Step 1: Go to “Parties”.
Click on “+ New customer” at the bottom 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 customer, such as company name, GSTIN number billing address, etc.
(You can also add optional details like opening balance and custom fields like PAN number, age, Aadhar number, etc.)
Note: You can always add or edit the customer details later.
Step 4: Add the customer.
Now, click on the “Add Customer” option present at the bottom of the screen.
Congratulations! You have successfully added a new customer and a pop-up will appear at the bottom of the screen informing the same.
Step 5: Click on vendors.
Select “Vendors” from the navbar on top of the screen and click on “+ New vendor” at the bottom of the screen.
Step 6: Link the customer and vendor
Go to other details and click on the “Link customer” option.
Select or search for the customer you added.
Note: Your vendor details will be fetched automatically.
Step 7: Click on “Add Vendor”.
Click on the “Add Vendor” option present at the bottom of the screen.
Congratulations! You have successfully linked a customer and a vendor and a pop up appears on bottom of the screen informing the same.
