Manage your Customers and Vendors


Customers

Customers or Clients refer to those debtors to whom you have sold products or services. To manage them, follow these steps:

  1. In the left-hand menu on Giddh site, hover the mouse over the All Modules tab and then select Customers. Alternately, press Ctrl + K (or Command + G for Mac), then type ‘customer’ and click on the Customers link.
  2. You are taken to the Customers page where you can perform the following operations:
  1. Hide / display information on the Customer page.
  2. Search for customers by their name, email or mobile number.
  3. View Aging Report which gives details of outstanding amount on each customer and future receivable payments.
  4. Edit or Delete customer details / Go to the customer’s ledger / Generate Invoice: All these options appear on screen when you hover the cursor over a customer row and then click on the three dots (ellipsis) that appear on screen.
  5. Filter customer data by date / period.
  6. View the due balance on each customer.
  7. Send Email or SMS to customers.
  8. Add a new customer.


Vendor

These are the creditors from whom you have bought products or services.

  1. In the left-hand menu on Giddh site, hover the mouse over the All Modules tab and then select Vendors. Alternately, press Ctrl + K (or Command + G for Mac), then type ‘Vendor’ and click on the Vendors link.
  2. You are taken to the Vendors page where you can perform the following operations:
  1. Hide / display information on the Vendor page.
  2. Search for vendors by their name, email or mobile number.
  3. Edit vendor details / Go to the vendor’s ledger / Generate Invoice: All these options appear on screen when you hover the cursor over a vendor row and then click on the three dots (ellipsis) that appear on screen.
  4. Filter vendor data by date / period.
  5. View the due balance on each vendor.
  6. Send Email or SMS to vendors.
  7. Add a new vendor.



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