New Button
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
- Site
- Card
- Cases
- Contracts
- Customer Debits
- Customer Credits
- Customer Payments
- Supplier Debits
- Supplier Credits
- Supplier Payments
- Payment Reconciliation
- Payment Run
- Bank Accounts
- Bank Deposit
- Bank Payments
- Bank Transfers
- Bank Reconciliations
- General Ledger Chart of Account Tree View or List View
- General Ledger Journal
- General Ledger Standing Journal
- Product
- Catalogue
- Price Change Request
- Product Label
- Serial Numbers
- Stock Location Transfer
- Stock Quantity Adjustments
- Stocktakes
- Stock Transfer Out
- Stock Transfer In
- Sales Order
- Sales Shipment
- Delivery
- Gift Registry
- Gift Vouchers
- Laybys
- Lay-bys
- Invoice Runs
- Sales Runs
- Purchase Orders
- Purchase Receipts
- Purchase Runs
- Service Order Template
- Service Orders
- Schedule
- Machines
- Machine Template
- Meter Count Runs
- Reports - Analysis
- Form Reports
- List Reports
- Email Batches
An Example of the use of the 'NEW' Button
Creating a New Card
- Click on Relationships then click on card
- Click on 'NEW' Button
- Continue entering the details required. Creating a Customer Card Creating A Supplier Card