Customers and suppliers (khata)
Every customer and supplier has a running khata: bills, payments and returns all show in it with the balance. “Lena hai” means they owe you; “dena hai” means you owe them.
Add a customer or supplier
On the computer (website)
- Open Customers (or Suppliers) and tap Add customer (or Add supplier).
- Only the name is needed. Add the phone and city if you can.
- If they have old udhar from before Zevox, type it in Old balance (optional) and choose They owe me or I owe them.
- Tap Save customer (or Save supplier).
On the phone app
- Open the Khata tab and tap + Customer (or + Supplier).
- Type the name and phone, and the old balance if any, with who owes whom.
- Save. (Adding needs the internet.)
Tips
- Someone who both buys from you and sells to you? Choose type Both (buys and sells) — one khata for both.
- You can also add a new customer straight from the sale screen.
Credit limit and payment days
Credit limit is the most udhar a customer may have (empty = no limit). Pay within (days) sets how long they may keep udhar — older udhar shows in Alerts as “udhar … days old”. A default limit for new customers is in Settings → Bills & rules → Udhar / credit, with the choice to only warn or to block bills over the limit.
Special rates for one customer
On the computer (website)
- Open the customer and go to the Special rates tab.
- Search the item, type the rate and save.
- Or, on a sale bill, change the rate and tick Save as this customer's rate.
On the phone app
- Open the customer → Special rates tab → Add a special rate — search item.
- Or on a sale, change the rate and tick Save as this customer's rate.
Tips
- A special rate is used before any price list. Give a whole group of customers the same rates with a price list instead (see Items, units and rates).
Correct a balance
For a correction only — e.g. a small difference written off — open the customer, tap Adjust balance…, choose They owe less or They owe more, type the amount and the reason, and tap Save adjustment. It shows in the khata and the audit log. For money received, use Receive instead.
Deactivate
Someone you don't deal with any more can be deactivated (Deactivate). They won't appear in search for new bills, but their khata stays.
Common problems
- I typed the old balance on the wrong side
- What to do: Use Adjust balance… to correct it, with a reason.
- I can't see suppliers on the phone
- What to do: Suppliers are protected by the shop PIN. Tap Unlock suppliers and enter your PIN.