Managing your customers and suppliers

Frequently Asked Questions

Managing your customers and suppliers

How do I add a new customer?

1. From the dashboard tap the settings button.
   Tip: The settings button is located in the top left hand corner of the screen. It looks like three lines inside a circle. 

2. From the settings menu tap ‘Customers’. 

3. Tap ‘+ Add New Customer’. 

4. You are now on the Add customer screen. Enter the name of the customer and click ‘Confirm’. 
   Tip: You can also enter the customers phone number and photo if you like. 

5. Well done! Your customer has been added.

How do I add a new supplier?

1. From the dashboard tap the settings button.
   Tip: The settings button is located in the top left hand corner of the screen. It looks like three lines inside a circle. 

2. From the settings menu tap ‘suppliers’. 

3. Tap ‘+Add New Supplier ‘.

4. You are now on the Add supplier screen. Enter the name of the supplier and click ‘confirm’. 
   Tip: You can also enter the suppliers phone number and photo if you like.  

5. Well done! You will now see the new supplier appear in your list of suppliers.