Any contact can be supplier, Customer or Both (Supplier & 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 More Information button to see more fields.
- 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 NPPOS.com. So if there is any previous balance you can add it here.
- Advance balance: Sometimes customer/supplier pays/takes money in advance. This will show the amount of advance balance paid or take by the customer/supplier respectively
Viewing Suppliers & Customers
- To view details about a Supplier or Customer click on the View button. It will show the complete details along with the relevant transactions (Purchases & Sales) for that contact.
- 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.