How to add a customer or supplier?

English Template (1).pngIn Wafeq, customers and suppliers are managed as separate entities. However, the same contact information can be used for both sales and purchase transactions as needed, meaning the same contact can be added and used as both a customer and a supplier.

 

Steps to Add a Customer

  1. From the main menu, click on Sales, then select Customers.
  2. Click on the "Add" button.
  3. Enter the business name and the required details, such as:
    • Tax number
    • Address
    • Billing information
    • Any additional relevant details
  4. Click "Save".

     

Steps to Add a Supplier

  1. From the main menu, click on Purchases, then select Suppliers.
  2. Click on the "Add" button.
  3. Enter the business name and the required details, such as:
    • Tax number
    • Address
    • Billing information
    • Any additional relevant details
  4. Click "Save".

 

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