Link Customer and Vendor
Some businesses have customers who are also their vendors. For instance, Company A provides accounting services to Company B, which deals in food services. Company A, in turn purchases food services from Company B. In this case, we can see how a contact is both a customer as well as a vendor. These kinds of cases can be handled in Zoho Books.
Here’s how you can link your customer and vendor:
- Go to Sales > Customers (for customers) or Purchases > Vendors (for vendors).
- Create a customer in the Customers module and a vendor in the Vendors module with the same name.
- Now, select the customer/vendor you’ve created which is a customer and click More > Link to Vendor/Link to Customer.
- Select the vendor/customer and click Link.
Customer Credit Limit