In the Web Pack the procedure for creating a new Client or Vendor is much the same as when using the normal Client Server mode of operation. However in the Web Pack the procedures for creating transactions for either Clients or Vendors are slightly different as follows.
- Client Server – The the type of transaction is selected first then the Client or Vendor is entered into the transaction.
- Web Pack – The Client or Vendor is selected first then the type of transaction is selected and then processed for that Client or Vendor.
When these Web based transactions have been saved they may be viewed in Client Server mode and will appear as normal transactions. For example a Quote will appear as a QCI, an Order as an OCI and a Sales as an SCI.
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