Add and manage customers and suppliers
Keep one record for every business or person you trade with, whether they buy from you, sell to you, or both.
Customers and suppliers are stored in the same place and called parties. Each party has a Party Type: Customer, Supplier, or Customer & Supplier. Invoices, bills and quotations all pick from this list.
Find a customer or supplier
- Open CRM > Customers or CRM > Suppliers in the menu. Each shows the parties of that type.
- Type in Search parties to find someone by name.
- Use the Status filter to show only Active or Inactive parties.
Add a party
- Open the list and select Add New Party.
- Fill in Name (required) and choose the Party Type.
- Optionally set Client Type (Individual or Business), Country, Currency, Email, Phone and an address note.
- Under Billing Address, enter the address lines, city and postal code. The state field appears only for countries that use one.
- Under Financial Details, set Payment Terms (days), Credit Limit and Opening Balance. Choose They owe us or We owe them for the opening balance.
- Select Add Client.
Open a party's record
Select a name in the list. The record has these tabs:
| Tab | What it holds |
|---|---|
| Overview | Contact details, payment terms, credit limit, opening balance, billing address, notes and Marketing Consent |
| Contacts | The people you deal with at that business. You can mark one as Primary contact |
| Ledger | Debits, credits and the running balance |
| Tax Registrations | Tax numbers by country, with a status of Registered, Unregistered or Exempt |
| Documents | Files you upload. Each file can be Private or Visible in Portal |
| Settlements | Only for suppliers. Shows settlement statements |
Select Edit at the top of the record to change the details. Use Update Client to save.
Remove a party
In the list, select the trash icon on the party's row and confirm. The party is moved to the recycle bin; it is not erased straight away. You need delete permission for this.
Good to know
- The Opening Balance is locked once it has been posted. Edit it only when you add the party.
- Marketing consent is separate from the party record. See Consent, suppression and unsubscribing.
- To add many parties at once, see Import, export and bulk edit parties.