Create a New Contact for a Customer or Vendor
Learn the different ways to add Contacts to Existing Customers or Vendors in 10X ERP, whether you're in the customer module or in the middle of drafting sales and purchase orders.
- Locate a Customer or Vendor
- Access the Contacts Tab
- Click the Plus Button
- Fill in the Contact Details
- Save with Ctrl+Enter or the Check Button
- Contact Appears in Sales and Purchase Orders
- You can also add and edit the Contact directly in any Contact field, Sales Orders, Purchase Orders, and more!