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Business Module

Use the Business module to manage clients and vendors, keep contact and balance information current, and review the records that support sales and purchasing work.

Summary

The Business section stores the external parties your team works with most often. Clients and vendors are used throughout invoices, payments, checks, and reports, so this module is the starting point for many daily workflows.

What you can do in this section

  • Add and update client records.
  • Add and update vendor records.
  • Review business contact and financial details.
  • Open transaction history tied to a client or vendor.
  • Control whether a record is active for new work.

Module structure

Module Purpose
Clients Manage customers, their balances, and their transaction history.
Vendors Manage suppliers, their balances, and their transaction history.

Typical workflow

  1. Create the client or vendor record first.
  2. Use that record when entering invoices, payments, or related transactions.
  3. Review the detail page when you need balance or history context.
  4. Open the report page when you need a summary view.
  • Trade - Handles invoices, checks, vouchers, payments, and banks.
  • Factory - Uses business records for product and inventory workflows.
  • Employee - Uses separate records for staff management.