Items & Master Data

Manage all master records used across Purchase, Sales, and Lorry Freight modules.

Add Purchase Item

Purchase Items List

#Item NameUnitActions
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Add Sales Item

Sales Items List

#Item NameUnitBag WeightActions
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Add Purchase Party (Supplier / Vendor)

Import Vendors from Zoho Books

Enter your Zoho Books Organization ID and a valid OAuth access token to import vendor contacts directly into the Purchase Parties list.

New vendors are added; existing vendors have their city and GST number filled in if currently blank.

Purchase Parties List

#Party NameCityGST NumberContactActions
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Add Sales Customer

Sales Customers List

#Customer NameCityGST NumberContactActions
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Add Broker

Brokers List

#Broker NameCityActions
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Add Location

Locations List

#Location NameCityActions
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Add Vehicle

RC scan is mandatory. Accepted document formats: PNG, JPG, JPEG, and PDF.

Vehicles List

#VehicleDriverContactPANPAN UploadRC ScanTDS FormOther DocNotesStatusActions
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