- Open Parties and choose whether the record is a customer, supplier, or both.
- Enter the party name and phone number first.
- Add address, state, and GSTIN if you have them.
- Check spellings before save so you do not create the same party twice.
- Save the party and search once to make sure it is easy to find.
- Use the same saved party in future documents instead of typing the details again.
Tip: Use the business name people already know so staff can search it quickly.
Important: Do not create a second party with a slightly different spelling for the same customer or supplier.
One clean party record is better than many similar duplicate records.
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