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Customers & Suppliers

Maintaining accurate records for customers and suppliers ensures smooth business operations. This manual provides detailed steps for managing customer and supplier profiles efficiently.

Creating a Counterparty

Navigate to CRM/SRM/Customers & Suppliers → Customers & Suppliers.

  • 🔹Click +create.png.
  • 🔹Choose Company or Individual.

Enter the following details:

  • 🔹Name (required): The full name of the company or individual.
  • 🔹Tax ID (required): The tax identification number used for legal and financial purposes.
  • 🔹Comment (optional): Additional notes or internal remarks about the counterparty.
  • 🔹Internal Code (optional): A system-specific identifier that can be used for internal tracking or integration with other systems.
  • 🔹Status (Active or Deleted): Select either Active or Deleted.
    • Active: The counterparty is currently in use.
    • Deleted: The counterparty is no longer active but retained in the system for historical reference.

If sending electronic invoices, provide:

  • 🔹Country
  • 🔹Province
  • 🔹District
  • 🔹Street
  • 🔹Building
  • 🔹Office

Contacts – Provide relevant contact details.

Click Create once complete.

Best Practices

✅ Regularly update customer and supplier details to ensure accuracy.

✅ Monitor outstanding balances to prevent overdue payments.

✅ Use CRM filters to quickly locate high-priority customers and suppliers.