Accoraze
Customers & Suppliers

Customers & Suppliers

Manage customer records, supplier contacts, and related import/export tools.

Overview

Accoraze helps you maintain records for both your customers (who buy from you) and suppliers (who you buy from).

What's Covered

  • Customer Management — Add, view, and manage customer profiles
  • Supplier Management — Add, view, and manage supplier contacts
  • Import & Export — Bulk import or export customer and supplier data

Customers vs. Suppliers

AspectCustomersSuppliers
PurposePeople or businesses that purchase from youPeople or businesses you purchase inventory from
On DocumentsAppear on sales invoices and receiptsUsed for purchase tracking (V1 purchase module not available)
CommunicationCan receive invoices and receipts by emailContact details stored for reference

Who Should Read This

  • Sales staff recording customer information
  • Managers maintaining the customer and supplier database
  • Business owners reviewing customer and supplier lists

Key Features

  • Store customer name, email, phone, and address
  • View customer purchase history (through sales records)
  • Record supplier contact details and notes
  • Import customers and suppliers from CSV files

Import & Export

If you already have customer or supplier data in a spreadsheet, you can import it into Accoraze. See the Import & Export section for supported file formats and instructions.

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