Setting Up
Trading Partner
You can create your Trading Partner by clicking Trading Partner > New Trading Partner from the menu areas.
Once you have filled in the screen with the data you wish to store press Create Trading Partner at the bottom of the screen to store the record.
Note mandatory fields are coloured blue and are bold (for example Trading Partner Name). Non-mandatory fields are black (for example Postcode).
Contacts / Addresses
You can create individual contacts / addresses by clicking Trading Partner > New Contact/Address from the menu areas
These could be individuals at the Trading Partner, or different braches of the Trading Partner.
You can assocuiate it with the appropriate Trading Partner from the drop down indicated in the screen above