Other Actions for Customers/Vendors

Edit Customers/Vendors #

To change the details of any customer/vendor that you have created:

• Select the customer or vendor to modify from Sales > Customers (for customers) or Purchases > Vendors (for vendors).
• Click the Edit button on the right side of the page.
• Make the necessary changes.
• Click Save.

Multiple Addresses for Customers/Vendors #

Do you have several addresses for your customer or vendor? In Erpisto, a customer/vendor can have two addresses by default: the billing and shipping addresses. You can, however, add more. Here’s how:

• Go to Sales > Customers (for customers) and Purchases > Vendors (for vendors).
• Choose the customer or vendor for whom you’d like to add a new address.
• Click Add Additional Address in the right side of the page.

• Fill in the additional address.
• Click Save.

You can select to include your customers’/vendors’ additional addresses in the transactions you create for them.

Recent Activities #

You can select to include your customers’/vendors’ additional addresses in the transactions you create for them. Here’s how:

• Go to Sales > Customers (for customers) and Purchases > Vendors (for vendors) and select the customer/vendor.
• In the bottom right corner of the page, you can see a timeline of the customers’/vendors’ recent activities.

Attach Files to Customers/Vendors #

You can attach files to your customers/vendors.

• Go to Sales > Customers (for customers) and Purchases > Vendors (for vendors) and select the customer/vendor.
• Click the Attach icon on the right side of the page.

Customer Statement #

You can see a customer or vendor statement that includes all of the transactions you’ve entered into Erpisto.

• Go to Sales > Customers (for customers) and Purchases > Vendors (for vendors) and select the customer/vendor.
• Click the Statement tab on the right side of the page.
• Choose the date range for which the statement will be generated.

By clicking the icons on top of the statement, you can download the PDF, print it, or send it to your customer/vendor.

Note:

1. By ticking the box Attach unpaid invoices list while emailing your customer their customer statement, you may include a list of their unpaid debts.
2. When the transaction date is in the future or does not fall within the selected date range when generating the statement, the customer statement does not include any sales or unused credits.

Customer Mails #

You’ll use a certain format for emails you send to consumers or vendors. To view or edit this format:

• Go to Settings > Email Templates.
• Select the type of email template you want to view or edit (for example, invoice notification).
• Click Show Mail Content at the bottom of the default template.
• Make the necessary changes and click Save.

View all the mail activity between you and your customer.

• Go to Sales > Customers (for customers) and Purchases > Vendors (for vendors) and select the customer/vendor.
• Click the Mails tab on the right side of the page.

Customer Comments #

You can add comments for your customers for your personal reference. Here’s how:

• Select the customer or vendor for whom you wish to write comments by going to Sales > Customers (for customers) or Purchases > Vendors (for vendors).
• Click the Comments tab on the right side of the page.
• Add a comment by typing it in and clicking Add Comment. Customers and sellers will not see any comments you leave for them.

Delete Customers/Vendors #

If you wish to delete the customer/vendor, you’ll have to erase all of their sales and purchase transactions, as well as any journal entries that are related to them.

To view the sales transactions of your customer:

• Go to Sales > Customers and select the customer/vendor.
• Select the Sales Order tab of the page.

To view the purchase transactions of your vendor:

• Go to Purchases > Vendors and select the vendor.
• Select the Purchases Order tab of the page.

After you’ve deleted the transactions of the customer/vendor, you can delete the customer/vendor. Here’s how:

• Go to Sales > Customers (for customers) and Purchases > Vendors (for vendors) and select the customer/vendor you wish to delete.
• Select More > Delete.
• Click Delete to confirm.

To delete multiple customers/vendors at once:

• Go to Sales > Customers (for customers) and Purchases > Vendors (for vendors) and check the boxes next to the customers/vendors you wish to delete.
• Click More > Delete.
• Select Delete to confirm.

Export Customers/Vendors #

You can export all the customers/vendors and contact persons that you’ve added in Erpisto to your system in the CSV or the XLS format. Here’s how:

• Go to Sales > Customers (for customers) and Purchases > Vendors (for vendors).
• Click the Hamburger icon on the right side of the page.
• Select Export Customers or Export Vendors.
• Select the export file format and click Export.