Parties (customers and suppliers) | EazyJewel

A party is anyone you deal with: a customer, a supplier, a karigar and more. Save them once and pick them in any bill.

Menu: Customers → Parties → Customer / Supplier

Parties list

Create a party

Click Add to open Create Party. The page has five tabs: Basic Info, Addresses, Party Profile, KYC Documents and Family Details.

Create Party

Basic info

Field	What to enter	Example
Photo	Take one with Webcam or Camera, or pick from Gallery
Salutation	Mr, Mrs and so on	Mr
Party Name *	Full name	Murugan S
Print Name / Party Code	Name on bills and a short code
Party Type *	Customer, Supplier, Karigar, Agent, Employee or Other	Customer
Ledger Account *	The account	Customers
Mobile / WhatsApp / Alternative Number / Email	Contact details	98430 12345
Preferred Contact Mode	How to reach them	SMS
Credit Allowed	Turn on if they may buy on credit	Off
Default Ledger State * / State Code	Starts at Tamil Nadu / TN	Tamil Nadu

Addresses

Each address has a Type (for example Billing), Address Line 1 and 2, Pincode, City, Zone, State (Tamil Nadu by default) and Country (India). Click Add Address for more.

Party profile

Optional details: Party Category, Business Type, Customer Base, Influence Source, Vehicle Type, Religion, Profession, Gender, Marital Status, Date of Birth and Anniversary Date.

More tabs

KYC documents and family details

Add ID documents in KYC Documents, and family members in Family Details.

Click Save Party.

Fill Date of Birth and Anniversary Date. They help you wish customers and send offers on the right day.

Opening balance

Use this to enter money a party already owed you, or an advance they had paid, when you started using the app.

Menu: Customers → Parties → Opening Balance

Opening balance