How to manage Contacts in Foodics Accounting

From the Contacts List:

Contacts (whether suppliers or customers) are stored in this list.

Adding a Contact:

You can add a new contact (supplier or customer) by:

1. Go to Contacts (Customer, Supplier, etc.) > Add Contact

   

2. Enter the contact details:

• Contact Name
• Account Number
• Responsible Person
• Mobile Number

Continue entering additional details below:

• Email Address
• Physical Address
• Mailing Address

Finally, enter:

• Tax Number
• Financial Details

3.Click Save

Viewing a Contact:

You can view archived contacts by selecting View Archive. A list of all archived contacts will appear.

Importing Contacts:

You can upload contact information (supplier or customer) by:

1. Clicking the Import button

2. Download the template by selecting Excel, fill in the data, and re-upload the contact file.

3. Click Save