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 are well handled in Zoho Books.
Here’s how you can add a contact as both a customer and vendor:
- Go to Contacts and create a customer and vendor separately with the same name.
- Now, select the contact which is a customer and click More > Link to Vendor.
- Select the vendor and click Link.
Customer Credit Limit