Customer & Supplier Ledger
To view a customer or supplier ledger
- Go to Contacts -> Supplier/Customer and click on the actions button
- There you will be able to see the ledger for the customer or supplier.
- You can select a date-range and use the checkbox filters to show/hide certain transaction types.
Adding Discount for Customer/Supplier on Balance due:
A discount on the balance due can be added for a customer/supplier.
Click the add discount button on the customer/supplier ledger screen.
Clicking the button shows a popup; enter the details and click save.
The discounted amount will be accounted for in their ledger.
NOTES
NOTE 1: This discount can only be added by the admin and not by other users.
NOTE 2: Also, the Ledger Discount is different from the Sale Discount.
When a Ledger Discount is added, it will not be reflected in the Sale Discount because the invoice details are not added for the ledger discount. It is also not possible to find which invoice the discount was added to.
Any contact can be a supplier, a customer or both (supplier & customer).
Adding Suppliers & Customers
- Go to Contacts -> Suppliers or Customers
- Click on add new contact. Select the contact type – Supplier/Customer/Both
- Based on the contact type selected – it will show the relevant fields. Fill in the relevant details.
- Click on the More Information button to see more fields.
- Pay Terms: This will help the system to notify you of any pending payments for suppliers & customers. You can specify the pay term in either days or months.
- Customer Group: Read details here.
- Credit Limit: This is the maximum amount of credit that can be given to the customer. If, in any sale, the credit exceeds this amount, the system won’t allow selling on credit.
- Opening Balance: The opening balance of a customer or supplier before you start using S-Keub. If there is any previous balance, you can add it here.
- Advance balance: Sometimes a customer/supplier pays/takes money in advance. This will show the amount of advance balance paid or taken by the customer/supplier respectively.
Viewing Suppliers & Customers
- To view details about a supplier or customer, click on the View button. It will show the complete details along with the relevant transactions (Purchases & Sales) for that contact.
- 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.
Assigning Contacts to Users
You can assign contacts (customers & suppliers) to a particular user by following the steps below.
- Contact assignment must first be switched on for your account. This option is switched on by SmartPalm support. Raise a ticket from the customer portal and we will enable it for you.
- When adding the user, check the label “assign to specific contact”.
- Now, when adding a contact, select the user to whom you want to assign.
Changing default customer name
If you want to change the default customer name “walk-in-customer” to something else, follow the steps below.
This name is changed by SmartPalm support. Raise a ticket from the customer portal and we will change it for you.
Credit Limit for Customer
Credit limits can be added to customers.
When the credit limit is reached, partial or credit sales can’t be made for those customers.
To set the credit limit, go to Contacts > Customers > Action > Edit > More Information > Credit Limit.
Leave this field blank to have no credit limit for customers.
NOTE: Do not set the credit limit to 0 to have no credit limit.
Credit Limit = 0 (the credit for the customer is 0)
Credit Limit = blank (no restriction for credit limit(infinite))
Advanced Balance
Advanced balance (to customers) is the sum of the amounts that the business should pay to the customers.
Advanced balance (to suppliers) is the sum of the amounts that the suppliers should pay to the business.
To add an advanced balance, go to Customers -> customers/suppliers and click on the action button. Here you will find a pay option; click on it. An Add payment pop-up will be shown; add the required amount and click on the save button.
Making sales/purchases using an advanced balance:
To make a purchase or sale using this advanced balance, add a sale or purchase.
Select the customer/supplier. While making the payment, select the advance payment in the payment method option and save it.
Note: Payment from advance balance will be used only if advance payment method is selected.
Opening Balance
Opening balance (to customers) is the sum of the amounts that the customers have to pay to the business.
Opening balance (to suppliers) is the sum of the amounts that the business has to pay to the suppliers.
Adding an opening balance
To add an opening balance, go to Contacts->customers/suppliers. Either select the add button or click on edit for an existing user. There you will find a more information button; click on it and add the opening balance amount to be added for that user.
Enabling Reward Points:
Before diving into Loyalty Cards, make sure you’ve enabled the reward points feature. You can find detailed instructions in our documentation here.
Creating Loyalty Cards for Customers:
Once your reward points are active, follow these straightforward steps to set up Loyalty Cards for your customers:
- Assign a Customer ID: When adding a new customer, make sure to provide them with a unique Customer ID. This ID will serve as their key to unlocking exclusive benefits.
- Printing the Loyalty Card: Using the assigned Customer ID, print the Loyalty Card. This card is your customer’s ticket to accumulating and redeeming reward points. You need to design & print the card externally (for example, use Canva or other design software to design the card for printing).
- Using Loyalty Cards at the Point of Sale (POS):
- Select Customer: Begin by selecting the customer making the purchase. You can scan the QR code/barcode on their Loyalty Card, enter the customer’s mobile number or enter the customer’s name to associate the sale with their account.
- Complete the Sale: The system will automatically link the sale to the customer’s Loyalty Card, ensuring they receive the deserved reward points.
That’s it! You’ve successfully integrated Loyalty Cards into your S-Keub system. Your customers can now enjoy a personalised and rewarding shopping experience.
Customer Groups:
With Customer Groups, you can classify a customer as Retail Customer, Wholesale Customer, Friends, Colleagues or whatever you would like…
1. To add a “Customer Group” go to Contacts -> Customer Groups & click on the “Add” button.
2. It will show a popup asking for the customer group name & Calculation Percentage.
The calculation percentage is used to calculate the selling price.
Example:
– Suppose the Selling Price set for a product, Product1, is $200
– Customer Group Name = Friend
Calculation Percentage = -20
– Note: -20 (notice the minus sign), or you may set it to 20 = +20%
– And you have created a customer, Harry, with the Customer Group assigned as Friend.
– Now go to the POS or Sell screen. Select the customer Harry and add Product1.
– You will notice that the selling price set for Product1 will be 200-20% = $160
This is how Customer Groups work.
Customer Group does an internal calculation and applies 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 reports for different customer groups from the “Customer Groups Report”; in other words, if you have retail and wholesale customer groups, you can see which type of customer group is generating more sales.