How to add a new party?
Adding Parties to Firmway
Step 1 - Navigate to Manage Party
Click on Manage Party > ADD PARTY.
Step 2 - Enter Party Details
Select Party Type (e.g., Customer).
Enter Party Code (e.g., 1001).
Enter Party Name (e.g., ABC Pvt Ltd).
Enter Contact Person Name.
Enter Contact Person Email.
Select Status as Active.
Click on Add Party.
Step 3 - Additional Information
- Enter the necessary information in:
Reconciliation Settings
Contact Person
Internal Team
Other Details
ERP Code
Note: Other fields in Party Master are non-mandatory.
Step 4 - Confirmation
On submitting, a success message will be displayed.
The user will be redirected to the Party Master screen.
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