1. Go to Contacts -> Supplier/Customer and click on the actions button
2. In that, you will be able to see the Ledger for the customer or supplier.
3. You can select a date range and use the checkbox filters to show/hide certain transaction types.

Adding Discount for Customer/Supplier on Balance due

Discount for balance due amount can be added for customer/supplier.

Click the add discount button on the customer/supplier ledger screen

NOTES

NOTE 1: This discount can only be added by the admin and not by other users.

NOTE 2: Also, the Ledger Discount is different from the Sale Discount.

While adding a Ledger Discount it will not be reflected in Sale Discount because the invoice details are not added for the ledger discount. And it is not possible to find to which invoice the discount is added.

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Opening balance is the balance the contact (customer or supplier) has at the beginning of using the software.

Suppose you’re shifting the data from another software to UltimatePOS then the opening balance of the contact will be the balance amount which the contact has to pay/receive to/from you.

Opening balance for customer = Amount the customer has to pay

Opening balance for supplier = Amount you have to pay to the supplier

Adding Opening balance

You can add an opening balance when adding/editing the supplier or customer. In the add contact screen, you will find the opening balance field.

View Opening balance payment

To view the opening balance of contact, go to List Supplier/customer, go to view, and on the view page, you will find the opening balance & opening balance due.

Pay or receive payment of opening Balance

Adding payment of the opening balance is the same as any other payment. Go to list Customer/Supplier -> Actions -> Pay.

It will open a popup modal where you can enter the payment amount.

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Supplier & Customers

Any contact can be supplier, Customer, or Both (Supplier & Customers)

Adding Suppliers & Customers

Goto Contacts -> Suppliers or Customer

Click on add a new contact. Select contact type – Supplier/Customer/Both

Based on the contact type selected – it will show the relevant fields. Fill in the relevant details.

Click on the More Information button to see more fields.

Pay Terms: This will help the system notify you of any pending payments for suppliers & customers. You can specify the paid term in either days or months.

Customer Group:

Credit Limit: This is the maximum amount of credit that can be given to the customer. If the credit exceeds this amount in any sales, it won’t allow selling on credit.

Opening Balance: Opening balance of a customer or supplier before you start using CybroERP. So, if there is any previous balance you can add it here.

Advance balance: Sometimes customer/supplier pays/takes money in advance. This will show the amount of advance balance paid or taken by the customer/supplier respectively.

Viewing Suppliers & Customers

To view details about a Supplier or Customer click on the View button. It will show the complete details along with the relevant transactions (Purchases & Sales) for that contract. Pay Due amount: You can use this button to pay the due amount for a customer or supplier. This will pay the overall due amount for all invoices

The post Contact Management( Supplier & Customers) appeared first on CybroERP.

Opening balance(to suppliers) is the sum of the amount that the business has to pay to the suppliers.

Adding an opening balance

To add an opening balance, Go to Contacts->customers/suppliers. Either select the add button or click on edit for an existing user. There you can find a more information button, click on that, and add the opening balance amount to be added for that user.

The post Opening Balance appeared first on CybroERP.

Advanced balance(to suppliers) is the sum of the amount that the suppliers should pay for the business.

To add an advanced balance, Go to Customers -> customers/suppliers and click on the action button. Here you will find a pay option and click on it.  Add payment pop-up will be shown add the required amount value and click on the save button.

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With customer groups, you can classify a customer as Retail Customers, Wholesale Customers, Friends, Colleagues, and whatever you would love to…

1. To add a “Customer Group” go to Contacts -> Customer Groups & Click on the “Add” button.
2. It will show a popup asking for the customer group name & Calculation Percentage.
   A calculation percentage is used to calculate the selling price.

Example:

• Suppose the Selling Price set for a product Product1 is $200
• Customer Group Name = Friend
• Calculation Percentage = -20
•  Note: -20 (notice a minus sign) or you may set it to 20 = +20%
• And you have created a customer with Harry with Customer Group assigned as Friend.
• Now go to the pos or Sell screen. Select the customer Harry and add the product1.
• You will notice that the selling price set for the product will be 200-20% = $160

This is how customer Group works.

Customer Group does an internal calculation and applies the calculation percentage to the selling price. It will not show a separate discount on the invoice or the pos screen.

This feature is highly useful when you have retail, wholesale, or different customer categories.

You can view reports for different customer groups from “Customer Groups Report” or in other terms, if you have retail and wholesale customer groups you can see which type of customer group is giving more sale

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