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How to add Suppliers & Customers?

  • Goto Contacts -> Suppliers or Customer
  • Click on add new contact. Select contact type – Supplier/Customer/Both

  • Based on the contact type selected –  it will show the relevant fields. Fill the relevant details.
  • Click on the ‘More Information' button to see more fields.
  • Pay Terms: This will help the system to notify you of any pending payments for suppliers & customers. You can specify pay terms in either days or months.
  • Credit Limit: This is the maximum amount of credit that can be given to the customer. If in any sales the credit exceeds this amount then it won’t allow selling on credit.
  • Opening Balance: Opening balance of a customer or supplier before you start using Workplace by Thulo.Com. So if there is any previous balance you can add here.
  • Advance balance: Sometimes the customer/supplier pays/takes money in advance. This will show the amount of advance balance paid or taken by the customer/supplier respectively.

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