How to edit supplier’s personal details?

Customers & Supplier, Knowledgebase

Plz follow these steps:

  1. Navigate to the “Contact” section on the left menu bar then click on the “Suppliers” sub-menu.
  2. You will see a table of your existing suppliers. Search supplier name in search box
  3. Navigate to “Actions” click on it and click on edit link.
  4. Update supplier personal details name/phone number/email address/physical address (required fields have an astertic * sign on it).
  5. After entering the supplier’s information, scroll down and click on the “Update” button on the bottom right side.

For further information, watch this video:

How to add expense?

Plz follow these steps: Click on the "Expenses" section in the left menu bar then click on the “Add Expense” sub-menu. Enter details of the expense and enter payment details. Required fields have an * sign with their names. After entering details of expenses, click on...

How to make stock adjustments of products?

Plz follow these steps: Click on the "Stock Adjustment" section in the left menu bar then click on the “Add Stock Adjustment” sub-menu. Select business location, date and select “Adjustment Type” (Normal preferred). Enter products and their quantities and enter other...

How to pay due expenses?

Plz follow these steps: Click on the "Expenses" section in the left menu bar then click on the “List Expenses” sub-menu. It will open a table of expenses. Navigate to “Actions' ' click on it in the action column, click on the “Add Payment'” link and it will open a...

How to make cash deposits in a payment account?

Plz follow these steps: Navigate to the “Payment Account” section then click on the “List Accounts” sub-menu option. It will open a list of payment accounts. In the action column, click on the “Deposit” button of the desired account and it will open a popup. Enter...

How to make funds transfer between two payment accounts?

Plz follow these steps: Navigate to the “Payment Account” section then click on the “List Accounts” sub-menu option. It will open a list of payment accounts. In the action column, click on the “Funds Transfer”button of the desired account and it will open a popup....

Learn more about CloudBiz