Customers / Suppliers / Contacts

Customers / Suppliers / Contacts

This screen is your company address book: customers, suppliers, and other contacts. Open it from the bottom menu with Customers/Suppliers/Contacts.

What you see

You get a list of contacts. You can search, open a record, and add a new one.

Find a contact

1. Type a name, VAT number, phone, or other detail in the search box.
2. Press Enter or the search button.
3. Click the row you want to open the card.

Add a new contact

1. Click the new-record button (usually “New” or “+”).
2. Fill in at least the name.
3. Add VAT number, tax office, phone, and email when needed.
4. Save.

Useful fields

• VAT number — for invoicing and checking company details.
• Phone / email — for contact and sending documents.
• Address — when it must appear on a document or shipment.

Edit or delete

Open the contact from the list, change the fields, and save. Delete is only available if your user account allows it — check carefully before deleting.

Export or print the list

If export or print buttons are shown, you can download the list (e.g. CSV/Excel) or print it.

Extra action buttons on the screen are shortcuts set up for your company.