Skip to content
CoCoCo Knowledge Base
Back to Knowledge Base

How to Manage Customers and Suppliers

Customer and Supplier records

Section titled “Customer and Supplier records”

CoCoCo maintains a shared contact database for customers and suppliers. Each contact can be tagged as one or both.

How to add a Customer

Section titled “How to add a Customer”
  1. Go to Data → ERP → Customers
  2. Click + New Customer
  3. Fill in company name, contact details, billing address, and payment terms
  4. Click Save

How to add a Supplier

Section titled “How to add a Supplier”
  1. Go to Data → ERP → Suppliers
  2. Click + New Supplier
  3. Fill in company details and contact information
  4. Set the Currency if the supplier invoices in a foreign currency
  5. Click Save

From each record, you can view

Section titled “From each record, you can view”
  • Full Order history or Purchase Order history
  • Outstanding Invoices
  • Customer-specific Price overrides