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.