Introduction to Contacts (Customers & Vendors)
Want to keep track of everyone you do business with, buyers and suppliers, in one tidy spot? The Contacts feature in Craftybase helps you manage both your customers and vendors so you can stay organized, reduce mistakes, and save time chasing down details.
We’ll Cover:
- Finding your Contacts page
- The difference between Customers and Vendors
- Adding a new contact
Introduction
In Craftybase, Contacts include customers and vendors, anyone you buy from or sell to. Keeping this info up to date will save you from headaches like lost order history, incorrect shipping details, or remembering which vendor supplied that great shea butter last spring.
Let’s say you sell natural body products and you regularly order ingredients from a few suppliers and also sell directly to customers through your online store. With Contacts, Craftybase keeps all those relationships in one place, so you’re never digging through inboxes or spreadsheets again.
Step-by-Step Walkthrough
Step 1: Access the Contacts Page
Navigate to the Contacts page via the ⋮ icon located in your top navigation menu. Select Contacts from the menu that appears.
Here, you'll find a list of all your existing contacts, including both Customers and Vendors.
Step 2: Add a New Contact
Click on the Add Contact button located at the top-right corner of the Contacts page. This will open a form where you can input the new contact's details.
Step 3: Enter Contact Details
- Use the Contact Type dropdown to specify whether this contact is a Customer, Vendor, or other.
- Selecting Customer associates the contact with sales orders.
- Selecting Vendor links the contact to material purchases.
- In the Pricing tier field, you can select the price point to apply to this contact. This could be either the default price, the wholesale price, or any pricing tier you have created.
- In the Name field, enter the contact's full name or company name.
- Key in the contact's phone number in the Phone field.
Fill in additional details such as the contact's address, email, website, or notes.
Step 4: Save the Contact
- After entering all necessary information, click the Save button at the bottom of the form.
- The new contact will now appear in your Contacts list, categorized appropriately.
Wrap-Up 🎉
Once your Contacts are added to Craftybase, you’ll be able to link customers to sales orders to track their purchase history and assign vendors to purchases to keep a clear record of where each material originated.
Keeping your Contacts organized in Craftybase helps streamline your operations and ensures all your customer and vendor details are easy to access when you need them.
It’s a simple yet powerful way to manage both your buyers and suppliers in one place.
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Need help?
If you have any questions, feel free to get in touch. We're here to help you get the most out of Craftybase!