Cards Overview - Adding cards

Adding cards

You'll add cards in the Card Information window. The window has several possible views:

Using the Profile view

Using the Card Details view

Using the Selling Details view (Customer cards only)

Using the Buying Details view (Vendor cards only)

Using the Payment Details view (Customer cards only)

Using the Payroll Details view (Employee cards only)

Using the Contact Log view

Using the Jobs view (Customer cards only)

Using the History view (Customer, vendor and employee cards only)

When a card type is chosen you'll be able to enter information in the views that apply to the card type. If you're creating a customer or vendor card, you'll also To enter an historical sale for a customer and To enter an historical purchase for a vendor.

Step by step
To add a customer card
To add a vendor card
To add an employee card
To add a personal card

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