Contact Management (Suppliers and Customers)

(Any contact can be a supplier, a customer, or both.)

1. Adding Suppliers & Customers

 Steps:
1️⃣ Navigate to Contacts → Suppliers / Customers.
2️⃣ Click on Add New Contact and select the contact type:

• Supplier
• Customer
• Both (Supplier & Customer)
  3️⃣ The form will display fields based on the selected contact type. Fill in the required details.
  4️⃣ Click on More Information to access additional fields.

Key Fields in Contact Management

✅ Pay Terms:

• Helps the system notify you of pending payments for suppliers & customers.
• Can be specified in days or months.

✅ Customer Group:

• A grouping feature to categorize customers efficiently.

✅ Credit Limit:

• Defines the maximum credit allowed for a customer.
• If a sale exceeds this limit, credit transactions won’t be permitted.

✅ Opening Balance:

• Represents the previous balance of a supplier or customer before using the system.
• Useful for carrying forward old balances.

2. Viewing Suppliers & Customers

 Steps:
1️⃣ To view supplier or customer details, click on the View button.
2️⃣ The system will display full contact details along with transaction history (Purchases & Sales).
3️⃣ Click on Pay Due Amount to clear pending invoices for a supplier or customer.

3. Assigning Contacts to Users

• You can assign specific customers or suppliers to a particular user for better management.

4. Managing Credit Limits for Customers

✅ How to set a Credit Limit:
1️⃣ Go to Contacts → Customers → Action → Edit → More Information → Credit Limit.
2️⃣ Enter the maximum allowed credit for the customer.
3️⃣ If the credit limit is reached, partial or credit sales will not be allowed.

 Important Notes:

• Credit Limit = 0 → The customer cannot buy on credit.
• Credit Limit = Blank → No restriction (infinite credit limit).

Make sure to set your credit limits carefully to avoid financial problems in the system.