Contacts

The Contacts feature helps you manage your network of customers and suppliers.

Overview

Contacts represent people and businesses you interact with:

• Customers - People who buy from you
• Suppliers - Sources where you buy inventory
• Both - Contacts who are both customers and suppliers

Contact Information

Adding a Contact

1. Go to Contacts in the sidebar
2. Click Add Contact
3. Fill in contact details
4. Select the contact type
5. Save

Contact Types

Customer

People who buy from you:

• Link to orders
• Track purchase history
• Manage communications

Supplier

Sources for inventory:

• Link to purchases
• Track sourcing history
• Note contact details

Both

Contacts who are both:

• Can appear in orders and purchases
• Flexible relationship tracking

Using Contacts

With Orders

Link customers to orders:

1. Create an order
2. Select or add the customer
3. Customer history tracks automatically

With Purchases

Link suppliers to purchases:

1. Record a purchase
2. Select or add the supplier
3. Source history builds over time

Why Track Contacts?

For Customers

• Repeat buyer identification
• Communication history
• Address information for shipping

For Suppliers

• Track best sources
• Contact information handy
• Purchase history by source

Best Practices

1. Add consistently - Create contacts as you encounter them
2. Keep updated - Maintain current contact information
3. Use notes - Record useful details
4. Link transactions - Connect orders and purchases to contacts
5. Review periodically - Clean up outdated contacts