Adding and managing customers and suppliers

Adding a customer or supplier

1. Go to Contacts › Customers (or Suppliers), then Add. On the POS you can also click + next to the customer box.
2. Choose Individual or Business and fill in the name and Mobile number. The mobile number is how you'll find them quickly at checkout.
3. Optional: e-mail, address, tax number, pay term, credit limit, opening balance and customer group.
4. Click Save.

Note: Walk-In Customer is the default for anonymous cash sales. Don't use it for credit sales or customers you want to track.

Finding a contact

Search by name, business name, phone or contact ID on the Contacts list or at checkout. On the POS customer box, typing part of a phone number works too.

Contact page

Click a contact's name to open their page:

• Ledger: every sale, payment and return with a running balance;
• Sales / Purchases, Payments, Documents & Notes, Activities.

Editing or deactivating

Use Actions › Edit to update details. If you no longer deal with someone, choose Actions › Deactivate rather than deleting, so their history stays in your reports.

Tip: Duplicates make balances confusing. Search before adding a new contact.