Adding new Companies & Buyers

 

To add a new Company:

  1. From the menu, select "Companies"
    company_menu.PNG



  2. From the Company gallery, select the "More Options Kebab" to bring up the action menu
    IMG_5286.PNG

  3. Select "Add Company"
    IMG_5287.PNG


  4. Enter details for the new Company and hit "Save"
    IMG_5288.PNG


 

To add a new Buyer:

  1. One way is from the menu, select "Buyers"
    buyer_menu.PNG


  2. From the Buyers gallery, select the "More Actions Kebab" to bring up the action menu
    IMG_5289.PNG


  3. Select "Add Buyer"
    IMG_5290.PNG


  4. Enter the new Buyer information and hit "Save"
    IMG_5291.PNG



  5. The second way to add Buyers is to navigate to an existing Company's contact card, and select "Create New Buyer"
    IMG_5292.PNG



  6. Enter new Buyer information and hit "Save"
    IMG_5293.PNG
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