Other Actions

In this page, you’ll learn about some of the nifty hidden functions that you can perform from the contacts module.

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Customize Product Rates for a Customer/Vendor

The price list feature allows you to apply customized product rates for each customer or vendor. Using price lists, you can create independent lists with customized item prices by either marking up or marking down the selling prices of selected items or your entire inventory. You can then associate a price list to a customer or a vendor so that every time you create a transaction for them, the customized items rates are applied.

To associate price list to a contact:

• Go to the Customers or Vendors module in the sidebar.
• Create a new customer or vendor or click to open an existing one.
• Click the Edit button.
• Go to the Other Details section.
• Click the drop down for Price List.
• Select a price list.
• Click Save to apply the price list for the contact.

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Automate Thank You Note on Payment

When you receive payment from your customer, you can automate a thank you note to indicate the payment receipt. This especially comes in handy when your customer pays you online.

You can automate thank you note to your customers in the following ways:

1. Enable this option within the Invoice Preferences under Settings.

2. Select the Send a ‘thank you’ note for this payment option while recording payment manually.

You can also customize your ‘thank you’ note content from the Email Templates module.

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Create Transactions for Your Customers & Vendors

Be it a customer or a vendor, you can create sales or purchase transactions directly from their details page.

To create a transaction for a customer or a vendor:

• Go to the Customers or Vendors module in the sidebar.
• Click to open the preferred contact.
• Click the New Transaction button in the top-right corner of the details page.
• Select a transaction type.

• Fill in the required details.
• Click the Save button to finish. You will be able to find this transaction under the appropriate module.

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Set Preferred Vendor to Reorder Items

While creating or editing an item, you can set a reorder point and tag a preferred vendor from whom you would like to re-purchase the item from. When the stock drops below the reorder point for an item, you will receive a notification.

You can then view the vendors who currently have at least one item associated with them that is in the low stock zone. To do so:

• Go to the Vendors module in the sidebar.
• Click the contacts filter in the top-left corner of the contact list page.
• Select the Vendor - Reorder Items filter from the drop down. Vendors who currently have at least one item associated with them that is in the low stock zone will be listed.

• Click to open the preferred vendor.
• Click the Order Now link in the vendor details page.

Fields	Description
Name	Name of the low stock item. Select the items that you want to reorder.
Reorder Level	The reorder point that is set for the respective items.
Stock on Hand	Total available stock for the item from all your warehouses.
Unreceived Stock	Stock that you have ordered and are yet to receive from your vendor. Tip: Go to purchase orders and create Purchase Receives to increase the available stock for those items.
Order Quantity	Enter the quantity to reorder for the respective items.

• Click the Add button. The selected items will be added to a new purchase order.

• Select a delivery location for the goods.
• Click Save at the bottom. A draft purchase order will be created.
• Go to More and mark the purchase order as Issued or email the order to your vendor.

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Send Email to Your Customers/Vendors

To send an email to a contact:

• Go to the Customers or Vendors module in the sidebar.
• Click to open a preferred contact.
• Click the More button in the top-right corner of the page.
• Select Email Contact option from the drop-down.

• Here you can add or select from the pre-defined contact email address.
• Provide subject matter and write the email body text.
• Use the rich text editor to customize the email as you see fit.
• You can also add the customer statement as an attachment.
• Click the Paperclip icon to browse and attach more files.
• Click Send to send the email to your contact.

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