Creation and modification
To simplify your actions in Akuiteo, data are created and modified following the same process.

To create a new item, you can follow the process described below as an example to create a customer record sheet.
1 | From the customer search screen, go to Edit > New > New customer from the menu bar, or click on the |
2 | In the empty fields, enter the relevant data. To save the record sheet, you must fill in all required fields. A required field is indicated with an asterisk. |
3 | Save your creation by clicking on the |
Once you save the record sheet, you can no longer modify it from the creation page. To do so, you must switch to the modification mode.

To modify a screen or add data, you must switch to the modification mode and follow the process described below as an example to modify a customer record sheet:
1 | From a displayed record sheet, go to Edit > Modify or click on the |
2 | Save your changes by clicking on the |
Once you save the record sheet, you can no longer modify it. You must switch back to the Modification mode to do so.

If you mistakenly modified a screen, you can undo the action by clicking on the icon. You are therefore redirected to the Display mode. If you try to close a screen when there are still fields to be filled in or if an error was detected, a message - underlined in red - is displayed to indicate the elements that must be corrected.