If you have many customers or vendors to add, you can save time by importing them in bulk (The technical team can to this) .
- On the left-side menu, click Partners.
- At the top right of the Customers page, click 'New Partner'.
- Fill in the necessary details: Legal Name of the customer or vendor, VAT Number (if applicable) ,Relationship: Select whether this is a Customer or Vendor.
- Add Contact Information: In the Contacts section, you can add one or more contact persons for each partner.
- Select the Contact Type (e.g. Primary, Sales, Procurement, or Other)
- Add their email address and phone number
- To add more contacts, click 'Add Contact'. This is useful if you want to send invoices or communications to multiple people at once.
- The currency will default to your business’s base currency, but you can change it per partner. Any transactions (like invoices or bills) will use the selected currency automatically.
- Enter your partner’s address and specify the type (e.g. Billing, Shipping, Store Location).
- You can add multiple addresses if needed by clicking “Add Address”.
- Once all the necessary information is filled out, click 'Save' to create your customer or vendor profile.
For additional guidance, you can view the tutorial here.
