Customers & Vendors

Manage your customers and vendors in one place. Customers are the businesses or people you sell to; vendors are the suppliers you purchase from. Both are essential for quotations, sales orders, purchase orders, and invoices.

Customers

Customers are the parties you sell products or services to. When you create a quotation, sales order, or invoice, you select a customer. Keeping customer details up to date ensures accurate billing and shipping.

How to Add a Customer

Go to Inventory → Customers

Open the Inventory app and select Customers from the sidebar or menu.

Click Add Customer

Click the "Add Customer" or "New Customer" button at the top of the customers list.

Fill in the Form

Enter the customer details. At minimum, you need the customer name. See the field table below for all available fields.

Save

Click "Save" or "Create" to add the customer. The customer will appear in your customers list and can be selected when creating quotations, sales orders, or invoices.

Customer Form Fields

Field	Required	Description
Customer Name	Required	The display name of the customer (e.g., Acme Corp, Global Traders).
Email	Optional	Email address for sending quotations, invoices, and communications.
Phone	Optional	Contact phone number.
Billing Address	Optional	Address used on invoices and billing documents.
Shipping Address	Optional	Default address for shipping orders. Can differ from billing address.
Tax Number	Optional	Tax ID or VAT number for tax compliance and invoice display.
Notes	Optional	Internal notes about the customer. Not shown on documents.

Customer List

The customer list displays all your customers with key information at a glance:

Name

Customer name

Contact email address

Phone

Contact phone number

Total Orders

Number of sales orders placed

Outstanding Amount

Unpaid balance from invoices

Vendors

Vendors are the suppliers you purchase from. When you create a purchase order or purchase bill, you select a vendor. Vendor details are used for ordering, receiving, and payment tracking.

How to Add a Vendor

Go to Inventory → Vendors

Open the Inventory app and select Vendors from the sidebar or menu.

Click Add Vendor

Click the "Add Vendor" or "New Vendor" button at the top of the vendors list.

Fill in the Form

Enter the vendor details. At minimum, you need the vendor name. See the field table below for all available fields.

Save

Click "Save" or "Create" to add the vendor. The vendor will appear in your vendors list and can be selected when creating purchase orders or purchase bills.

Vendor Form Fields

Field	Required	Description
Vendor Name	Required	The display name of the vendor (e.g., Acme Corp, Global Traders).
Email	Optional	Email address for purchase orders and communications.
Phone	Optional	Contact phone number.
Address	Optional	Vendor address for shipping and documentation.
Tax Number	Optional	Tax ID or VAT number for tax compliance.
Notes	Optional	Internal notes about the vendor. Not shown on documents.

Vendor List

The vendor list displays all your vendors with key information:

Name

Vendor name

Contact email address

Phone

Contact phone number

Total Bills

Number of purchase bills received

Outstanding Amount

Unpaid balance owed to vendor

How to Edit or Delete Customers and Vendors

To edit a customer or vendor, open the list, click on the record you want to change, and update the fields. Click "Save" to apply changes.

To delete a customer or vendor, open the record and click "Delete" (usually in a menu or at the bottom of the form). You cannot delete a customer or vendor that has linked transactions (quotations, orders, invoices). You may need to archive or deactivate them instead.

Tip: Keep contact details updated. Accurate email and phone numbers ensure quotations and invoices reach the right person and help with payment follow-ups.