Party type can be created based on requirement like Broker, Salesman, Transporter etc.
Working with Party Type in RealBooks
Creating of Party Type
STEP 1: Go to Masters ⇒ Accounts ⇒ Party Type ⇒ Create
STEP 2: Once you click on create, Party Type creation page will appear.
Fill the appropriate details in the fields provided:
Party Type : The name for the party type.
Under : Select the grouping for the same, i.e. whether it is a primary group or is a sub-group of any other party type.
Visible : Keep it on to use the party type.
STEP 3: Once the data is filled Click on save to create the party type.
Viewing of Party Type
STEP 1: Go to Masters ⇒ Accounts ⇒ Party Type ⇒ View
STEP 2: Once you click on view, Party Type list will appear.
Editing of Party Type
STEP 1: Go to Masters ⇒ Accounts ⇒ Party Type ⇒ Edit
STEP 2: Once you click on edit, Party Type List will appear.
STEP 3: To edit a party type click on the pencil icon, Once you click on the edit icon, Party Type Update screen will appear, wherein the changes can be made.
STEP 4: Click on save to update the details.
Deleting of Party Type
STEP 1: Go to Masters ⇒ Accounts ⇒ Party Type ⇒ Delete
STEP 2: Once you click on delete, Party Type List will appear.
STEP 3: You can delete any party type by clicking on the cross icon highlighted in the image shown above.
STEP 4: On clicking the same a warning message pop-up appears on screen, which once confirmed the party type will be deleted.
