Company & team

Add customers and vendors

Create the records used throughout your booking and finance workflows.

2 min read · 5 steps
Where to go

Master Data → Customers / Vendors

Step by step

  1. 1

    Open Customers or Vendors under Master Data and choose the add action.

  2. 2

    Enter the name, type, contact information, address, country, tax ID, and currency as applicable.

  3. 3

    For vendors, also review payment terms.

  4. 4

    Save the record and check its details. It becomes available in the relevant order and transaction selectors.

  5. 5

    When creating an order, you can also use + Add Customer or + Add Vendor from the searchable dropdown.

See it in the workspace

Actual portal screens. Private values are hidden where needed. Open an image to see it at full size.

Create a customer using the Add Customer form. View full size
Create a customer using the Add Customer form.
Create a supplier using the Add Vendor form. View full size
Create a supplier using the Add Vendor form.
Good to know

Use clear names and check for an existing record first to avoid splitting activity across duplicates.

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Keep going

Create a quotation or orderRecord a vendor paymentRecord a customer receipt