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
| Aspect | Customers | Suppliers |
|---|---|---|
| Purpose | People or businesses that purchase from you | People or businesses you purchase inventory from |
| On Documents | Appear on sales invoices and receipts | Used for purchase tracking (V1 purchase module not available) |
| Communication | Can receive invoices and receipts by email | Contact 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.
Related Sections
- POS, Orders & Sales — Where customer sales are processed
- Products & Inventory — Products you manage for customers