Skip to content

Customers & Suppliers

JennyERP keeps your customers and suppliers as contact records, each with one or more contact persons, a full transaction history and a running balance.

Customers

Go to Customers to add and manage the people you sell to. Each customer record carries:

  • Code and name (code is auto-suggested, e.g. C-1234, and editable)
  • Country, city and address
  • A contact person, email and phone
  • Tax ID (e.g. VAT number)
  • Payment terms — Prepaid, Net 15, Net 30, Net 45, Net 60 or Net 90
  • The assigned salesperson

Add a customer with Customers → New; open any customer to view detail or Edit.

The customer detail page leads with a row of financial cards — including Total sales, Total received and Outstanding — and then organizes everything into tabs (see Party detail tabs below).

Sort and filter

The customer list can be searched (name, code, email, city, country), filtered by country, and sorted by name, total sales or outstanding balance.

Suppliers

Go to Suppliers to manage the parties you buy from. JennyERP recognises that fabric sourcing involves more than one kind of vendor, so every supplier is given a category:

GroupCategoryUse for
SupplierFinished fabricVendors who sell ready, finished fabric
SupplierGreige (raw)Vendors who supply greige / raw fabric
FactoryProcessing millGeneral processing / OEM
FactoryDyeing millDyeing
FactoryPrinting millPrinting
FactoryWeaving millWeaving
FactoryFinishing millAfter-finishing
FactoryEmbroidery millEmbroidery

The supplier list can be filtered by any of these categories, and each row is colour-tagged by type. The detail page leads with Total purchase, Total paid and Outstanding cards and then uses the same tabbed layout as customers (see below).

Party detail tabs

A customer's or supplier's detail page is organized into tabs, so the full relationship lives on one screen:

TabWhat it shows
OverviewThe information panel (code, contact details, terms, salesperson…) alongside the contacts list
DocumentsThe party's related documents, grouped into sub-tabs by type — e.g. sales orders (or purchase orders), quotations and inquiries — each with a count, status and amount
Receipts / PaymentsMoney in from a customer (Receipts) or money out to a supplier (Payments)
StatementA running statement — every document and payment in date order, with a running balance
ActivityA timeline of everything that's happened, documents and money together, newest first

The Statement tab is the one to reach for when you need to reconcile: it shows the full give-and-take with a party and the balance after each entry.

Contact persons

Beyond the company record, you can keep several contact persons for each customer or supplier. From a party's detail page, the Contacts panel lets you add, edit and delete contacts. Each contact holds:

  • Name (required)
  • Phone
  • Email
  • WeChat

This keeps the buyer, the merchandiser and the accounts person on the same record, so anyone on your team can reach the right person.

Why it matters

Because contacts link to orders, payments and contact persons, you always know:

  • Who owes you money, and how much (accounts receivable)
  • Who you owe, and how much (accounts payable)
  • Which factory does dyeing, printing, weaving or finishing for a given fabric
  • The full history — and the right person to call — with each party

See the Reports section for receivable and payable summaries and per-party statements.

JennyERP — textile business management, made simple.