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Contacts Management (Supplier & Customers)

Adding Suppliers & Customers

All added contacts can be supplier, Customer or Both (Supplier & Customers)

1. Go to Contacts -> Suppliers/Customer
2. Click on add -> Select contact type – Supplier/Customer/Both
3. Based on the contact type selected –  it will show the relevant fields you can fill the relevant details.
4. Click on More Information button to see more fields.
5. Pay Terms: This will help the system to notify you of any pending payments for suppliers & customers. You can specify pay term in either days or months.
6. Credit Limit: (ONLY AVAILABLE FOR CUSTOMERS)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.
7. Opening Balance: Opening balance of a customer or supplier before you start using Al Urooj. So if there is any previous balance you can add here.
8. Advance balance: Sometimes customer/supplier pay/takes money in advance. This wil show the amount of advance balance paid or take by the customer/supplier respectively.

Viewing Suppliers & Customers

1. To view details about a Supplier or Customer click on View button. It will show the complete details along with the relevant transactions (Purchases & Sales) for that contact.
2. 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.

Assigning Contacts to Users

You can assign contacts(customers & suppliers) to a particular use by following the steps below.

1. When adding Supplier/Customer you can assign them to the staff.
2. You can also assign the contact to staff by going to Contacts -> Supplier/Customer -> Action -> Edit.

Credit Limit for Customer

Credit limits can be added to customers.

To set the credit limit Go to Contacts -> Customers -> Action -> Edit -> More Information -> Credit Limit.

Set this field blank for not having any credit limit for customers.

NOTE: Do not set the credit limit as 0 for having no credit limit.
Credit Limit = 0 (the credit for the customer is 0)
Credit Limit = blank (no restriction for credit limit- infinite)