Step 1: Go to “Customers”.
Select the “Customers” option from the dashboard on the left.
Now click on “+Add New Customers,” present at the top right corner of the screen.
Step 2: Fill in the basic customer's details.
A new form appears. Here, enter the basic details like Name, mobile number, and email.
Note: You can always add or edit the details later.
Step 3: Fill in the other required fields.
Fill in other required information about the vendor, such as company name, GSTIN number billing address, etc.
(You can also add optional details like opening balance and custom fields like PAN number, bank account, delivery number, etc.)
Note: You can always add or edit the vendor details later.
Step 4: Click on “Save”.
Now, click on the “Save” button at the top right corner of the screen to add the customer.
Note: You have successfully added a new customer and a pop-up will appear at the top of the screen informing the same.
Step 5: Go to “Vendors”.
Now, select the “vendors” option from the dashboard on the left.
Now click on “+Add New Vendor,” present at the top right corner of the screen.
Step 6: Click on “+Link Vendor”.
A new form appears. Here, click on the “+Link Vendor” option present on the top right corner of the basic details section.
A pop-up appears. Here, enter the customer name and click on the "Link Customer" option from the pop-up.
Step 7: Click on “Save Vendor”.
Now, click on the “Save Vendor” option present at the top right corner of the screen.
Congratulations! You have successfully linked a customer and a vendor and a pop up appears on top the screen informing the same.
