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Contacts Management (Supplier & Customers)

Any contact can be supplier, Customer

Adding Suppliers & Customers

Opening Balance is Only for Customers

  1. Goto Contacts -> Suppliers or Customer
  2. Click on add new contact. Select contact type – Supplier/Customer
  3. Based on the contact type selected –  it will show the relevant fields. Fill the relevant details.
  4. Click on More More Information button to see more field.
  5. Pay Terms: This will help the system to notify you of any pending payments for suppliers & customers. You can specify pay term in either days or months.
  6. Customer Group: Read details here.
  7. Credit Limit: This is the maximum amount of credit that can be given to the customer. If in any sales the credit exceeds this amount then it won’t allow selling on credit.
  8. Opening Balance: Opening balance of a customer before you start using NEXA ERP. So if there is any previous balance you can add here.
  9. Advance balance: Sometimes customer pay money in advance. This wil show the amount of advance balance paid or take by the customer respectively.

Viewing Suppliers & Customers

  1. To view details about a Supplier or Customer click on View button. It will show the complete details along with the relevant transactions (Purchases & Sales) for that contact.
  2. Pay Due amount: You can use this button to pay the due amount for a customer or supplier. This will pay the overall due amount for all invoices.

Changing default customer name

If you want to change the default customer name “walk-in-customer” to something else follow the steps below.

Note: You cannot edit or change the default customer’s details.

Credit Limit for Customer

  • Credit limits can be added to customers.
  • When the credit limit is reached the partial or credit sale can’t be sone for those customers.
  • To set the credit limit Go to Contacts > Customers > Action > Edit > More Information > Credit Limit.
  • Set this field blank for not having any credit limit for customers.

NOTE: Do not set the credit limit as 0 for having no credit limit.
Credit Limit = 0 (the credit for the customer is 0)
Credit Limit = blank (no restriction for credit limit(infinite))