---
title: Managing Customers and Vendors
description: "Managing your Customers and Vendors (or suppliers) can be done in a number of ways. The first is to import them via the import feature discussed in this [guide](https://resources.oojeema.com/docs/importing-data-to-oojeema/). The second way to is to manually enter your customers via…"
url: "https://resources.oojeema.com/docs/managing-customers-vendors/"
updated: "2022-10-22"
category: Getting Started
---

# Managing Customers and Vendors

Managing your Customers and Vendors (or suppliers) can be done in a number of ways. The first is to import them via the import feature discussed in this [guide](https://resources.oojeema.com/docs/importing-data-to-oojeema/).

The second way to is to manually enter your customers via Settings where you can enter them one by one.

The third option allows you to add them on-the fly. While doing your transactions.

We will go through the second and third option in this guide.

## Customer

Follow the steps below to manually add the record for your customer.

1. Go to **Settings** and click on **Customer.**
2. Fill in the form with the customer information. The required fields are marked with a red asterisk (*)

         [![Customer Form](https://resources.oojeema.com/wp-content/uploads/2022/08/Screen-Shot-2022-08-19-at-4.03.34-PM.png)](https://resources.oojeema.com/wp-content/uploads/2022/08/Screen-Shot-2022-08-19-at-4.03.34-PM.png)

Under **Business Type**, the additional information regarding the name of the taxpayer will be used in the tax forms.

         [![Customer Business Type](https://resources.oojeema.com/wp-content/uploads/2022/08/Screen-Shot-2022-08-19-at-4.04.56-PM-1024x365.png)](https://resources.oojeema.com/wp-content/uploads/2022/08/Screen-Shot-2022-08-19-at-4.04.56-PM.png)

To add customers on-the-fly, you can add customers while *[creating a sales invoice](https://resources.oojeema.com/docs/creating-a-sales-invoice/)* or while [*creating a billing invoice*](https://resources.oojeema.com/docs/create-billing-invoice/).

Simply click on the plus (+) icon beside the customer field to add a new customer.

     [![Customer on the fly](https://resources.oojeema.com/wp-content/uploads/2022/08/Screen-Shot-2022-08-19-at-4.17.22-PM-1024x565.png)](https://resources.oojeema.com/wp-content/uploads/2022/08/Screen-Shot-2022-08-19-at-4.17.22-PM.png)

## Exporting Your Customers

1. Go to **Settings** and click on **Customer**
2. From the **Customer** list screen, you may filter your list by clicking on the **All**, **Active** or **Inactive** tab
3. You may export the list based on what is filtered on the screen
4. Click on the **Export icon** to export what is filtered on-screen
5. Click on **Yes** to confirm the export.

## Vendors

Follow the steps below to manually add the record for your vendor.

1. Go to **Settings** and click on **Vendor.**
2. Fill in the form with the vendor information. The required fields are marked with a red asterisk (*)

         [![](https://resources.oojeema.com/wp-content/uploads/2022/08/Screen-Shot-2022-08-19-at-4.22.22-PM-1024x631.png)](https://resources.oojeema.com/wp-content/uploads/2022/08/Screen-Shot-2022-08-19-at-4.22.22-PM.png)

Under **Business Type**, the additional information regarding the name of the taxpayer will be used in the tax forms.

The difference here is that the **taxpayer name** under the Individual business type are **required fields**

         [![Vendor Business Type](https://resources.oojeema.com/wp-content/uploads/2022/08/Screen-Shot-2022-08-19-at-4.23.04-PM.png)](https://resources.oojeema.com/wp-content/uploads/2022/08/Screen-Shot-2022-08-19-at-4.23.04-PM.png)

To add vendors on-the-fly, you can add vendors while [*recording purchases*](https://resources.oojeema.com/docs/recording-purchases/) or  while [*recording expenses*](https://resources.oojeema.com/docs/recording-expenses/)

Simply click on the plus (+) icon beside the vendor field to add a new vendor.

             [![Vendor on the fly](https://resources.oojeema.com/wp-content/uploads/2022/08/Screen-Shot-2022-08-19-at-4.28.24-PM-1024x566.png)](https://resources.oojeema.com/wp-content/uploads/2022/08/Screen-Shot-2022-08-19-at-4.28.24-PM.png)

## Exporting Your Vendors

1. Go to **Settings** and click on **Vendor**
2. From the **Vendor** list screen, you may filter your list by clicking on the **All**, **Active** or **Inactive** tab
3. You may export the list based on what is filtered on the screen
4. Click on the **Export icon** to export what is filtered on-screen
5. Click on **Yes** to confirm the export.

## Customer and Vendor Status

From the listing screen of both Customers and Vendors, you may notice a **green** check mark beside the name. This means that it has already been used in a transaction.

If you wish to remove a customer or a vendor from being used in a transaction. You may deactivate it from the listing screen.

To deactivate, click on the drop down button and click **“Deactivate”.**

To Activate, click on the drop down button and click**“Activate”.**

** **

             [![Deactivate Customer Vendor](https://resources.oojeema.com/wp-content/uploads/2022/08/Screen-Shot-2022-08-19-at-4.52.56-PM.png)](https://resources.oojeema.com/wp-content/uploads/2022/08/Screen-Shot-2022-08-19-at-4.52.56-PM.png)