Party Type

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.