Customers and Vendors
Link a customer and a vendor
Summary If a vendor is also a customer (or vice versa), it is possible to link them together. Link a customer and a vendor Go either to Sales -> Customers or Purchases -> Vendors. OR Click on the customer/vendor to link. The information of this ...
Customer/Vendor Integration with Zoho Books
Summary Lorsque l'intégration des contacts avec Zoho Books est activée, les modifications dans ALIX se répliquent en simultané dans ALIX et dans Books pour garantir l'intégrité des données. Il est aussi possible de modifier le contact Zoho Books lié ...
"Active/inactive" status for customers/vendors
Summary The "active/inactive" status allows you to remove from your list a former customer/vendor with whom you no longer do business, but still keep it for history. This status is reversible and is synchronized with Zoho Books. Deactivate a ...
How to merge duplicates
Summary It is possible to merge duplicates and a single customer/vendor in ALIX. This transfers all existing transactions to the chosen target customer/vendor and inactivates all other customers/vendors. Merge duplicates Go either to Sales -> ...
How to create and edit customers and vendors
Summary This article describes how to create and edit customers and vendors. Since their screens are almost identical, the procedure described here works for both entities. The information recorded in these sections is essential for several ...