Contacts Management (Supplier & Customers)

Managing Contacts in Zuriey POS: Suppliers and Customers

In Zuriey POS, any contact can be categorized as a supplier, customer, or both. Here’s how to effectively manage and add suppliers and customers.

Adding Suppliers & Customers

1. Navigate to Contacts: Go to Contacts -> Suppliers or Customers.
2. Add New Contact: Click on the Add New Contact button.
3. Select Contact Type: Choose the contact type from the options: Supplier, Customer, or Both. The form will adjust to show relevant fields based on your selection.
4. Fill in Relevant Details: Enter the necessary information for the contact.
5. More Information: Click on the More Information button to access additional fields:
   • Pay Terms: Specify payment terms in days or months to help notify you of any pending payments for suppliers and customers.
   • Customer Group: (Refer to additional documentation for details).
   • Credit Limit: Set a maximum credit amount that can be extended to the customer. If a sale exceeds this limit, credit sales will not be permitted.
   • Opening Balance: Input any existing balance for the customer or supplier before using Zuriey POS.
   • Advance Balance: Record any advance payments made by or received from the customer/supplier.

Viewing Suppliers & Customers

To view details about a supplier or customer:

1. Click on View Button: Select the View button next to the desired contact.
2. Review Details: This will display complete information along with relevant transactions (purchases and sales) associated with that contact.
3. Pay Due Amount: Use the Pay Due Amount button to settle any outstanding balances for all invoices related to that customer or supplier.

Assigning Contacts to Users

To assign contacts (customers and suppliers) to specific users:

1. Modify Configuration File: This can be enabled by request to the Zuriey POS by contacting us on Whatsapp or Email
2. Assign During User Creation: When adding a user, check the label “assign to specific contact.”
3. Select User for Contact Assignment: While adding a contact, choose the user you want to assign it to.

Changing Default Customer Name

To change the default customer name from "walk-in-customer" to something else:

1. Access Database Table: Go to the database and find the contacts data table.
2. Edit First Name Field: Change the value in the first name field to your desired name.

Setting Credit Limits for Customers

You can set credit limits for customers as follows:

1. Navigate to Contacts > Customers.
2. Select Action > Edit > More Information > Credit Limit.
3. Set Credit Limit:
   • Enter a specific amount as the credit limit.
   • Leave this field blank if you wish to have no credit limit (infinite credit).
   • Note that setting the credit limit to 0 means no credit is allowed for that customer.

Important Note:

• Ensure that when you want no restrictions on credit limits, you leave the credit limit field blank rather than setting it to 0.

By following these guidelines, you can efficiently manage suppliers and customers within Zuriey POS, ensuring accurate tracking of balances and transactions.