Hello. A contact in Nibero is not just a name and a number. It is any person or shop you work with: customer, colleague, supplier, or staff. Sales invoices, CRM, and the ledger are all built from this list.
This is Manage contacts. Each card is one person, with name, mobile, and role. Search at the top by name, number, or email. Filters separate people who already have a ledger account or still have no role.
For a new person tap Add contact. The modal opens. Name is required and needs at least two characters. Add a phone number too so you can find them later on invoices and SMS.
You can set a role right here: regular customer, colleague, or family. A role is who this person is in your shop; price and access come from that role. Email and address below are optional.
Link to user account is for when this person already has a Nibero account. If you connect them, this shop’s orders and invoices follow that login. If they have a staff role, they enter the panel with the same account.
Tap Select user account. From the list choose Ali Mohammadi. The card turns green, meaning this contact is linked to his Nibero account. If they have no account, leave it empty; a contact still works without a login.
A ledger account is this person’s debit and credit notebook. Without it a sales invoice has no party, and you cannot control credit sales. Turn on Create a financial account for this contact.
A parent account is required; usually Accounts receivable. Set type to Individual unless it is a company. Credit limit is how much they may buy on credit, for example five million. Sales on credit should not go past that ceiling.
Close the add modal. If you have many customers, tap Add from list. From device works only in Chrome on Android and Edge. File upload accepts VCF, CSV, and Excel.
In Excel the name and mobile number columns are required; role must match a shop role title exactly. Choose the sample file. A preview appears; then you can add them all at once. Duplicates are reported separately.
You can also grant a role from the card itself. On Negin Rezaei tap Edit roles and choose Regular customer. Without a role this person is missing from price templates and SMS campaigns.
Ali Mohammadi’s card already has a Nibero account; the green box means it is linked. Open Edit. You see this contact’s financial account: account code and credit limit. That is the credit notebook.
The same people appear in CRM. Here you change funnel status: lead, contacted, customer. Campaign SMS goes to this list, so an incomplete contact means the message reaches nobody.
On a sales invoice you pick the same contact as the customer. Tap Ali Mohammadi. Until a contact is chosen the invoice has no party and the sale is not recorded.
In account management, Ali Mohammadi is an individual account. Invoices debit this account and the credit limit stops uncontrolled credit sales. So a contact is your shop’s party: you create them, give a role, link Nibero, and set a credit ledger.