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Contacts

Manage your customers and suppliers

  • Customers

    From the menu 'Contacts' > 'Customers', you can view, search and create customers. Your customer list Your customer list will be display when you open the customer menu: Search or filters your custome...

  • Suppliers

    From the menu 'Contacts' > 'Suppliers', you can view, search and create suppliers / vendors: Your suppliers list: Search or filter your suppliers: To delete a supplier, select the supplier(s), choose ...

  • Employees

    Employees are contacts attached to your customers or suppliers. To add Employees, to can do it directly from the customer or supplier profile: Or by going to the employee menu and click on 'Create emp...

  • Customer portal

    The erplain customer portal can give your customers access to their invoices. From there, they can open and download their PDF invoices. To give them access to the erplain portal, open their customer ...