Contacts Management (Supplier & Customers) 0 0

Last updated on 30/08/2023 06:41 in iconicERP » Contact Management
Posted ByAsad

Any contact can be supplier, Customer, or Both (Supplier & Customers)

Adding Suppliers & Customers

  1. Goto Contacts -> Suppliers or Customer
  2. Click on add a new contact. Select contact type – Supplier/Customer/Both
  3. Based on the contact type selected –  it will show the relevant fields. Fill in the relevant details.
  4. Click on the More More Information button to see more fields.
  5. Pay Terms: This will help the system notify you of any pending payments for suppliers & customers. You can specify the pay term in either days or months.
  6. Customer Group: 
  7. Credit Limit: This is the maximum amount of credit that can be given to the customer. If in any sales the credit exceeds this amount then it won’t allow selling on credit.
  8. Opening Balance: Opening balance of a customer or supplier before you start using iconicERP. So if there is any previous balance you can add it here.
  9. Advance balance: Sometimes customers/suppliers pay/take money in advance. This will show the amount of advance balance paid or taken by the customer/supplier respectively.

Viewing Suppliers & Customers

  1. To view details about a Supplier or Customer click on the View button. It will show the complete details along with the relevant transactions (Purchases and sales) for that contact.
  2. Pay Due amount: You can use this button to pay the due amount for a customer or supplier. This will pay the overall due amount for all invoices.

Changing the default customer name

If you want to change the default customer name “walk-in-customer” to something else follow the steps below.

  1. Go to the database contacts data table.
  2. Change the first name field to anything required.

Credit Limit for Customer

Credit limits can be added to customers.

When the credit limit is reached the partial or credit sale can’t be done for those customers.

To set the credit limit Go to Contacts > Customers > Action > Edit > More Information > Credit Limit.

Set this field blank for not having any credit limit for customers.

NOTE: Do not set the credit limit as 0 for having no credit limit.
Credit Limit = 0 (the credit for the customer is 0)
Credit Limit = blank (no restriction for credit limit(infinite))

** The time is base on America/New_York timezone