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Parties

Use parties to simplify your search for specific deals and get a better overview for your transactions. Fill in the party (supplier) before you create a template. Click on the "Parties" link under "Customize".

If you have had historical transactions with your supplier click on "Get dealparty". After finding your supplier click on the icon to the right. Make sure it is the right address. Under "Party ID" put the name of the supplier and under "Branch" put the hometown of the supplier. Click Save.

If it is a new supplier Click "Add" instead of "Get dealparty". Fill in the address and under "Party ID" put the name of the supplier and under "Branch" put the hometown of the supplier. Click Save.

You will now find this information if you for example enter "Letter of Credit" or a "Template" in the scroll down list under "Participants". You will also find it under "Deal History" where you can find the deals for your specific supplier.

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