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Party (Customer/Supplier)

In Xserp, you can add customers or vendors that you deal with in your business.

For creating sales transactions like Invoices or Purchase orders, you will have to add customers / suppliers to your Xserp account. 

There are two ways of adding customers/Supplier in Xserp.

Type 1 :

Create from party creation page.

To create a new party:

  • Go to Profile >> Party.
  • Click the + Create button in the top right corner of the page.
  • Select the Party Type by clicking the checkbox as Customer or Supplier or both.
  • Enter the details of your Customer.
  • After entering all the details, click Save.
Field Description
Code  You can provide with a unique ID for your Customer/Supplier
Supplier name Enter the name of your Supplier
Credit period Enter the credit days provided
Address  Enter the Party’s company address
City  Enter the City of the party’s company
State Enter the State of the party’s company
Contact person Enter the Name of the person in the company you are associated with
Phone number Enter the Phone number of the person or the company
GST Enter the GST No of the party’s company
PAN  Enter the PAN No of the party’s company
Currency Select the currency which the customer deals in. This currency will be used in all the customers transactions.

Note : Fields with (*) marks are mandatory.

Import parties

To import customers/vendors from other systems:

  • Go to Profile >> Party. 
  • Click the Upload icon on the top right corner of the page.
  • Download the Sample file from the screen. 
  • Prepare the CSV file accordingly. 
  • Choose the file from your computer.
  • Click Upload. 

All your parties will be uploaded to your XXserp account.

You can view the list in the party page. 


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