Category: Contacts Management

Any contact can be supplier, Customer or Both (Supplier & Customers) Adding Suppliers & 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 the relevant details. Click on More More Information button to see […]

Customer Groups: With customer Groups, you can classify a customer as Retail Customers, WholeSale Customer, Friends, Colleagues and whatever you will love to… 1. To add a “Customer Group” go to Contacts -> Customer Groups & Click on “Add” button. 2. It will show a popup asking for customer group name & Calculation Percentage.Calculation percentage is […]

Opening balance(to customers) is the sum of the amount that the customers have to pay for the business. Opening balance(to suppliers) is the sum of the amount that the business has to pay for the suppliers. Adding an opening balance To add an opening balance, Go to Contacts->customers/suppliers. Either select the add button or click on edit […]

Advanced balance(to customers) is the sum of the amount that the business should pay for the customers. Advanced balance(to suppliers) is the sum of the amount that the suppliers should pay for the business. To add an advanced balance, Go to Customers -> customers/suppliers and click on the action button. Here you will find a pay option […]

Opening balance: Opening balance is the balance contact (customer or supplier) have at the beginning of using the software. Suppose you’re shifting the data from another software to Vendy POS then the opening balance of the contact will be the balance amount which the contact has to pay/receive to/from you. Opening balance for customer = Amount […]

To view customer or supplier ledger Go to Contacts -> Supplier/Customer and click on actions button In that  you will be able to see Ledger for the customer or supplier. You can select a date-range and use the checkbox filters to show/hide certain transaction type. Adding Discount for Customer/Supplier on Balance due: Discount for balance […]