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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
titleTo open the Create Client/Create Contact wizard
  1. In MYOB AE, click on the drop-down arrow underneath the Contacts icon.
  2. 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.
    Image Added

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

You can

be added or edited

edit or add more information at a later stage

on

from the

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.

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When working through the Create Client Wizard,

you cannot leave

the

current step until the

mandatory fields

are completed

must completed in order to proceed to the next stage of the wizard. A warning icon

Warning_icon.gifImage Removed is

Image Added will be displayed beside the mandatory fields.

Complete

Once these fields have been completed,

then

click Next to proceed.

Related topics

Using the Client and Contact pages

Working with clients and contacts
UI Expand
titleTo open the Add New Supplier Wizard

The Add New Supplier Wizard can be opened in a number of ways:

  • Select FileNew > Supplier from the main menu.

  • Select ContactNew > 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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titleRelated topics
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Working with clients and contacts

Clients and contacts