Table of Contents
Overview
This article is for those who want to 🤸♂️ jump straight into action. Whether you're an experienced accountant or someone who prefers learning by doing, you'll find the steps to create clients and suppliers in Indigo Business here. For a deeper look at tabs and fields, we’ve created a separate article with more detailed descriptions, which you can find ➡️ here.
If you’d rather begin with a full overview of the Business Accounts module and explore its sections and features first, we recommend checking out ➡️ this article.
Add a Client or Supplier
Creating clients and suppliers are very similar processes, with the only real differences being which screens you use to create them.
To create a client, go to one of the following:
Business Accounts > Clients
Business Accounts > All Accounts
Sales > General > Clients
To create a supplier, pick one of these paths:
Business Accounts > Suppliers
Business Accounts > All Accounts
Purchases > General > Suppliers
Next, carry out the following steps:
Click on the ➕ Add button at the top left of the grid.
You'll land in the Business Account page, specifically in the Account Details tab.
Depending on which you're creating, tick the Client or Supplier checkbox to pick the Account Type. To have an entity which is both a client and a supplier, tick both checkboxes.
Fill in at least the fields marked as * mandatory (Code, Name, Currency).
Enter the remaining information about the business account (e.g. Main Contact and Main Address expandable sections) as needed.
Fill in the details of the Sales or Purchase tab according to your needs, by selecting the ➕ Add button or the ✏️ Edit button, depending on the tab.
Contacts: list all other people linked to the account, such as a backup contact.
Addresses: stores additional addresses beyond the main one, like shipping address.
Sales Options or Purchase Options: define how your company manages sales or purchase transactions with that entity (e.g. defaults for VAT, discounts, payment terms, and so on).
Click 💾 Save or Save options in each tab to confirm the inserted details.
🎉 Congrats! You can now start posting transactions using your newly created client or supplier.
After Saving
In the Accounts Details tab footer, you can:
Set the client or supplier on hold using the dedicated checkbox. This will temporarily make the client unavailable for postings.
View who created or modified the record (Created By, Modified By) and when (Created On, Modified On).
Check Receivables and Payables balances.
Select their values to be redirected to the Business account sales/purchase transactions screen.
Edit or Delete a Client or Supplier
Navigate to the entity you want to edit or delete.
Select the ✏️ Edit icon at the top left in each tab to edit their content. Or;
Select the 🗑️ Delete icon in the Account Details tab to delete the record.
🤔 Remember: You can't delete a record if it has associated transactions.
💡 Did you know that you can click on the chain icon🔗to generate a link for the selected record? You can then copy it and share it with your colleagues.
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