Introduction – Customers and vendors

In ALIX, you can add customers or suppliers with whom you do business in your business. To create sales orders, you will need to add customers in your organization. To create purchase orders, you will need to add vendors.

It is also possible to integrate ALIX with Zoho Books to manage your customers and suppliers. When enabled, changes in ALIX replicate simultaneously in Zoho Books and vice versa.

Although customers and vendors are in different modules, the screens and possible actions are identical. This is why they are collected in this same section of the knowledge base.

Create a customer/vendor #

There are two ways to create a client/vendor in ALIX:

• From scratch
• By duplicating an existing customer/vendor

From scratch #

1. In the left menu, choose Sales -> Customers or Purchases -> Vendors.
   
   OR
   
2. Depending on the tab chosen, click Create customer or Create vendor at the top right.
3. Enter the customer/vendor information, then click Save in the top right.

If ALIX is integrated with Zoho Books, creation and modification is bidirectional. The “Currency” and “Taxes” fields become read-only once the contact is saved.

Duplicate an existing customer/vendor #

1. In the left menu, choose Sales -> Customers or Purchases -> Vendors.
2. Click on the customer/vendor to duplicate. This customer/vendor information will appear on the screen.
3. In the More action menu at the top right, select Duplicate.
   
4. The customer/vendor creation screen will appear. The fields will already be populated with the duplicate customer/vendor information. If necessary, modify the desired information for the new customer/supplier. Click on Save at the top right.

Edit a customer/vendor #

1. In the left menu, choose Sales -> Customers or Purchases -> Vendors.
2. Click on the customer/vendor to edit. This customer/vendor information will appear on the screen.
3. Click Edit at the top right.
4. Make the changes you want, then click Save in the top right.

Delete a customer/vendor #

You can delete a customer/vendor in two ways:

• From the list
• From the detail screen

Deletion is an action that cannot be reverted.

From the List #

1. In the left menu, choose Sales -> Customers or Purchases -> Vendors.
2. In the list, check the customer/vendor to delete.
   
3. Click Delete.

From the detail screen #

1. In the left menu, choose Sales -> Customers or Purchases -> Vendors.
2. Click on the customer/vendor to delete. This customer/vendor information will appear on the screen.
3. In the More action menu at the top right, select Delete.