Clients and Suppliers Module

Comprehensive management of clients and suppliers in beauty salons and aesthetic centers

General Introduction

The Clients and Suppliers Module of Merbeli centralizes all commercial, administrative, and operational information related to the individuals and companies that interact with your beauty salon, barbershop, or spa.

It is designed for businesses that need order, traceability, and control in every relationship: bookings, services, sales, purchases, payments, debts, budgets, and communications.

Merbeli transforms the typical “contact on WhatsApp or in a notebook” into a complete digital profile, connected with billing, accounting, bookings, services, and reports.

👥 Unified Client Management

The Clients section allows you to register and manage all individuals or companies that purchase products or book services.

Each client has a unique record, where their general information, activity history, and business relationship are centralized.

From the main list, it is possible to:

• Create clients manually or import from CSV files.

• Search, filter, and group clients according to different criteria.

• Quickly access the complete profile of each client.

This is key for businesses with high turnover, recurring clients, memberships, packages, and personalized attention.

🧾 Complete Client Record

Each client in Merbeli has a detailed view that serves as their commercial and operational history.

The record includes:

• Contact information (name, email, phone numbers).

• Profile type (individual or company).

• Country, currency, and administrative data.

• Address and location (if applicable).

• Tax identification (when the client requests an invoice).

Additionally, the system displays automatic indicators:

• Total services performed.

• Total spent / total invoiced.

• Registered payments.

• Outstanding debt (if applicable).

• Number of bookings, cancellations, and attendances.

The entire relationship with that client is documented and traceable, improving service, loyalty, and control.

📅 Bookings, Services, and Operational Relationship

Merbeli allows linking each client with:

• Online bookings (pending, confirmed, completed, or canceled).

• Service history with dates, professional, and details.

• Preferences and observations (allergies, shades, styles, recommendations).

• Packages, memberships, or plans (if applicable).

This makes the module a key tool for customer experience and recurrence, not just for sales.

💰 Budgets, Invoicing, and Transactions

Each client can have associated:

• Sent budgets.

• Issued invoices.

• Detailed economic transactions.

• Payment and debt history.

The information integrates directly with the Invoicing and Accounting modules, avoiding duplications and errors.

You can know in seconds:

• Who owes money and how much.

• What services were invoiced.

• Which budgets are still pending.

• What the real value of each client is.

🏷️ Client Groups and Segmentation

Merbeli includes Client Groups to classify contacts according to commercial criteria.

Examples:

• Frequent clients.

• VIP clients.

• New clients.

• Corporate clients (hotels, companies, agreements).

This segmentation facilitates:

• Personalized promotions.

• Prioritization of scheduling and attention.

• Reports and sales strategies.

🏭 Professional Supplier Management

The Suppliers section allows you to manage the companies and individuals that supply materials, products, or services to the salon.

Typical examples:

• Professional cosmetics (dyes, bleaches, treatments).

• Retail products for resale.

• Disposable items and sanitization.

• Equipment and apparatus maintenance.

• Furniture and equipment suppliers.

• Services (laundry, marketing, cleaning, logistics).

Each supplier has its own digital record, facilitating purchases and administrative control.

📄 Supplier Record and Location

The supplier record includes:

• Commercial and tax data.

• Contact information.

• Supplier category.

• Geographical location (if a map is used).

• Commercial relationship history (purchases, payments, debts).

This allows:

• Quickly locating suppliers.

• Comparing expenses by supplier.

• Planning restocking of supplies and purchases.

🗂️ Categories and Custom Attributes

Merbeli allows defining:

• Supplier categories (cosmetics, disposables, equipment, technical services, etc.).

• Custom attributes, tailored to the reality of each business.

This provides total flexibility to model the supply chain of the salon.

🔗 Integration with Other Modules

The Clients and Suppliers Module integrates natively with:

• Online bookings.

• Services and scheduling.

• Store / retail sales.

• Invoicing.

• Accounting.

• Reports.

• Notes and tasks.

The result is a truly integrated management system, where each business relationship impacts the numbers and operation of the salon.

📊 Strategic Value of the Module

• Centralize information on clients and suppliers.

• Avoid data loss and manual errors.

• Improve service, loyalty, and customer experience.

• Have total traceability of sales, purchases, and payments.

• Make better financial and operational decisions.

Merbeli stops being just an agenda: it becomes a business management tool for modern salons.