Add a New Record

Point of Sale Basics | Program Capacities | Glossary

This general procedure is for adding a non-document record (item, department, vendor, or customer). For specific steps on creating any record or document in Point of Sale, select a link from lists below.

New records are typically added using a record form, even if you are in a record list when you select New. This procedure assumes you are using a form to add a record. For instructions to add a record directly in a list, click here.

To add a new record:

Select New from a list or form, or Add New from a drop-down in a lookup field.

A blank form is displayed.

Navigate through the form fields, making entries as appropriate. Be sure to complete all required fields for the record type (marked with an *).
click Save.

Or click Cancel anytime before saving to discard the new record.

For more information on adding specific record types:

Add an item	Add a department
Add a customer	Add an employee
Add a vendor	Add a time record

For more information on creating new documents:

New sales receipt	New voucher
New purchase order	New adjustment memo
New customer order	New transfer slip

Enter data

List items on documents

Program capacities