Step 1

1. Select "Sales" on menu.

2. Then click "Customers" on the submenu.

3. Click   to begin the Customers & Supplier Creation.

Step 2

1. Is it a company? If yes, please tick  , otherwise leave it blank.

2. NAME: Fill in customer company's name in "Name". If you would like to change your company profile picture, kindly click  .

3. Fill in all customer / supplier profile including (company's address, website, job position, GST no, E-mail and Contact no).

4. Click on "Sales & Purchase" shown below to continue.

Step 3

1. Salesperson: Please choose your salesperson by click the  .

2. If your company is for both customer & supplier then tick both  .

3. Click "Accounting" to continue next step.

Step 4

1. This is an optional. You may prefer leave it as "Default".

2. You may edit your "Account Receivable" and "Account Payable.

3. When everything is complete, remember to click   or to cancel the edit, click  .