Customers & Suppliers
Marking an Organization as a Customer or Supplier controls which transaction documents can be created for that Organization.
Note
To mark an Organization as a Customer or Supplier, your System Administrator must grant the relevant capability:
- Relate Own Organisation to a Customer
- Relate Own Organisation to a Supplier
Customers
Once an Organization has been marked as a Customer using the Agreements checkboxes, it will appear in the Customers view on the Organizations landing page.
Transaction documents can only be created for Organizations that are set up as Customers, so make sure this is in place before creating any documents.
The available transaction document types are:
- Quotations
- Customer Orders
- Invoices
- Credit Notes
Suppliers
Like Customers, Suppliers are configured using the Agreements checkboxes on an Organization record. Once an Organization has been marked as a Supplier, it will appear in the Suppliers view on the Organizations landing page.
Supplier Orders can only be created for Organizations that are set up as Suppliers, so make sure the Organization is configured as a Supplier before creating a Supplier Order.