Fast-Add a New Data Record

Use this procedure to add a customer quickly from a transaction window.

In a transaction window, go to the ID field, and enter the new record ID you want to create.

The field turns dark blue and flashes three time to indicate that the record does not currently exist in the database.

Continue entering transaction information; when finished, select Save.

The "Invalid ID" message appears.

Do one of the following:

Select the Fast Add button.

Sage 50 automatically creates the new record. You can continue entering transactions and when finished, save the transaction. Later, you can go to the appropriate maintenance window and enter pertinent information to complete the new record.

Select the Set Up button.

The appropriate maintenance window appears. For example, if you entered the ID of an employee who is not in the database, the Maintain Employees/Sales Reps window appears.

Enter all pertinent information for the record you're setting up. If you need assistance, select the Help button in the toolbar at the top of the window.
When finished, select Save to save the record, and close the maintenance window.

Sage 50 saves the record. The original transaction window you were working in returns.
Select Save again to record the transaction.

Fast-Add a New Data Record

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