Contacts refer to organizations or individuals you deal with in your business. These contacts could be:

  • Customers - Customers buy goods and services from your business. Once you mark a contact as a customer in Giddh, you can transact with them via invoices.
  • Vendors - Vendors sell goods and services to your business. Once you mark a contact as a vendor in Giddh, you can transact with them via expenses, bills and purchase.

Maintaining a list of the customers/vendors you do business with, allows you to conduct your transactions quickly and efficiently. Here’s how you can maintain a customers/vendors list in Giddh:

2. Adding a Vendors/Suppliers - 

To add a Vendor, please follow the below steps:

  • Click on the Manage Group & A/C button.
  • Now click on the Current Liabilities button present in the list at left hand side.
  • Click on Sundry Creditors then Create New and Create A/c button.
  • Provide the appropriate details for creating a New Sundry Creditors.

  • You can also quickly add Vendor while adding Purchase Entry in Ledger.

The New Vendor/Supplier creation page consist general information such as the Account Name, GSTIN, Address, State and Other Details (Mobile Number, Email Id, Description):

  • Account Name - Company or Vendor Name can be fill here.
  • GSTIN & State - Vendor’s GSTIN fill here and select the State from drop down option.
  • Address - The address of the Vendor/Supplier can be provided here.
  • Other Details - You can enter (vendor or Supplier) Mobile Number & Email Id here.
  • Description - Notes about the contact for your internal use can be provided here and click on Save button.

2.  Adding a Customers/Clients - 

To add a Customer, please follow the below steps:

  • Click on the Manage Group & A/C button.
  • Now click on the Current Assets button present in the list at left hand side.
  • Click on Sundry Debtors then Create New and Create A/c button.
  • Provide the appropriate details for creating a New Sundry Debtors.
  • You can also quickly add Customer while adding Sales Entry in Ledger.

The New Customers/Clients creation page consist general information such as the Account Name, GSTIN, Address, State and Other Details (Attention To, Mobile Number, Email Id, Description):

  • Account Name - Company or Customer Name can be fill here.
  • GSTIN & State - Customer’s GSTIN fill here and select the State from drop down option.
  • Address - The billing and shipping addresses of the Customer can be provided here.
  • Other Details - You can enter (Customer’s or Client’s) Mobile Number & Email Id here.
  • Attention To - You can enter Person or Employee Name whom you want to mention on Invoice. 
  • Description - Notes about the Customer for your internal use can be provided here and click on Save button.

3.  Edit and Delete a Vendor/Supplier or Customer/Client - 

To edit a Vendor/Customer, please follow the below steps:

  • Click on  Manage Group & A/C button.
  • Select Current Liabilities if you want to edit Vendor/Supplier or Select Current Assets if you want to edit Customer/Client.
  • According to your requirement select Sundry Creditor/Sundry Debtor and select the Account Name you wish to edit.
  • Make the necessary changes to the previously entered information and save changes by clicking the Update button.
  • You can also delete that account by clicking the Delete button.

  • Move to group - You can move this Account in any group in which you want to move and you will get all the groups from drop down option. 
  • Select A/c to Merge with - You can merge this Account with any other Account with which you want to merge. 
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