Customers, Suppliers & Staff

Every party the business deals with is an account ledger with a contact type: customer, supplier, staff, loan contact, karigar, doctor, contractor, labourer, member, patient. One table, one statement, one balance, whatever the trade calls them. Groups classify parties for rates and reports.

Where it is in the app

POS page: Master > Customers / Suppliers / Staffs, plus Doctors, Members, Karigars where the trade has them; Master > More > Customer / Supplier / Staff Groups. Dedicated shells put them under Directory with the trade's names (Subscribers, Members, Patients, Pass Holders, Shops, Technicians & Staff).

A party's life

flowchart TD
    A[Add contact
name · phone · address · GSTIN · group] --> B[Terms: due days · credit limit
rate tier · default discount · points]
    B --> C[Opening balance as of date]
    C --> L[(Party record and its addresses)]
    L --> V[Vouchers: sale · purchase · payment · loan]
    V --> P[(Account postings)]
    P --> BAL[(Their running balance)]
    BAL --> S[Statement · Receivables / Payables · Ageing]
    S --> W[WhatsApp reminder · Payment In]
    L --> PR[Profile row for gym / cable
member no · collector · walk order]

The balance is the sum of postings; the statement is the postings in order.

Fields

Field	Used for
name · nativeName · phone · email	Search, bill header, WhatsApp.
address · city · district · pincode · state	Invoice, place of supply, e-Way Bill; extra ship-to addresses on the Addresses table.
taxNumber · panNumber · gstRegistrationType	B2B invoice, TDS.
groupId	Customer / supplier / staff group for price rules and reports.
dueDays · creditLimit	Credit control warnings and Due Bills.
rateType · defaultDisc · defaultLess	Which sale rate tier and discount the counter starts with.
noDiscountPoint · noStaffPoint · hasCommission · commission	Loyalty points; staff commission rate.
openingBal · asOfDate · openingBalType	Balance carried in from before the app.
routeId · streetId · territoryId · partyTier	Distributor routes, cable areas, field-sales channel tier.
bankAccountNo · IFSC · salary · specialization	Staff pay; doctor specialisation.

Statements and balances

Open a party to see the statement: every voucher and payment with a running balance, filterable by date, printable and shareable. Receivable Parties, Payable Parties and the two Ageing reports show who owes what and for how long. Multi Payment In / Out settles many parties in one screen.

The credit decision

flowchart TD
    A[Customer asks to buy on account] --> B[Set due days and a credit limit]
    B --> C[They buy]
    C --> D[Balance rises]
    D --> E{Past the limit or overdue?}
    E -->|no| C
    E -->|yes| F[Counter warns at the next bill]
    F --> G{Owner’s call}
    G -->|allow| H[Raise the limit deliberately]
    G -->|hold| I[Cash only until they clear]
    H --> C
    I --> J[Statement · reminder · collection]
    J --> C

The limit is not a block — it is a prompt for a decision that would otherwise be made by whoever is at the counter.

Settings & permissions

Settings > Contact - mandatory fields, default due days, groups on/off, points. Permissions: add / edit / delete contact; new contact for reps and collectors.

Reports

Customer Statement, Supplier Statement, Receivable Parties, Payable Parties, Receivables Ageing, Payables Ageing, Customerwise Sales, Supplierwise Purchase Value, Non-Transacting Customers / Suppliers, Customer Points, Commission.