To add or edit customer or supplier, open management section and select Customers & Suppliers menu.
To add a new Customer or Supplier, Click "Add" button located in top of screen. New screen will appear with the following fields:
In this section you can enter general info for yours customers or suppliers:
Customer or supplier name, can be any text.
You can set your internal code for customer or supplier, or you can leave blank it is not mandatory field.
- Tax number
In this field you enter tax number for your customer or supplier
- Address, Zip code, City, Country
In these fields you are entering yours customers or suppliers address details
- Phone number
Your customer or supplier contact phone number
Your customer or supplier mailing address
Define is your customer or supplier is active or inactive. Company/person Won't appear in lists when making sales or purchases.
If enabled, this company or person will be treated as customer and will be available in sales for assigning a sale to this entity
NoteIn Aronium software one entity can be used for both purposes as customer or supplier. Flags Customer and Supplier are used if you need separate this companies or persons. If you decide that some company can't be your customer, you simply disable customer option in general info for that company and after that this company/Person won't appear in POS section when you make sales. Sales bills can't be made for this company/person.
You can choose to automatically apply discounts to specified product or product group to a customer.
Read more about setting up predefined discounts at Customer discounts page.
You can use loyalty cards to identify your customers.
Read more about assigning a loyalty card to a customer at Loyalty cards page.
Every customer can have custom due date set. This field is used to set due dates on sales made for this customer. This info is useful when you are using credit payments, allowing users to pay for the goods later.
Edit customer or supplier
To edit a customer or supplier, select the one you wish to edit and click "Edit " button
Modify the values and click "Save".