Friday, 21 October 2011

Adding a new Contact

In OfficeBooks, contacts are people or companies you do business with.  Suppliers, customers, staff members, everybody is a contact.

Creating a new contact is straightforward.

  1. Select the Contacts option from the main menu bar
  2. Click the New Contact link
  3. Fill-in your contact's details.
  4. Be sure to tick the appropriate boxes for contact types.  When creating a purchase order OfficeBooks will allow you to select any of your contacts that have be tagged as suppliers.  Likewise, when creating a sale, you will be able to select customers.
  5. Click Save - and you're done.