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How to add a new company and buyer directly from the working order

If you're creating an order for a new retailer, you have the ability to create a new Company and Buyer directly from the Working Order.  To create a new company, first click on ADD NEW CONTACT.

 

WEB

 

Next, click on ADD NEW COMPANY

 

 

Now you'll enter the name of the Company and click Create

 

Now you'll need to enter the name and email of a Buyer for your new company. Finally, don't forget to click SAVE.

 

iPAD

The process is identical on the iPAD App, but will have a slightly different appearance.

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