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Create A New Client or Supplier

Setup a new client or Supplier

Updated over a month ago

To create a new client or supplier, navigate to the Clients & Suppliers tab, select new client and then enter the information for the client/supplier. Please keep in mind that the following fields are mandatory: Client name, Contact Person, Address 1, City & Postcode.
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You can also use the quick create option, or a create a new client whilst creating a new job by selecting the + icon next to the client field.

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