How to Manage Clients in LoomMate?

Keeping accurate client records is essential for smooth business operations. LoomMate allows you to manage all your customers in one place — from adding new clients to tracking their orders and payments.

Video Walkthrough
(Watch the video below for a complete step-by-step tutorial. Prefer reading? Continue with the guide.)

Step-by-Step Guide to Managing Clients

Step 1: Open the Client Section

From the Dashboard, go to Sales → Clients.
Click on + Add New Client to create a new record.

Step 2: Enter Client Details

Fill in the following information:
- Client Name
- Contact Person
- Phone Number / Email
- Address
- GST Number (if applicable)
- Payment Terms / Credit Limit (optional)

Step 3: Save the Client Record

Click Save to add the client to your database.
The client will now appear in your Clients List.

Step 4: Edit or Delete Client

Use the Edit option to update client information.
Use Delete if a client is no longer active (ensure no pending orders exist).

Step 5: Track Client Orders

From the client record, you can quickly view all purchase and sell orders linked to them.
This helps in monitoring order history and pending payments.

Troubleshooting Tips

Cannot find a client? Make sure they are added in the client list.
Incorrect details? Edit the client record immediately to prevent errors in orders or invoices.
Client deletion blocked? Check if the client has active orders — you must clear them first.