BillBook makes it easy to manage your suppliers and customers in one place! You can add contacts, set credit limits, track transactions, and assign contacts to users. 🚀

➕ Adding Suppliers & Customers #

✅ Go to → Contacts → Suppliers or Customers
✅ Click on “Add New Contact”
✅ Select the contact type:

• Supplier 🏭
• Customer 🛒
• Both (Supplier & Customer) 🔄
  ✅ Fill in the required details.
  ✅ Click “More Information” to enter additional details:

📌 Key Fields in Contact Management #

🔹 Pay Terms ⏳ – Set due dates in days or months to track pending payments.
🔹 Customer Group 🏷️ – Categorize customers (Retail, Wholesale, etc.).
🔹 Credit Limit 💳 – Set the maximum credit limit for a customer (prevents overspending).
🔹 Opening Balance 💰 – Add any previous balance from before using BillBook.
🔹 Advance Balance 💵 – Record prepaid amounts from customers/suppliers.

✅ Click “Save” 💾

👀 Viewing Suppliers & Customers #

To check details about a Supplier or Customer:

✅ Go to → Contacts → Suppliers/Customers
✅ Click the “View” button
✅ You will see:

• Full contact details 📇
• All transactions (Purchases & Sales) 📊
  ✅ Use the “Pay Due Amount” button to clear outstanding balances.

👤 Assigning Contacts to Users #

You can assign contacts (customers & suppliers) to specific users:

✅ Enable Contact Assignment:

• Edit pos/config/constants.php and set enable_contact_assign = true
  ✅ When adding a user, check “Assign to Specific Contact”
  ✅ When adding/editing a contact, select the assigned user

✏️ Changing Default Customer Name #

By default, BillBook uses “Walk-in Customer” for quick sales. You can change this name:

✅ Go to your database → contacts table
✅ Edit the first name field to your preferred name.

💳 Setting a Credit Limit for Customers #

A Credit Limit prevents customers from exceeding their allowed credit.

✅ Go to → Contacts → Customers → Action → Edit → More Information → Credit Limit
✅ Enter the maximum credit limit 💰
✅ Click “Save” 💾

📌 Credit Limit Rules:

• Credit Limit = 0 → ❌ The customer cannot buy on credit.
• Credit Limit = blank → ✅ No restrictions (unlimited credit).

💡 Tip: If a customer reaches their credit limit, they cannot make a partial or credit sale until they pay off some balance.

With BillBook’s Contact Management, handling suppliers, customers, credit limits, and payments is super easy and efficient! 🚀📒

Let me know if you’d like any refinements! 😊