When you enter a new product, customer, or vendor, you can use a "New Wizard," which takes you through the process, step by step.
To use the New Wizard from the Product, Customer, or Vendor Maintenance window:
From the Maintenance menu option, select Product, Customer, or Vendor to open the maintenance window you want.
From the File menu, select New Wizard.
Enter the appropriate information in the active window, and then click Next when you are ready for the next step. If you need to return to a previous step, click Previous. The step number you are on displays in the New Wizard window header.
Note: A field marked with a red asterisk (*) is required.
In the Sort By field, enter the most significant word of the name, using any combination of numbers or letters (up to 15 characters).
In the Index field, add information that might be useful for a search. For example, when a new customer is set up in the system, a customer name is entered, as well as index terms that are used to locate the customer later. These index terms typically include all or part of the customer name, phone number, and zip code, as well as other characters that your company wants to use.
Click Finish. The system displays the maintenance record for the new product, customer, or vendor.
Note: If you need to make any changes, place your cursor in the field you want to edit and re-enter the information.
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