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FAQ
Global
Australia
Bahrain
Canada
India
Kenya
Kuwait
Mexico
Oman
Qatar
Saudi Arabia
South Africa
U.A.E
United Kingdom
United States
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General Overview
Advanced Inventory Tracking
Setting up
Templates
Imports and Exports
Warehouses
Contacts
Items
Composite Items
Marketplace Integrations
Taxes
Multi Currency
Price Lists
Sales Orders
Drop shipments
Invoices and Payments
Packages and Shipments
Sales Returns
Purchase Orders
Bills
Integrations
Online Payment Gateways
Reports
expense
contacts
Inventory
How to create a contact?
Create or import contacts and maintain an updated contact base.
Creating customers and vendors:
Introduction to contacts
Creating a contact
Customers
Creating customers from the contacts module
Creating customers from a sales order or an invoice
Vendors
Creating vendors from the contacts module
Creating vendors from a purchase order or a bill
Cloning an existing contact
Importing your contacts using different methods:
Importing contacts
Phase 1 - Uploading the import file
Phase 2 - Mapping import fields
Phase 3 - Preview before completion
Obtaining your existing contacts from Zoho Books
Obtaining your contact base from Zoho CRM
Inventory Management for Growing businesses
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