Suppliers & Customers

Overview
The Customers/Suppliers/Clients section is where you add new Customers/Suppliers/Clients with their details and manage them.

Add Clients

1. Navigate to Clients
2. Select the Location to add the client to
3. Click "New Customer/Supplier"
4. On the "New Customer/Supplier" page, enter details for the following fields:
   • Code
   • Name
   • Mobile Number
   • Other Contact No.
   • Email-Address
   • Nature of Business
   • Type
   • Partner Category
   • WHT Exempt
   • Billing-Address
   • Geolocation
   • Has Parent Client? [Leave unchecked if a parent client]
5. Click "Save Changes"

Delete Clients

1. Navigate to Clients
2. Select the Location to delete the clients from
3. Select the client and Click More -> Delete

Add Sub clients

A sub client is a client that is been served or is linked to a parent client.

1. Navigate to Clients
2. Select the Location to add the client to
3. Click "New Customer/Supplier"
4. On the "New Customer/Supplier" page, enter details for the following fields:
   • Code
   • Name
   • Mobile Number
   • Other Contact No.
   • Email-Address
   • Nature of Business
   • Type
   • Partner Category
   • WHT Exempt
   • Billing-Address
   • Geolocation
   • Has Parent Client? check field
     • Select parent client this client would be linked to
5. Click "Save Changes"

Print Clients

1. Navigate to Clients
2. Select the Location for which the export would be made
3. Click on Print

Export Clients

Exports are made in the xlsx format.

1. Navigate to Clients
2. Select the Location for which the export would be made
3. Click on Export

Merge Clients

1. Navigate to Clients
2. Select the Location to merge clients
3. Select the client to merge
4. Click More -> Merge
5. Select client to merge client with
6. Click "Merge Contacts"