Introduction - Customers and Vendors

Customers are the people or organizations you sell to, and vendors are the ones you buy from. In Zoho ERP, you can add and manage both to keep your business operations running smoothly.

By keeping accurate customer information, you can create sales transactions such as quotes, invoices, sales orders, and more, quickly and without errors. Similarly, recording vendor information helps you manage your purchase transactions like expenses, bills, vendor credits, and more, efficiently.

Each customer or vendor record can include contact details, payment terms, their billing and shipping addresses, and accounting information. This ensures that every transaction is associated correctly and that your accounting, reporting, and workflow processes stay accurate.

Different teams interact with this data based on their requirements. Sales teams use customer records to manage orders and invoices, purchasing teams rely on vendors for procurement, and finance teams use both for monitoring receivables, payables, overall financial health. Admins or ERP managers maintain these records to ensure they’re complete and valid.

Keeping customers and vendors up-to-date helps prevent errors, improves workflow efficiency, and ensures your ERP system reflects your business accurately.