Effective vendor and customer management is critical to the smooth running of any online business. This article provides a comprehensive step-by-step description of creating business contacts in the ERP system.
Creating a business contact
The ERP system provides flexibility by allowing a contact to serve as both a customer and a vendor. This is particularly useful when working with contractors who can fulfill both roles simultaneously.
- Select the Contacts.
- Click the New button to initiate the creation of a new business contact.
- Select the contact type depending on the nature of the transactions:
- Individual: Ideal for individuals, such as customers placing individual orders.
- Company: Suitable for legal entities that require additional details such as a VAT number.
5. Click the Save manually button to complete the process.
Note: Any details entered on the contact form will also be displayed on the sales invoice.
It is recommended that the vendor is pre-created for instances where a purchase order needs to be processed so that legal information (VAT, company address, etc) is conveniently pre-entered. The contact can also be created at the time of order creation. 