Customers, suppliers and products

Discover how to create new profiles for your customers, suppliers and products.
Customers and debtors

Customers and debtors

Create your list of clients and debtors and effectively follow up on each of them. Access to view the history of each client and assign the staff of your company in charge of each of them.

Customer: necessary data

Customer: necessary data

The data necessary for the creation of a client's profile are: name, VAT zone and customer group, which is essential to associate each individual client to an account of the accounting plan and to the VAT area.

Suppliers and creditors

Suppliers and creditors

Create your list of suppliers and creditors and effectively monitor each of them. Access to view the history of each supplier and assign the staff of your company in charge of each of them.

Suppliers: necessary data

Suppliers: necessary data

The data necessary for the creation of the profile of a supplier or creditor are: name, VAT zone and supplier group, which is essential to associate each individual supplier to an account of the accounting plan and to the VAT area.

Import of customers and suppliers

Import of customers and suppliers

Register each of your contacts manually, or import your list of clients and suppliers through an Excel file quickly.

List of products and / or services

List of products and / or services

Manage the list of products and / or services used in the creation of invoices, orders and quotations in your company. If you wish, categorize them by product groups with particular characteristics.

Products: necessary data

Products: necessary data

The data necessary to create a product are: code (which uniquely identifies the product), product group (to assign the sales accounting account and VAT to be applied), the sale price and, if you wish , the cost price.

Updating of prices in products / services

Updating of prices in products / services

Update the prices of your list of products and / or services at any time by importing an Excel file with the new data to use.

Customer discounts

Customer discounts

When a customer is created it is possible to configure a discount for that customer, and thus apply it automatically to their invoices, or even apply different discounts for groups of customers.

Statement of accounts

Statement of accounts

View or print the status of your clients or suppliers accounts to control open or pending accounting balances at any time.

icon_quote
Thanks to the import from Excel
I have been able to upload all the data for my clients and suppliers, which I had already created, in a few minutes in Reviso. Really simple.

Client