Managing both Customers & Suppliers are same and are free from complications.
You can manage your client / lead, under Manage → Customers.
To manage your suppliers, go to Manage → Suppliers.
You can add, edit, manage or delete your customers & suppliers.
Customers / Suppliers Listing
Customers / Suppliers will be listed with their Name, Company Name, Email, Contact Mobile & their corresponding Balances.
You can search your customers / suppliers by their name or with their related details using the search box.
You can export your customers / suppliers list in CSV format using Export CSV Button.
Adding Customer / Suppliers
To Add customer,
- Click on Add Customer / Add Suppliers button in respective pages.
- Provide the needed details in New Customer / New Supplier popup.
- Either click Save & New button to save current Customer / Supplier then continue to add another customer.
- Or click Save to save the customer.
|Company Name||Provide your Customer’s / Supplier’s Name [optional]|
|Contact Name||Enter the name of the Person-in-charge [optional]|
|Display Name||Provide the name that you wish to show and use in all your transactions [required]|
|GST||Client / Supplier valid GSTIN number [optional]|
|Composition Scheme||Check the box, if they belong to Composition Scheme[tax payers whose turn over is less than one crore belong to composition scheme]|
|PAN||Enter the customer’s or supplier’s valid PAN number [optional]|
|TDS %||If the PAN number is provided you have to provide the TDS percentage|
|Email ID||Provide the mail ID of the Customer / Supplier [optional]|
|Tag||You can group customers / suppliers under preferred category. [optional]
Just provide the tag name to add a tag or you can choose from your previous one.
|RateSheet||Select the Rate sheet for your customer. [optional]|
|Active||Check this option to allow customer / suppliers you wish to do the transactions with.
If its unchecked, these customer / suppliers can’t be used in any transaction afterwards.
|Address||Provide the address for the customer / supplier|
How to edit a customer/supplier?
To edit a customer/supplier. Use the edit option associated with each of the customer/supplier in the list.
How to delete a customer/supplier?
To delete a customer/supplier. Use the delete option from the dropdown associated with each of the customer/supplier in the list.
The Customers / Suppliers whose balance is nil or zero, can be able to delete.
If the customer / supplier have remaining balance / transaction, they can’t be deleted.