Keep every customer and supplier’s details, history and balances in one place instead of scattered notebooks and phone contacts. Already built and configured around how you deal with parties.
Many businesses hold customer and supplier information in phone contacts, diaries and separate ledgers. When someone asks for a balance or a past order, finding the answer takes time and depends on who is available.
This system gives each party a single record: contact details, notes, transaction history and outstanding balances. It works alongside sales, purchase and billing systems so the party list stays the same wherever you look.
It focuses on the people and companies you trade with. For the actual sales and purchase entries, see the Sales & Purchase Management System. For formal invoices, see the Billing & Invoicing Management System.
Choose the software.
Discuss your requirements: number of parties, credit practices, fields you need.
Configure the system: party types, fields and user roles.
Add business information: existing customer and supplier lists.
Deploy for your team.
Guidance and training on daily use.
Support and maintenance after launch.
Every business works differently. Code Vise can configure the system to your party fields, categories and reporting needs. Additional features or changes are discussed where needed, with scope agreed up front.
Yes. The system handles both party types with their contact details, history and balances.
Yes. Outstanding balances are shown per party when linked with sales and purchase transactions.
Yes. Contact details, notes and history can be kept against each party.
Yes. User roles control who can view or edit party records.
Yes. Configuration, deployment, training and support are part of the process.
Talk to Code Vise about your parties and workflow, and request a demonstration.