Main Menu > Contacts > Contacts > Contacts
To create a new contact, you can go to the Contact page and click on New Contact.
You will see the page as shown below.
Depending on the contact type Organization or Individual the entry screen will vary. For Individuals or personnel information the following entry screen will appear.
On the above screen all individual personnel details can be entered. Once this is done the personnel data can be saved.
To add a Customer or Supplier will have a Business Relationship where differences must choose whether the Contact is added to the Customer or Supplier, or both.
It is possible to create individual account receivables, payables, payment terms and default currencies for specific contacts. Defining these individual accounts will automate entrees. Entering an account receivable account for a contact will display the receivable amount for that specific customer in the chart of accounts and related financial reports. Entering payment conditions for a specific customer will automatically show the payment condition as a default in quotations and invoices.
To set the goods receipt journal and goods issue journal to separate the transaction when the stocks movement.
To each contact a price list can be associated. This will allow to set-up different discount structures and pricing levels for specific customer categories.
Same as Sales to each contact a price list can be configured for specific suppliers and can be configured purchase term of payment.
One contact can be assigned to a specific employee of your company who will handle this customer account.
Relations
With this entry screen you can add relationships from different contact types ( individuals, customers,suppliers ) to other contact types. This will allow you to enter for example employees or individuals to customers or suppliers or even define relationships between companies and individuals.
Bank Accounts
To add Bank Account information to a contact click the Add button under the contact and fill out the details.
Users
To add User to a contact click the Add button under the bank account and fill out the details.
Sales Order
To add a Sales Order, the system will show list Sales Orders from the Sales module automatically.
Projects
To add Project for a contact, The system will show list projects from Project Module automatically.
Service Items
To add Service for a contact, click the Add button and fill out the details.
Coupons
To add coupons, click the Add button and fill out the details.
Documents
To add a document related to a contact, click the Add button under that contact. A document category can be selected and the document can be uploaded and attached to the contact. Creation date, and expiring date of the document can be entered.
Comments
Additional contact information and comments can be entered by clicking the Add Comments button. Comments can be sent to relevant users. By selecting the “To User” the system will be sent to the mailbox of that user.
