane Partridge
Last updated: Aug 27, 2014 by Monica Chand (Deactivated)

The 'NEW' Button works the same way in every module. The 'NEW button depending on which module you are in allows you to create a New Card, or New Contact or New Product a New Payment Run etc. 

This New button is available in the following modules

  1. Site
  2. Card 
  3. Cases
  4. Contracts
  5. Customer Debits
  6. Customer Credits
  7. Customer Payments
  8. Supplier Debits
  9. Supplier Credits
  10. Supplier Payments
  11. Payment Reconciliation
  12. Payment Run
  13. Bank Accounts
  14. Bank Deposit
  15. Bank Payments
  16. Bank Transfers
  17. Bank Reconciliations
  18. General Ledger Chart of Account Tree View or List View
  19. General Ledger Journal
  20. General Ledger Standing Journal
  21. Product
  22. Catalogue
  23. Price Change Request
  24. Product Label
  25. Serial Numbers
  26. Stock Location Transfer
  27. Stock Quantity Adjustments
  28. Stocktakes
  29. Stock Transfer Out
  30. Stock Transfer In
  31. Sales Order
  32. Sales Shipment
  33. Delivery
  34. Gift Registry
  35. Gift Vouchers
  36. Laybys
  37. Lay-bys
  38. Invoice Runs
  39. Sales Runs
  40. Purchase Orders
  41. Purchase Receipts
  42. Purchase Runs
  43. Service Order Template
  44. Service Orders
  45. Schedule
  46. Machines
  47. Machine Template
  48. Meter Count Runs
  49. Reports - Analysis
  50. Form Reports
  51. List Reports
  52. Email Batches

An Example of the use of the 'NEW' Button

Creating a New Card

  1. Click on Relationships then click on card
  2. Click on 'NEW' Button
  3. Continue entering the details required. Creating a Customer Card Creating A Supplier Card