Creating a Supplier or Customer

Before You Begin

Have the contact's basic details to hand: their name, whether they are a supplier, customer, or both, and at least one way to reach them (email or phone). Everything else is optional and can be filled in later.

Steps

1. Open the Contacts section from the main navigation.
2. Click Add Contact.
3. Enter the Name. This can be a business name (e.g., "Fragrance Warehouse UK") or an individual's name (e.g., "Maria Silva — Silver Supplies").
4. Select the contact Type:
   • Supplier — you buy from them
   • Customer — you sell to them
   • Both — the relationship goes both ways
5. Enter an Email address.
6. Enter a Phone number.
7. Enter the Address — street, city, postcode, country.
8. Add any Notes you want to remember about this contact (e.g., "prefers orders over email, not phone").
9. Click Save.

Optional Fields

These fields are not required but are worth filling in for contacts you work with regularly:

Website

Useful for quick access to a supplier's online catalogue or a customer's business site.

Payment Terms

Enter the agreed payment terms for this contact. Common values:

• Immediate — payment due on receipt
• Net 7 / Net 14 / Net 30 — payment due within 7, 14, or 30 days
• 50% deposit — custom term you can describe in free text

Payment terms are shown on purchase and sales orders linked to this contact, so you always know what you have agreed.

Preferred Currency

If a contact invoices you or pays in a currency other than your organisation's default, set it here. For example, if your leather goods supplier is in the United States and invoices in USD, set their preferred currency to USD. This will pre-fill the currency on purchase orders created for that supplier.

After Saving

Your new contact appears in the contacts list immediately. You can now select them when creating a purchase order (if they are a supplier) or a sales order (if they are a customer). Their order history will build up on their contact profile over time.