Customers and Suppliers

Search before creating

Search by name, TIN, email, and phone. A slightly different spelling is not a reason to create a second record.

Create or update a customer

1. Select Customers → New Customer.
2. Enter the approved name, country, TIN, email, phone, and address information.
3. Confirm legal and contact details with the source document.
4. Save once, then find the customer in the list.
5. Use the customer on a draft sales document and confirm the displayed details.

Create or update a supplier

1. Select Suppliers → New Supplier.
2. Enter the approved legal name, country, TIN, email, phone, and address.
3. Save once and verify the record before using it on procurement or expenses.

Do not overwrite one company with another company's information. Before deactivating or deleting a master record, review its open invoices, payments, orders, receipts, expenses, and reports.