Introduction - Customers & Vendors
In Zoho Books, you can add customers or vendors that you deal with in your business.
For creating sales transaction like invoices or sales orders, you will have to add customers in your organization. For creating purchase transactions like bills and purchase orders, you’ll have to add vendors.
There are two ways of adding customers/vendors in Zoho Books:
Create from Customer and Vendor creation page
To create a new customer:
- Go to Sales > Customers.
- Click the + New button in top right corner of the page.
- Select the Customer Type as Business for B2B customers, or Individual for B2C customers.
- Enter the details of your customer.
- Select the Currency they deal in.
- You can add other details such as their Billing Address and Shipping Address by navigating through the different tabs at the bottom of the page.
- After entering all the details, click Save.
| Fields | Description |
|---|---|
| Customer Type | Choose Business for B2B customers or Individual for B2C customers. |
| Currency | Select the currency which the customer deals in. This currency will be used in all the customers’ transactions. |
| Credit Limit | A credit limit can be set for the customer. |
| Tax Preference | Choose whether the customer is a Taxable or a Tax Exempted customer. |
| Tax Rate | Associate a Tax rate with the customer. |
| Payment Terms | Select the due date by which the customer has to make the payment. |
| Address | Add a Shipping and Billing address. |
| Contact Persons | Add contact persons to be associated with the customer. |
| Custom Fields | Assign a default value for the custom fields of the customer. |
| Reporting Tags | Assign a default value for the reporting tags of the customer. |
To add a new vendor:
- Go to Purchases > Vendors.
- Click the + New button on top of the page.
- Enter the details of your vendor.
- Select the Currency they deal in.
- You can add other details such as their Billing Address and Shipping Address by navigating through the different tabs at the bottom of the page.
- After entering all the details, click Save.
Import Customers/Vendors
To import customers/vendors from other systems:
- Go to Sales > Customers (for customers) or Purchases > Vendors (for vendors).
- Click the Hamburger icon on the top right corner of the page.
- Select Import Customers or Import Vendors.
- Click Continue.
- Click Choose File and select the file to be imported. You can download a sample file for your reference.
- Click Next.
- Check the mapping of the fields and click Next.
- Click Import.
