PoultryDesk

Resources

Managers, finance

Documents

Customers and suppliers

The people you sell to and buy from, and the ledgers built from their transactions.

What it is

Customers (/partners/customers) and suppliers (/partners/suppliers), each with a ledger and the analytics built from their sales and payments.

  • Add a customer or supplier and open it to see its ledger.
  • Link sales to a customer to build receivables and settlement analytics.

What to keep an eye on

A walk-in sale needs no saved customer, but linking the ones who buy on terms is what builds the receivables ledger.

PartnersCustomersSuppliers

Resources

Managers, finance

Documents

Customers and suppliers

The people you sell to and buy from, and the ledgers built from their transactions.

What it is

Customers (/partners/customers) and suppliers (/partners/suppliers), each with a ledger and the analytics built from their sales and payments.

  • Add a customer or supplier and open it to see its ledger.
  • Link sales to a customer to build receivables and settlement analytics.

What to keep an eye on

A walk-in sale needs no saved customer, but linking the ones who buy on terms is what builds the receivables ledger.

PartnersCustomersSuppliers