Adding an Entity

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Adding an Entity

To add a supplier, customer, employee or other entity, you need to do the following steps:
1. From the System Utilities Module, choose the Data Entry "Ribbon" and the Add/Edit People Places Things Entities Module step.
2. The People, Places & Things - Main Editor form will be displayed in EDIT mode. Choose the [New] button to switch to ADD mode.
3. Enter the information for the entity.
4. After the name and address have been entered, press either [Vendor Information], [Customer Information] and/or [Employee Information]. Pressing these buttons will bring up additional screens specific to that entity. You will also have the opportunity to enter memos and a mailing address if it is different from the physical address.
5. Press [Save] to save changes to the current entity. The screen will clear and return to EDIT mode on the People Places Things - Main Editor form.
6. Choose the [New] button to return to ADD mode and enter a new entity -or- Select an existing entity to edit -or- Choose [Close Window] return to the main Module.