Contacts Management (Supplier & Customers)

Contacts Management (Supplier & Customers)

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Contact information can be a supplier, a customer, or both (supplier and customer).

How to add Suppliers & Customers?

  • Goto Contacts -> Suppliers or Customer
  • Click on add new contact. Select contact type – Supplier/Customer/Both
  • Based on the contact type selected –  it will show the relevant fields. Fill in the relevant details.
  • Click on the More Information button to see more field.
  • Pay Terms: This will help the system to notify you of any pending payments for suppliers & customers. You can specify the pay term in either days or months.
  • Customer Group:
  • 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.
  • Opening Balance: Opening balance of a customer or supplier before you start using Smart POS. So if there is any previous balance you can add it here.
  • Advance balance: Sometimes customer/supplier pay/takes money in advance. This will show the amount of advance balance paid or take by the customer/supplier respectively.

How to view Suppliers & Customers?

To view details about a Supplier or Customer click on the Actions > View button. It will show the complete details along with the relevant transactions (Purchases & Sales) for that contact.

How to 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.


Thank you for reading.


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