Contacts

Your customers and vendors are your contacs. They're entities such as businesses and individuals that buy from you or sell to you. Most businesses keep profiles of contacts to track and improve sales and purchases which boost growth.

Create Contact

To create a contact in Myshop OS:

• Go to the Contacts module in the left sidebar and click Contacts
• Click + Create button in the left side of the page
• Fill in these details:

  Field	Description
  Type*	Choose between Customer or Vendor to create its profile.
  Name*	Enter the name of contact you are creating its details.
  Tax Number	Tax Identification Number(TIN) is a unique Identification number issued to taxpayers and potential taxpayers.
  Email Address	Add contact email addresses if any.
  Payment Methods*	Associate contacts to only predefined payment methods.
  Payment Terms	Choose duration, thus receive payment or time to pay off invoices and bills transactions.
  Credit Limit	Is the maximum amount of credit offered to a customer or supplier.
  Active	Toggle this contact on/off to be shown or hidden when creating invoices or bills.
  Billing Address*	Is the actual location associated with invoices that you send or receive to/fro your customers and vendors.
  Shipping Address*	Is the location a consumer prefers to have an order delivered, which may not be the same as the billing address. Same as billing option once checked will assume billing and shipping addresses to be same.

• All required fields(*) in the form must be filled out.
• Click to Create or to Exit

Update Contact

To update a contact in Myshop OS:

• Go to the Contacts module in the left sidebar and click Contacts
• Click button right-adjacent the record in the list to show these options::

  

• Click button to show the contact details in a form.

  

• Make the necessary changes with each field outlined here
• Click to Save or to Exit

Defaut Contact

To make a contact default in Myshop OS:

• Go to the Contacts module in the left sidebar and click Contacts
• Click button right-adjacent the record in the list to show these options::

  

• Click Default to be selected automatically when creating invoices and bills.
• NB:

  To modify the details of a default contact, you need to make another contact default.

Delete Contact

To delete a contact in Myshop OS:

• Go to the Contacts module in the left sidebar and click Contacts
• Click button right-adjacent the record in the list to show these options::

  

• Click button to prompt you for confirmation.

  

• Choose Yes to remove the record or No to cancel the action.