Manage your business relationships by quickly searching, viewing, and editing supplier and customer details, all from the convenience of your mobile device.
Here's how you can find and edit supplier and customer information in the app:
- On the home screen, tap on More.
- Tap on Customers & suppliers.
- From there, you have two tabs: one for suppliers, one for customers.
- You can also search for a customer by keying their name or company number in the search bar.
- To add a new customer or supplier, click on the plus button.
- To edit a customer or supplier, click on their name and update their details in their file. Don't forget to tap on Save at the top-right of your screen to keep your changes.
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