Can I have a contact who is both a customer and a vendor?
No, if a contact is both your customer and vendor, you’ll have to create two separate contacts - one as a customer and the other as a vendor and link them in Zoho Inventory.
Pro Tip: A display name is generally unique for each contact. If you’d like to use an existing display name for another contact, go to Settings >> Preferences >> Contacts and tick the Allow duplicates for contact display name checkbox.
- Once you’ve created the contacts, open any one of them.
- Go to More and click Link to Customer/Vendor.
- Choose the Customer/Vendor that you want to link this contact to.
Post linking, you view the payables and receivables in both contacts.