What are customers and vendors, and how to add them?

You can maintain a master list of all the vendors (suppliers) as well as B2B customers in the WMS. Vendor list will be used while creating a PO to select the vendor from the dropdown list. The customer list will be used while creating a B2B order to select the party from the dropdown list in the WMS.

Adding a vendor or customer in the WMS is quite similar. Follow the below mentioned process to add a new customer.

Step 1: Go to the Party section located on the left panel of the interface and click on “Customers”. The following screen will open.

Step 2: Click on the “Add New Customer” button present at the top. The following screen will appear.

Step 3: Fill all the required details and click on the “Create Debtor” button present at the bottom.

Similarly, a vendor can be added in the Vendor section.