Estimates, purchases and invoices depend on the quality of the records. In the Nexora management system it is advisable to correctly identify the subject and his roles before starting the operational cycle documents.
Create and update a customer
- Open Customers or Third Parties and search for the company before creating it.
- Fill in your company name, customer or prospect role and confirmed company references.
- Check the address, country and tax information required by your organization.
- Save the registry and reopen it to link documents and contacts to the same subject.
Suppliers and subjects with dual roles
- Open the correct third party and check the roles already assigned.
- Enable the supplier role when the organization purchases goods or services from that entity.
- Keep the customer and supplier roles in the same registry if they belong to the same company.
- Re-read codes, conditions and references before using the item in the purchasing cycle.
Putting this into practice
If the same company is a customer and supplier, check the existing record and applicable roles. Duplicating it for convenience makes it more difficult to read reports and related documents.
Learn more about Nexora ERP.
Comments and questions
Do you have a question about this topic? Open the discussion with a comment.