Create a New Company

Add new Customers and Suppliers to your drop downs

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  1. Navigate to Resources -> Companies

  2. At the top of the page in the Tool Bar, select the Add Button
  3. In the side action panel:

    • Enter in Company Name (required)

    • Select if a Customer

    • Select if a Supplier

  4. Select Create Company

  5. Add any additional information

  6. Select Save

Note: A company can be both a customer and supplier OR neither.