Party Management
Party Management

Customers. Suppliers.
360° profiles. Compliant.

Master data for 11 party types — customers, suppliers, transporters, banks, agents, brokers — with multi-address, multi-contact, multi-bank, certifications with expiry alerts, credit terms, MSME registration, and bulk import.

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11

party types

5

status states

MSME

Udyam validation

Bulk

CSV import

How It Works

Party Onboarding Flow

Createmanual or CSV
ValidateGSTIN + PAN
Dedup Checkhard + soft
DocumentsPAN/GST/ISO
Approveworkflow
Activetransactable
Hierarchical Profiles
Hierarchical Profiles

Hierarchical Profiles

One party. Many facets.

11 party types with 5 status states, multiple addresses (Billing, Shipping, Registered, Branch, Warehouse, Factory), role-based contacts, bank accounts with NEFT/RTGS support, tax information, and group relationships.

  • 11 party types: customer, supplier, transporter, bank, etc.
  • 5 status states with workflow
  • Multiple addresses with role tagging
  • Role-based contacts (Primary, Billing, Tech, Quality, etc.)
  • Bank accounts with IBAN/SWIFT for exports
  • Multi-jurisdiction tax info
  • Parent/child group relationships
Credit & Risk
Credit & Risk

Credit & Risk

Limits. Exposure. Risk-rated.

Configurable credit limits with utilization tracking, payment terms with early-payment discounts, delivery preferences, territory auto-assignment, risk rating (Low to Critical), and blacklist management.

  • Credit limit with real-time utilization
  • Payment terms with early-payment discounts
  • Risk rating: Low, Medium, High, Critical
  • Territory auto-assignment by region
  • Blacklist with reason tracking
  • Delivery preferences and rules
Documents & Certifications
Documents & Certifications

Documents & Certifications

PAN. GSTIN. ISO. Expiry-alerted.

Secure document upload with versioning, certification tracking with expiry alerts (ISO 9001, food safety, etc.), role-based access control, and audit logging for sensitive data.

  • PAN, GSTIN, IEC, bank proofs upload
  • ISO 9001, FSSAI, OHSAS certifications
  • Expiry alerts before lapse
  • Role-based document access
  • Audit log per document view
  • Version control + download history
Bulk Operations
Bulk Operations

Bulk Operations

Import thousands. Deduplicate. Validate.

CSV template download, validation before import, duplicate detection (hard by GSTIN, soft by name), bulk party onboarding with error reporting, and party code auto-generation.

  • CSV template with field validation
  • Hard dedup by GSTIN
  • Soft dedup by name (configurable)
  • Bulk import with per-row error reporting
  • Party code auto-generation
  • Status bulk updates

Every Feature

Complete capability matrix.

Click any capability to drill in.

Preview — available on requestRoadmap — planned within 12 months
Drill in

11 Party Types

Single master for customers, suppliers, transporters, banks, agents, brokers, employees, government bodies, consultants, contractors, and other. One party can play multiple roles; the right context activates per transaction.

Drill in

Multi-address

Capture billing, shipping, registered, factory, warehouse, and branch addresses for any party with role-based selection. Sales picks shipping; finance picks billing — no more wrong addresses on invoices or dispatches.

Drill in

Multi-bank Accounts

Multiple bank accounts per party with NEFT/RTGS/IMPS routing details for domestic and IBAN/SWIFT for exports. Payment runs auto-pick the right account; bounce-handling tracks per-account history.

Drill in

Expiry Alerts

Track validity of ISO 9001, FSSAI, OHSAS, ESG, and any custom certification per party. Configurable alert windows (30/60/90 days before expiry); critical for supplier audits and customer KYC requirements.

Drill in

MSME / Udyam

Capture Udyam registration number, classify suppliers as micro/small/medium. Triggers 45-day payment window enforcement and Section 43B(h) compliance. Avoid tax disallowance through proactive payment scheduling.

Drill in

Risk Ratings

Rate parties Low / Medium / High / Critical based on credit history, payment behavior, compliance issues, or country risk. Risk rating gates transaction limits and triggers additional approval levels automatically.

Drill in

Bulk CSV Import

Import thousands of parties from CSV with hard dedup by GSTIN (blocks duplicates) and soft dedup by name (flags for review). Per-row validation; failed rows downloaded with error explanation for re-upload.

Drill in

Doc Access Control

Sensitive documents (PAN, GSTIN, bank proofs, contracts) gated by RBAC permissions. Every view and download audit-logged; documents marked confidential require additional approval to access.

Drill in

Blacklist Tracking

Blacklist a party with reason category (fraud, non-payment, quality issues, legal) and full audit trail. Blacklisted parties can't transact; bulk import checks against blacklist; reactivation requires senior approval.

Integrations

Works with everything else.

Every Party action flows into the other modules — no manual data re-entry, no reconciliation pain.

Party→Sales

Order create → party lookup

Pull credit + payment terms

Party→Procurement

Supplier select → MSME check

Apply 45-day payment rule

Party→Finance

Invoice → party tax info

Apply GSTIN + TDS section

Party→AI

Lead scoring → party stats

Use historical conversion data

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