Sales Management

Adding Customers & Suppliers and Viewing

1. New/Add Customers & Suppliers or as Both

1. Goto Contacts -> Suppliers or Customer
2. Click on add new contact. Select contact type – Supplier/Customer/Both
3. Based on the contact type selected – it will show the relevant fields. Fill the relevant details.
4. Click on More More Information button to see more field.
5. Pay Terms: This will help the system to notify you of any pending payments for suppliers & customers. You can specify pay term in either days or months.
6. Customer Group: Read details here.
7. Credit Limit: This is the maximum amount of credit that can be given to the customer. If in any sales the credit exceeds this amount then it won’t allow selling on credit.
8. Opening Balance: Opening balance of a customer or supplier before you start using AcorCloudPOS. So if there is any previous balance you can add here.
Advance balance: Sometimes customer/supplier pay/takes money in advance. This wil show the amount of advance balance paid or take by the customer/supplier respectively.

Viewing Suppliers & Customers

1. To view details about a Supplier or Customer click on View button. It will show the complete details along with the relevant transactions (Purchases & Sales) for that contact.

2. Pay Due amount: You can use this button to pay the due amount for a customer or supplier. This will pay the overall due amount for all invoices.

Adding Opening Balances & Payments

What is Opening Balance?

1. Opening balance is the balance contact (customer or supplier) have at the beginning of using the software.
2. Suppose you’re shifting the data from another software to AcorCloudPOS then the opening balance of the contact will be the balance amount which the contact has to pay/receive to/from you.
3. Opening balance for customer = Amount the customer has to pay
4. Opening balance for supplier = Amount you have to pay to the supplier.

Adding Opening Balances

You can add an opening balance when adding/editing the supplier or customer. In the add contact screen, you will find the opening balance field.

View Opening balance payment

To view the opening balance of contact, go to List Supplier/customer, go to view, and on the view page, you will find the opening balance & opening balance due.

Pay or receive payment of opening Balance

Adding payment of the opening balance is the same as any other payments. Go to list Customer/Supplier -> Actions -> Pay.

It will open a popup modal where you can enter the payment amount.

Customer's & Supplier's Ledger and View

To view customer or supplier ledger

1. Go to Contacts -> Supplier/Customer
2. In that screen you will be able to see Ledger for the customer or supplier.
3. You can select a date-range and use the checkbox filters to show/hide certain transaction type.

Customer Group

With customer Groups, you can classify a customer as Retail Customers, WholeSale Customer, Friends, Colleagues etc..

1. To add a “Customer Group” go to Contacts -> Customer Groups & Click on “Add” button.

2. It will show a popup asking for customer group name & Calculation Percentage. Calculation percentage is used to calculate selling price.

Example:

– Suppose if the Selling Price set for a product Product1 is $200
– Customer Group Name = Friend
- Calculation Percentage = -20
– Note: -20 (notice a minus sign) or you may set it 20 = +20%
– And you have created a customer with Harry with Customer Group assigned as Friend.
– Now go to pos or Sell screen. Select the customer Harry and add the product1.
– You will notice that the selling price set for the product1 will be 200-20% = $160

This is how customer Group works.

Customer Group does an internal calculation and applied the calculation percentage to the selling price. It will not show a separate discount on the invoice or the pos screen.

This feature is highly useful when you have retail, wholesale or different customer categories.

You can view report for different customer group from “Customer Groups Report” or in other terms if you have retail and wholesale customer group you can see which type of customer group is giving more sale.

➥	Adding Customers & Suppliers
➥	Adding Opening Balances & Payments
➥	Customer's & Supplier's Ledger and View
➥	Customer's Groups

Adding Customers & Suppliers and Viewing 1. New/Add Customers & Suppliers or as Both 1. Goto Contacts -> Suppliers or Customer 2. Click on add new contact. Select contact type – Supplier/Customer/Both 3. Based on the contact type selected – it will show the relevant fields. Fill the relevant details. 4. Click on More More Information button to see more field. 5. Pay Terms: This will help the system to notify you of any pending payments for suppliers & customers. You can specify pay term in either days or months. 6. Customer Group: Read details here. 7. Credit Limit: This is the maximum amount of credit that can be given to the customer. If in any sales the credit exceeds this amount then it won’t allow selling on credit. 8. Opening Balance: Opening balance of a customer or supplier before you start using AcorCloudPOS. So if there is any previous balance you can add here. Advance balance: Sometimes customer/supplier pay/takes money in advance. This wil show the amount of advance balance paid or take by the customer/supplier respectively. Viewing Suppliers & Customers 1. To view details about a Supplier or Customer click on View button. It will show the complete details along with the relevant transactions (Purchases & Sales) for that contact. 2. Pay Due amount: You can use this button to pay the due amount for a customer or supplier. This will pay the overall due amount for all invoices.
Adding Opening Balances & Payments What is Opening Balance? 1. Opening balance is the balance contact (customer or supplier) have at the beginning of using the software. 2. Suppose you’re shifting the data from another software to AcorCloudPOS then the opening balance of the contact will be the balance amount which the contact has to pay/receive to/from you. 3. Opening balance for customer = Amount the customer has to pay 4. Opening balance for supplier = Amount you have to pay to the supplier. Adding Opening Balances You can add an opening balance when adding/editing the supplier or customer. In the add contact screen, you will find the opening balance field. View Opening balance payment To view the opening balance of contact, go to List Supplier/customer, go to view, and on the view page, you will find the opening balance & opening balance due. Pay or receive payment of opening Balance Adding payment of the opening balance is the same as any other payments. Go to list Customer/Supplier -> Actions -> Pay. It will open a popup modal where you can enter the payment amount.
Customer's & Supplier's Ledger and View To view customer or supplier ledger 1. Go to Contacts -> Supplier/Customer 2. In that screen you will be able to see Ledger for the customer or supplier. 3. You can select a date-range and use the checkbox filters to show/hide certain transaction type.
Customer Group With customer Groups, you can classify a customer as Retail Customers, WholeSale Customer, Friends, Colleagues etc.. 1. To add a “Customer Group” go to Contacts -> Customer Groups & Click on “Add” button. 2. It will show a popup asking for customer group name & Calculation Percentage. Calculation percentage is used to calculate selling price. Example: – Suppose if the Selling Price set for a product Product1 is $200 – Customer Group Name = Friend - Calculation Percentage = -20 – Note: -20 (notice a minus sign) or you may set it 20 = +20% – And you have created a customer with Harry with Customer Group assigned as Friend. – Now go to pos or Sell screen. Select the customer Harry and add the product1. – You will notice that the selling price set for the product1 will be 200-20% = $160 This is how customer Group works. Customer Group does an internal calculation and applied the calculation percentage to the selling price. It will not show a separate discount on the invoice or the pos screen. This feature is highly useful when you have retail, wholesale or different customer categories. You can view report for different customer group from “Customer Groups Report” or in other terms if you have retail and wholesale customer group you can see which type of customer group is giving more sale.