Transacting with your contacts

When you select a contact from your ‘Contacts’ list, a detailed view of that contact is displayed. A host of functions can be performed here, most notably recording a new transaction for that contact.

Guide Layout:

Types of transactions

Depending on the type of contact you deal with, you will able to create sales and purchase transactions from here.

For a contact who is a Customer, you will be able to record the following sales transactions:

For a contact who is a Vendor, you will be able to record the following purchase transactions:


How to add a transaction

You can create a transaction for a contact either from the contacts module or from their respective modules(sales/purchases etc).

To add a new transaction from the contacts section,


Transactions for a customer:

Sales Orders

To create a sales order for a customer from the contacts module,

Choosing sales order option from transaction dropdown

Sales Order Transaction

Invoices

To create an invoice for a customer from the contacts module,

Choosing invoice option from transaction dropdown

Invoice Transaction

Invoice Payment

To create an invoice payment receipt for a customer from the contacts module,

Choosing invoice payment option from transaction dropdown

Invoice Payment Transaction


Transactions for a vendor:

Bills

To create a bill against an invoice sent by your vendor from the contacts module,

Choosing bill option from transaction dropdown

Bill Transaction

Purchase Orders

To create a purchase order for your vendor from the contacts module,

Choosing purchase order option from transaction dropdown

Purchase Order Transaction

Bill payment

To record a bill payment for your vendor from the contacts module,

Choosing bill payment option from transaction dropdown

Bill Payment Transaction


Performing a reorder from a preferred vendor

You can tag an ideal vendor as a preferred vendor for every item. When the item drops below its reorder point, the item will be listed as a low stock item. When this happens, you will receive a reorder notification email alert.(Note: you must have enabled re-order notification alerts from item preferences under the Settings module for this to work)

When an item that has a preferred vendor goes to the low stock zone, you gain the ability to perform reorders from the preferred vendor. Let’s see how:

Vendor reorder items filter

Preferred vendor

Reorder PO


Emailing a Contact

To email a contact in Zoho Inventory:

Email contact option

Sending an email to a contact


Sending out customer statements

You can send a transaction statement of a desired period to a customer very easily.

To send out a customer statement:

Customer statement report

Sending customer statements


Sending out Vendor Statements

You can send a transaction statement of a desired period to a vendor very easily.

To send out a vendor statement:

Customer statement report

Sending customer statements


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