📇 Section 6
Customers & suppliers
One place for everyone you buy from and sell to, with their full transaction history and balance.
On this page
Add a contact
- Click Add and choose the type: Customer, Supplier, or Both.
- Enter the name, mobile number, email, address and tax number (GSTIN).
- Set pay terms (e.g. 30 days) and a credit limit if you sell on credit.
- Enter any opening balance owed from before you started using ZaleBee.
Ravi Traders buys from you every week and pays monthly. Add them as a Customer with pay terms 30 days and credit limit ₹50,000. They already owed you ₹8,000 from your old books, so enter ₹8,000 as the opening balance.
ZaleBee now warns you if a new sale would take them above ₹50,000, and marks invoices overdue after 30 days.
Useful extras
- Customer groups: give a group a discount % or a price group.
- Import contacts: upload customers and suppliers from Excel.
- Map: see your contacts plotted on a map, useful for planning visits and deliveries.
- Open a contact to see their ledger, sales, purchases, payments, documents and notes, and to send a statement.
Loyalty tiers, birthday & referral points
With reward points on, the Loyalty tiers card adds:
- Tiers, e.g. Silver from ₹10,000, Gold from ₹50,000. A customer's tier comes from what they spent (sales less returns) over the last months you set, and is updated every night. Each tier's multiplier scales the points a sale earns: 1.5 gives half as many again.
- Birthday points on the customer's date of birth, once a year, with a birthday message on WhatsApp when the WhatsApp API is set up.
- Referral points to the customer who referred a new one, once the new customer buys. Set Referred by on the new customer's form.
Customer 360
One page for a customer: what they spent and how often, their average bill, when they last came and whether they're overdue for a visit (churn risk), the products they buy most, their tier and points, who they referred, what they owe, and their feedback.
Customer feedback
Put the {feedback_link} tag in the New Sale notification template. The customer gets a link after a sale and rates you from 0 to 10 with a comment, no login needed. The page shows the answers, the average and your NPS (% promoters scoring 9-10, less % detractors scoring 0-6).
Customer portal
Give a customer their own page: what they owe or have paid in advance, their invoices (each opens as a printable invoice), payments, open quotations, credit notes and gift cards they can still spend, and their reward points. There is no password; the page opens from a private link.
- Press Customer portal on the customer's page. The link is made the first time.
- Send it with WhatsApp or Email, or copy it.
- If the link reached the wrong person, press New link (the old one stops working) or Stop link.
Star Hotel asks what it owes. Instead of sending a statement each time, you send its portal link once. Whenever they open it they see ₹8,600 due, the three unpaid invoices, and last month's payments, always up to date.
Invoice links you share (from the portal, the sales list or a WhatsApp/email notification) open for the customer without logging in, showing the same invoice you print.
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