Customer and Supplier Management
Overview
This article will guide you through the key features of customer and supplier management in iVendNext.
Understanding Customer and Supplier Management
Customer and supplier management involves the processes and tools used to manage interactions with customers and suppliers. This includes:
Customer Management: Setting up customer profiles, managing orders, handling invoices, and tracking payments.
Supplier Management: Setting up supplier profiles, managing purchase orders, handling invoices, and tracking payments.
Setting Up Customer Profiles
1. Creating Customer Profiles
Access Customer Module: Navigate to the Customers module and select Customer.
New Customer: Click on "New Customer" to create a new customer profile.
Enter Customer Details: Add the customer’s information, including name, address, contact details, and any relevant notes.
2. Managing Customer Profiles
Update Information: Regularly update customer details to reflect any changes in contact information or preferences.
Customer Groups: Organize customers into groups based on criteria such as location, purchase history, or customer type.
Managing Customer Orders and Invoices
1. Creating Sales Orders
Access Sales Order Module: Navigate to the Sales module and select Sales Order.
New Sales Order: Click on "New Sales Order" to create a new order.
Select Customer: Choose the customer from the list of profiles.
Add Items: Enter the items to be sold, specifying quantities, rates, and any applicable taxes.
2. Generating Invoices
Access Sales Invoice Module: Navigate to the Sales module and select Sales Invoice.
New Sales Invoice: Click on "New Sales Invoice" to create a new invoice.
Select Customer: Choose the customer from the list of profiles.
Add Items: Enter the items sold, specifying quantities, rates, and any applicable taxes.
Generate Invoice: Once all details are entered, generate the invoice and send it to the customer.
3. Tracking Payments
Access Payment Entry Module: Navigate to the Accounts module and select Payment Entry.
New Payment Entry: Click on "New Payment Entry" to create a new payment entry.
Select Customer: Choose the customer from the list of profiles.
Record Payment: Enter the payment amount and method (cash, bank transfer, etc.).
Update Accounts: The payment will be recorded, and the customer’s account will be updated accordingly.
Setting Up Supplier Profiles
1. Creating Supplier Profiles
Access Supplier Module: Navigate to the Suppliers module and select Supplier.
New Supplier: Click on "New Supplier" to create a new supplier profile.
Enter Supplier Details: Add the supplier’s information, including name, address, contact details, and any relevant notes.
2. Managing Supplier Profiles
Update Information: Regularly update supplier details to reflect any changes in contact information or terms.
Supplier Groups: Organize suppliers into groups based on criteria such as location, product type, or supplier type.
Managing Supplier Orders and Invoices
1. Creating Purchase Orders
Access Purchase Order Module: Navigate to the Purchases module and select Purchase Order.
New Purchase Order: Click on "New Purchase Order" to create a new order.
Select Supplier: Choose the supplier from the list of profiles.
Add Items: Enter the items to be purchased, specifying quantities, rates, and any applicable taxes.
2. Generating Invoices
Access Purchase Invoice Module: Navigate to the Purchases module and select Purchase Invoice.
New Purchase Invoice: Click on "New Purchase Invoice" to create a new invoice.
Select Supplier: Choose the supplier from the list of profiles.
Add Items: Enter the items purchased, specifying quantities, rates, and any applicable taxes.
Generate Invoice: Once all details are entered, generate the invoice and process it for payment.
3. Tracking Payments
Access Payment Entry Module: Navigate to the Accounts module and select Payment Entry.
New Payment Entry: Click on "New Payment Entry" to create a new payment entry.
Select Supplier: Choose the supplier from the list of profiles.
Record Payment: Enter the payment amount and method (cash, bank transfer, etc.).
Update Accounts: The payment will be recorded, and the supplier’s account will be updated accordingly.
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