Creating a new party

To create a new party:

1. Click Parties to open the Parties module.
2. Click Add New party to create a new party.
3. Complete whatever fields you need on the Details tab. This table provides guidance for some fields:

   Property	Description
   Surname	This field is required
   Preferred/Given Name	(Optional) If a preferred name is provided, it is typically used on reports and in the web ordering interface.
   Type	Specify whether the party is an individual or a group.
   Customer Number	Used to record customer identification numbers from an external system such as a billing system. If you do use this field, it must be unique.
   User Name	A User Name is required to log in to some Rubicon desktop applications. It is not case sensitive. If you are using Windows Authentication to log in, make sure that the party's User Name is the same as their windows login name.
   User Number	The User Number is assigned by the system. Customers will usually log in to web-based ordering systems using the customer number.
   Contact Details	Enter whatever contact details you need to integrate with system communication. For example, to send order confirmations by email, you must provide an email address. If you need to enter custom details or informal notes, use the Contact Method field.

4. Click Save to save the new party.