Name: NShine ERP
Rating: 5 (18 reviews)

What Is In Customers and suppliers

Customer and supplier records, credit terms, opening balances, documents and statements.

This section has 2 concept page(s), 5 how-to page(s), 1 reference page(s). Read the concept page first if the module is new to you, then follow the how-tos in order.

Customers and suppliers explainedYou will know what each customer and supplier record holds, how to read the Dr/Cr balance on the list, and how the Account Receivables and Account Payable ledgers are created for you behind the scenes.
Add a customerYou will have a customer record you can pick on bookings and invoices, with its address and tax registration ready to print, a credit limit to watch, and an opening balance carried in from your old system.
Add a supplierYou will have a supplier record that market bookings, fuel fills, services and purchase invoices can post to, with bank details ready for payment and the right Supplier Type so it appears on the right screens.
Supplier types and what they are used forYou will know which Supplier Type to pick for each kind of supplier, which screens then offer that supplier, and where every type of supplier bill ends up.
Import customers and suppliers from ExcelYou will have every customer and supplier from your old system in NShine ERP, each with its address, tax registration, credit terms and opening balance, without typing them one by one.
Read a customer or supplier balanceYou will be able to read any balance on the Customers or Suppliers list, know what moved it, and open the statement that proves it line by line to the customer or supplier.
Track customer and supplier documentsYou will have each customer’s and supplier’s registration, licence or contract stored against their record with an expiry date, so the Document Tracking screen warns you before it lapses.
Rename field labels on the customer formYou will have the customer form showing the words your team and your country use, for example GSTIN, VAT Number or Trade Licence instead of the default label, without changing what the field does.

Customers and suppliers in NShine ERP

What Is In Customers and suppliers

Ready to Take Control of Your Business?

Customers and suppliers in NShine ERP

What Is In Customers and suppliers

Customers and suppliers Pages

See Also

Ready to Take Control of Your Business?