Go to Party: In the left menu panel, Click on the Party.
Create Party: Click + button at bottom right side.
Add GSTIN: Upon entering the GSTIN, the party details are fetched from the GST server. You simply need to verify the information.
Create Party: Clicking ‘Create Party’ will create the party in the system.
You can add or remove the optional fields for the party by the settings.
This option is available in the 'Party' section under Settings. Simply enter the 'Name' of the optional fields and select their 'Type,' which can be Text, Number, Yes/No, Date, or Time.
‘Bill By Bill’ can be configured either from company level(under party’s settings) or from party level
Case1: When ‘Bill By Bill’ is enabled at both the levels, the system fetches the credit days from the party master during invoice creation.
Case2: When ‘Bill By Bill’ is enabled at company level but not at party level, the system fetches the credit days from the company level during invoice creation.
Case3: When ‘Bill By Bill’ is disabled from company level, it means that no party is providing ‘Bill By Bill’ under the company.
You can add up to five shipping addresses for a party. During invoice creation, the address marked as ‘Set as Default’ is automatically fetched.
mazu provides the option to bulk import your party’s data from Excel.
Go to Utilities: in the left menu panel, click on Utilities.
Choose Category: select ‘Party’ to bulk import the parties.
Download Sample: Download the sample file available, Two options are provided Excel or CSV. Enter the data to the file.
Choose File: Click on ‘Choose File’ and update the data. You will receive the notification once the file is uploaded and the parties are created.
