Shared Contacts

A contact may have customer, supplier or both relationships. Use the customer/supplier management permissions for the relevant action.

1. 1
   Search Customers and Suppliers for the party before creating another record.
2. 2
   Create or update the shared contact, then assign the Customer, Supplier, or Both relationship that applies.
3. 3
   Review the contact details on both purchasing and sales records.
4. 4
   Open both the customer and supplier views for the same business.
5. 5
   Check that a new order or bill uses the intended relationship.

Shared details should stay consistent while transaction histories remain distinct.

Shared contact details reduce duplicate party records, but invoices and bills remain different subledgers. A change to shared name/contact fields can appear in both workflows.

WARNING: Do not merge unrelated legal entities simply because they share an email or trading name. Check existing invoices and bills before changing identity.