CERP module
Contacts
One directory for the whole company
CERP's Contacts module centralises customers, suppliers, contractors and collaborators in a single directory, with their tax, contact and address details, and reuses them in purchase orders, sales, invoices and sites.
What it does
- Customers, suppliers, contractors and collaborators in one directory
- Tax, contact and address details per contact
- Suppliers reused in every purchase order
- Customers linked to sales orders and invoices
- Switch between person and company without losing data
- Contact import from an Excel template
Frequently asked questions about Contacts
Can I change a contact from person to company?
Yes, without deleting or duplicating it: change the type from its page and the fields that no longer apply are archived, not lost.
Do purchase-order suppliers come from here?
Yes. A purchase order only lists contacts whose type has the Supplier category; if one is missing, create it in Contacts first.
Do contacts work across the whole company?
Yes. Purchasing, sales, invoicing and sites use the same directory: a supplier created once appears in every order.
Want to see it with your own projects?
Book a demo or start the free 10-day trial.