A Contact can be Customer, Vendor or Sales Person who purchase or sale the products or services from business. Here you can easily add Customers and Vendors details like Name, Email ID, Phone number, GST number, PAN number, Address and More. You can also edit your business contacts whenever you want to update.
- Bearbook will categories these contacts as a customer or Vendor, depending upon their services(Selling or Purchasing).
Follow simple step to add your Contacts:
There are 4 ways to add Contact.
- Click on Contacts → All→ Add Contact /Add Sales Person
- Use Shortcut key Alt + C.
- Quick Links → New Contact.
- Quick Create →Customer/Vendor/Sales Person.
- Fill the Contact Information like Name, Company Name, Phone Number, Email Id, GST Number and PAN Number.
- Add Address Details like Address, City, State and ZIP Code. You can add Shipping Address also if you want to add.
- If there is any Opening Balance for this contact then you can add that also and then select the Type: Receivable or Payable.
- You can add Other Information like Payment terms(Tomorrow, 7 Days, 30 Days, etc.), Credit Limit and Default Sales Person.
- To save Contact, Company Name and State is Mandatory. Other details you can skip if you want to.
- After filling all the necessary details save it.
- Contact will be saved. You can view all contacts from Contacts → All.
- Click on Contact.
- Here you can see all the details like Receivable or Payable Amount, Money in and out over last 12 months. All the invoices and bills for that contact will be visible here.
- You can directly redirect to contact Ledger from the dropdown given beside the Edit option.
- You can also edit or delete(If no transaction) contact any time you want.
- You can drop us a Message anytime if you want to know anything about Bearbook from the messenger, that is given at Bottom right corner or contact us on +916355071900.
A Contact can be Customer or Vendor who purchases or sell the products or services from business. Here you can easily add Customers, Vendors and Brokers details like Name, Email ID, Phone number, GST number, PAN number, Address and More. You can also edit your business contacts whenever you want to update.
Follow few simple steps to add your Contact.
- Click on Contact then click on plus sign(+).
- Fill up all the necessary information.
- Click on Save.
(You can also add more than one address such as billing address, Shipping address).
- Your contact will be displayed in contact list
- Anytime you can update contact detail from contact detail page.
- You can drop us a Message anytime if you want to know anything about Bearbook from the messenger. For that, Go to More Menu → Help Center → Chat with us Or else you can contact us on +916355071900.