How to Manage Customer or Supplier Categories
Posted: Wed Sep 25, 2024 4:56 pm
To Add, edit or delete a customer category:
1. Launch CAPITAL Business Manager.
2. From the top menu select Section|Card Files
3. Select the Card File: Customer Categories
(If your Card Files have been placed under separate tabs it may be necessary to locate it by checking for it under tab until found.)
4. Double-click with your mouse to open the Card File.
5. Press Add to create a new category, or select the category you wish to change and double-click with your mouse to open it, or press the Delete button to remove it. Once you have made your changes, press Save.
To Add, edit or delete a supplier category:
1. Launch CAPITAL Business Manager.
2. From the top menu select Section|Card Files
3. Select the Card File: Supplier Categories
(If your Card Files have been placed under separate tabs it may be necessary to locate it by checking for it under tab until found.)
4. Double-click with your mouse to open the Card File.
5. Press Add to create a new category, or select the category you wish to change and double-click with your mouse to open it, or press the Delete button to remove it. Once you have made your changes, press Save.
1. Launch CAPITAL Business Manager.
2. From the top menu select Section|Card Files
3. Select the Card File: Customer Categories
(If your Card Files have been placed under separate tabs it may be necessary to locate it by checking for it under tab until found.)
4. Double-click with your mouse to open the Card File.
5. Press Add to create a new category, or select the category you wish to change and double-click with your mouse to open it, or press the Delete button to remove it. Once you have made your changes, press Save.
To Add, edit or delete a supplier category:
1. Launch CAPITAL Business Manager.
2. From the top menu select Section|Card Files
3. Select the Card File: Supplier Categories
(If your Card Files have been placed under separate tabs it may be necessary to locate it by checking for it under tab until found.)
4. Double-click with your mouse to open the Card File.
5. Press Add to create a new category, or select the category you wish to change and double-click with your mouse to open it, or press the Delete button to remove it. Once you have made your changes, press Save.