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.