Contacts & CRM Mar 11, 2026

Customers, Suppliers & Contacts

Unified Contact System

Mohaseb uses a unified contact system where customers, suppliers, employees, and partners are managed in one place.

Why this matters: Your business relationships are your most valuable asset. Tracking customer purchase history helps you identify loyal customers and offer personalized service. Monitoring supplier balances prevents overdue payments that could harm your supply chain. Employee records with salary and commission tracking simplify payroll and motivation.
Screenshot: Contact list with type filter (customers, suppliers, employees)

Contact Types

TypeDescriptionLinked Account
CustomerBuyers of your products/servicesAccounts Receivable
SupplierVendors who supply goods to youAccounts Payable
EmployeeStaff with salary and commission trackingSalary Payable
PartnerBusiness partners with capital contributionsPartner Capital

Contact Details

Screenshot: Customer detail page with balance and statement

Each contact record includes:

  • Name (EN/AR), phone, email, address
  • Opening balance and current balance
  • Transaction history and statement of account
  • Credit limit (for customers)
  • Tax registration number

Customer Features

  • Credit Sales — Sell on account with balance tracking
  • Payment Collection — Record customer payments
  • Statement of Account — Full transaction history
  • Aging Report — Track overdue receivables

Supplier Features

  • Purchase on Credit — Buy on account
  • Supplier Payments — Record payments to suppliers
  • Supplier Statement — Full purchase history

Partners & Capital

Screenshot: Partner capital management screen

Track business partners, their capital contributions, profit-sharing percentages, and capital transactions (injections, withdrawals, distributions).

Practical Example: Customer "Al-Sham Markets" has bought 5M SYP worth of goods on credit over 3 months. You check their contact page: current balance = 2.3M SYP, credit limit = 3M SYP. The aging report shows 800K SYP is overdue by 60+ days. You call them, collect 1M SYP, and their balance drops to 1.3M. The payment is auto-recorded as a Receipt Voucher (Dr Cash, Cr Accounts Receivable).