Vendors

Introduction - Customers & Vendors

In P4 Books, you can add customers or vendors that you deal with in your business.

For creating sales transaction like invoices or sales orders, you will have to add customers in your organization. For creating purchase transactions like bills and purchase orders, you’ll have to add vendors.

There are two ways of adding customers/vendors in Zoho Books:

• Create from Customer or Vendor creation page

• Import Customers/Vendors

Create from Customer and Vendor creation page

To create a new customer:

• Go to Master Data >Purchasing > Vendors.

• Click the + Data Entry button in top right corner of the page and select New.

• Enter the details of your vendor.

• Select the Currency they deal in. (USD unless you have added additional Currencies).

• You can add other details such as their Billing Address and Shipping Address.

• After entering all the details, you are done the data is Auto Saved.