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

Fields

Field	Description	Required
Name	Counterparty name (company or individual)	Yes
Phone	Contact phone number	No
Email	Email address	No
Address	Physical address	No
IIN/BIN	Individual Identification Number or Business Identification Number	No
Bank details	Bank account information for payments	No

Step-by-Step Guide

Adding a Client

1. Go to Guides > Clients/Suppliers.
2. Click Add.
3. Fill in the Name.
4. Add contact details (Phone, Email, Address) as needed.
5. Enter IIN/BIN if required for invoicing.
6. Click Save.

Editing a Client

1. Find the counterparty in the list.
2. Click on the row to open the edit form.
3. Update the necessary fields.
4. Click Save.

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.

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. Go to the Info tab.
3. Type the note into the Notes field. The same tab also has a Birthday field.
4. Click Save.

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