Clients / Suppliers

The clients guide stores information about all counterparties — companies and individuals you buy from or sell to.

How to Access

Navigate to: Sidebar > Guides > Clients/Suppliers

Route: /warehouse/guides/s_clients

Quick actions:

• Open list
• Create new

Overview

The clients guide maintains a single directory of all counterparties used across warehouse documents, sales, and financial operations. Each record can represent a buyer, supplier, or both.

List Columns

Column	Description
No.	Internal number
Name	Counterparty name
Phone	Contact phone number
Email	Email address
Address	Physical address
IIN/BIN	Individual or business identification number

The Counterparty Card

The card opens as a single page. Field blocks are on the left; roles, notes and technical data are on the right. Links under the title jump to a block, and the counterparty's roles are shown under the name (or a No role selected warning).

• Main — name, full name, IIN/BIN (tax ID) and group.
• Contacts — phone (with a call button next to it), email and address.
• Buyer — shown while the Buyer role is on: card code, birthday, "How they heard about us" and available price types.
• Bank details — bank account, bank, BIC and "Other details (free text)". The block is shown for vendors and for counterparties that already have bank details; for the others a Show bank details button is shown instead.

A hidden block never erases data: if you turn the Buyer role off, the card code, birthday and price types are kept and come back when the role is turned on again.

Record access rights and deleting the counterparty are in the ⋯ menu to the right of the title.

Fields

Field	Description	Required
Name	Counterparty name (company or individual)	Yes
Full name	Official name for documents	No
IIN/BIN	Tax identification number of a person or company. For Kazakhstan the card warns when the number is not 12 digits or the check digit does not match — you can still save	No
Group	Folder in the counterparty list; "No group" means the root of the list	No
Phone	Contact phone number. A Kazakhstan number is shown as +7 XXX XXX-XX-XX and saved exactly as you typed it	No
Email	Email address	No
Address	Physical address	No
Card code	Card code the cashier can use to find and pick the client at the POS	No
Birthday	If empty, it is filled in from a personal IIN (Kazakhstan)	No
How they heard about us	Value from the Marketing Source guide	No
Available price types	Price types that apply to the client	No
Bank account, Beneficiary bank, BIC	Bank details for payments	No
Other details (free text)	Free field for details that do not fit the fields above	No
Notes	Free-text note about the counterparty	No
External ID	Code for exporting to other systems	No

Step-by-Step Guide

Adding a Client

1. Go to Guides > Clients/Suppliers.
2. Click Add.
3. Fill in the Name.
4. In the Roles block on the right, turn on Buyer and/or Vendor.
5. Add contact details (Phone, Email, Address) as needed.
6. Enter IIN/BIN if required for invoicing.
7. Click Save.

Editing a Client

1. Find the counterparty in the list.
2. Click on the row to open the card.
3. Update the necessary fields. Until you save, the header shows You have unsaved changes.
4. Click Save. If a field is filled in incorrectly, the page scrolls to it.

FAQ

Can one counterparty be both a client and a supplier?

Yes. The same record can be used as a buyer in sales documents and as a supplier in receipt documents.

What is IIN/BIN?

IIN (Individual Identification Number) is for individuals, BIN (Business Identification Number) is for legal entities. These are used for tax reporting and electronic invoicing in Kazakhstan.

Are bank details required?

No. Bank details are optional and typically needed only when processing bank payments to or from the counterparty. That is why the Bank details block is hidden for buyers — open it with the Show bank details button.

What does it mean when no price type is selected?

The client buys at the item's regular price. If you select price types, sales to this client use the prices of the selected types wherever the item has such a price.

How do I delete a counterparty?

Open the card, click ⋯ to the right of the title, choose Delete counterparty… and confirm.

Can I add a note about a guest's preferences?

Yes. The counterparty card has a free-text note field — use it for favourite dishes, allergies, seating preferences and so on.

1. Open Guides > Suppliers and the client you need.
2. Type the note into the Notes field on the right of the card. The birthday is in the Buyer block.
3. Click Save.

The field is meant for a short note — up to 255 characters.