Parties
Parties
Customers, vendors, employees, and owners — who each party type is and where to go in help.
What is this page?
Parties are people and businesses you deal with in the app:
- Customers — borrow gold loans
- Vendors — you buy from or pay (suppliers, etc.)
- Employees — staff you may pay salary to
- Owners and shareholders — business owners’ capital and drawings
Sidebar: Parties (expand to see sub-menus).
Which guide do I need?
| If you… | Open |
|---|---|
| Give gold loans | Customers |
| Pay a supplier | Vendors |
| Pay salary / staff ledger | Employees |
| Owner capital / profit share | Owners & shareholders |
Common screen pattern
Most party lists have:
- Manage Columns (or Manage columns)
- Filter
- Red or primary New … button (if you have permission)
- eye icon or row click for details
Tips
| Tip | Why |
|---|---|
| Customers before pledges | Every loan needs a customer record |
| Do not duplicate mobile | Search before New Customer |
| Vendors for expenses/payments | Links cleaner books |