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Overview of Suppliers, Customers, and Employees

Zudello's Relationships module provides a central place to manage key entities your business interacts with. Understanding the distinction between the main types is important:

1. Suppliers:

  • Who: Vendors, companies, or individuals you purchase goods or services from.
  • Where Used: Primarily in the Purchasing module (linked to Requisitions, POs, Invoices, Credits, Statements) and sometimes Expenses.
  • Purpose: Essential for linking incoming invoices, applying default coding/settings, enabling PO matching, and integrating with your ERP's Accounts Payable ledger.
  • Key Data: Name, Tax Number (ABN), Bank Details, Default Purchase Accounts, Payment Terms.
  • See: Managing Supplier Records

2. Customers:

  • Who: Clients, companies, or individuals you sell goods or services to.
  • Where Used: Primarily in the Sales module (linked to Sales Orders, Sales Invoices, Sales Returns, Remittance Advice).
  • Purpose: Essential for linking sales documents, applying customer-specific defaults (future), tracking payments, and integrating with your ERP's Accounts Receivable ledger.
  • Key Data: Name, Default Sales Accounts, Payment Terms, Addresses.
  • See: Managing Customer Records

3. Employees:

  • Who: Individuals employed by your organisation who submit expenses or may be involved in workflows.
  • Where Used: Primarily in the Expenses module (linked to Expenses, Mileage, Claims). Also used for user defaults and potentially approval routing (manager hierarchy).
  • Purpose: Links expenses to the correct claimant, stores bank details for reimbursement, applies default coding. Often linked to a Zudello User account.
  • Key Data: Name, Employee ID, Personal Bank Details, Default Expense Coding, Linked User Account, Manager.
  • See: Managing Employee Records

Data Management:

  • For organisations with an integrated ERP, Supplier and Customer data is often mastered in the ERP and synced to Zudello. Employee data might come from an HRIS or be managed manually.
  • Maintaining accurate relationship records is crucial for successful automation (linking, defaults) and integration.

While managed together, Zudello uses the specific type (Supplier, Customer, Employee) to ensure correct linking and behaviour within different modules.