Setup
Maintain customers and suppliers
Keep the minimum customer and supplier identity needed for invoices, vouchers, ledgers, and tax work.
When to use it
- Create a customer or supplier
- Mark one organization as both customer and supplier
- Maintain the TIN, optional address, VAT status, and active status
Before you begin
- Open the client workspace
- Prepare the registered name and complete 14-digit TIN
How to use it
- 01
Open Customers & Suppliers
Expand Setup, select Customers & Suppliers, and use All, Customers, or Suppliers depending on the task.
- 02
Create or edit a record
Enter the Registered Name and complete 14-digit TIN; hyphens are added automatically as digits are entered. Select Customer, Supplier, or both, and add an address only when available.
- 03
Confirm tax status
Keep VAT as Unconfirmed until the source supports VAT Registered or Non-VAT. Set Active or Inactive for future selection.
- 04
Delete or restore when needed
Deletion requires confirmation and keeps historical invoice references. Creating the same deleted TIN restores the existing record instead of creating a second identity.
System screenshot
What happens next
The customer or supplier can be selected in relevant invoice and accounting forms.
Good to know
- One organization may be both a customer and supplier.
- Avoid creating a second record when the tax identifier already exists.