Description

This document explains how to create a new Customer or Supplier card in WMS.

WMS only allows creating new cards. Editing not supported in WMS and managed in Accounting software.


Detail Steps

  1. Login to WMS > Open Tools ➡ Finds Contacts ➡ "New Contact."

2. Fill in the card information.

3. Click "Save and Close."

4. Go to Tools ➡ Connect ➡ Replicate from Accounting ➡ select “Express” mode to bring a new card to Accounting software.

   Once the new card is in Accounting software, you can update details, and with the next replication, info will come across to WMS.

If the "New Contact" option is not available in Customer Lookup Assistant, please go to the Options ➡ Preferences ➡ Replication tab ➡ to enable "Allow creating of Accounting contacts directly from WMS" ➡  Record Preferences.

Related Information

None