Accountants Enterprise only The Create Client Wizard / Create Contact Wizard is your starting point to add a client or contact to the database. To add a new supplier, use the Add New Supplier Wizard. The steps involved in adding a new client, contact or contact supplier are: If you're creating a client, you'll also need to complete: If you're adding a new supplier, you'll also need to complete: UI Expand |
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title | To open the Create Client/Create Contact wizard |
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| - In MYOB AE, click on the drop-down arrow underneath the Contacts icon.
- From the drop-down menu, choose New then click the type of contact you wish to create (i.e. Contact, Client, Employee or Supplier). The Create Client/Contact wizard appears with the Main tab open by default.
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You can access this wizard in other ways, such as: - Creating a client/contact from the Find Clients / Find Contacts tabs
- Using keyboard shortcuts such as [Ctrl+E] for new Employee and [Ctrl+L] for new Client.
While adding a new client, you can modify information in previous steps by clicking Back. You can also cancel the client creation at any time in the wizard by clicking Cancel. Step 1 and Step 2 are the mandatory steps in the wizard. On completion of Step 2, you can click Finish to save the new client with any details entered up to that point | . This creates to create the initial client record. | Additional information be added or edited edit or add more information at a later stage | on individual tabs of the Client / Contact page. |
All clients created using the wizard can be searched for, opened and worked on at any time outside the wizard in the usual way. Cancel the client creation at any time in the wizard by clicking Cancel. While adding a new client, you can modify information in previous steps by clicking Back. UI Text Box |
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| When working through the Create Client Wizard, | you cannot leave current step until the are completedmust completed in order to proceed to the next stage of the wizard. A warning icon | Image Removed is Image Added will be displayed beside the mandatory fields. | Complete Once these fields have been completed, | then |
Using the Client and Contact pages Working with clients and contacts UI Expand |
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title | To open the Add New Supplier Wizard |
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| The Add New Supplier Wizard can be opened in a number of ways: Select File > New > Supplier from the main menu. Select Contact > New > Supplier on the toolbar. Click [Ctrl]+S. Click the Create supplier option on the Tasks bar when the Find Suppliers page or a Supplier page > Main tab is open.
The Add New Supplier Wizard opens on Step 1 — Personal details and responsibility. |
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