Creating a New Customer or Vendor

Learn the streamlined process for creating new customers and vendors in 10X ERP. This guide walks you through the key steps, from the initial 'Quick Create' button to saving the primary business address and contact details.

• Access 'Quick Create' or Use Shortcuts GC (for Customer) or GV (for Vendor)
• Provide Unique Customer or Vendor ID
• Add Basic Information: Name, Phone Number, Sales Rep
• Create Primary Contact and Email
• Create Primary Business Address
• Update Invoice Destination Email
• Finalize and Save