Contacts who are both Customers and Suppliers

Contacts who are both Customers and Suppliers

Cashbook Standard / Connect

Customers and suppliers can now be entered as both a customer and a supplier at the same time. If you have a customer who is also a supplier you can enter the details at the same time.

Step 1. Select Suppliers and Customers

Setup > Suppliers and Customers
 

Step 2. Select Add

Select Add

Step 3. Select Both under Type

Click on the Basic Details tab, then under Type select Both


Contacts which are recorded as both suppliers and customers will be highlighted in green and will have B listed under S/C as seen below


Suppliers will be highlighted blue and Customers will be highlighted red


Article ID 1128