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 organisation. 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 Customer/Vendor
To add a customers/vendor:
- Go to Sales > Customers (for customers) or Purchases > Vendors (for vendors).
- Click the + New button on top of the page.
- Enter the details of your customer/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.
