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 popup.
- Either click Save & New button to save current customer then continuing 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 transaction [required]|
|GST||Client / Supplier valid GSTIN number [optional]|
|Composition Scheme||Check it, if they belong to Composition Scheme|
|PAN||Client or Supplier valid PAN number [optional]|
|TDS %||If the PAN number is provided you have to provide the TDS percentage|
|Email ID||Provide the contact mail ID [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 contact|
Editing Customers / Suppliers
You can edit the customers / Suppliers , using the Edit option associated with each of it. You can edit and hit Save.
Deleting Customers / Suppliers
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.