Master Data · 6 STEPS

Create customers, suppliers and groups

Create clean party masters before invoicing or settling balances.

Goal: Searchable customer and supplier records with fewer duplicates.

Before you begin

FOLLOW THE WORKFLOW

Complete and verify each stage before continuing.

01
Choose the correct master
Open Customer or Supplier depending on the commercial relationship. Avoid using one party type simply because a similarly named screen exists.
02
Set group and display name
Select or create the appropriate group, enter an unambiguous business name and check for an existing record before saving.
03
Enter tax and location data
Record GSTIN, state, address and contact details where applicable. Verify the legal name against provided documents.
04
Check linked accounting behaviour
Review the customer or supplier ledger and default balances as configured by the accounts team.
05
Add optional delivery locations
Use supported warehouse, shipping or address records if the customer or supplier operates at more than one delivery point.
06
Test party selection
Create a draft sales or purchase transaction and confirm that the selected party resolves to the correct legal and contact details.