> ## Documentation Index
> Fetch the complete documentation index at: https://docs.duitpos.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Parties

> One shared list for both your customers and your suppliers, with outstanding balance tracking.

A **Party** is anyone you buy from or sell to — customers and suppliers live in one shared list rather than two separate ones, because the same business can be both (e.g. a supplier who's also a walk-in customer). Two checkboxes — `Is Customer` and `Is Supplier` — control which document types a party can be used on: a Sales Invoice requires the party be a customer, a Purchase Order requires the party be a supplier.

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/duitpos-128fe424/images/retail-party.png" alt="Parties list showing customers and suppliers with role badges" />
</Frame>

## Party Fields

| Field                          | Required | Description                                                                                                               |
| ------------------------------ | -------- | ------------------------------------------------------------------------------------------------------------------------- |
| **Code**                       | Yes      | Unique internal identifier, e.g. `CUST-0001`                                                                              |
| **Name**                       | Yes      | Display name, e.g. `Acme Trading Sdn Bhd`                                                                                 |
| **Is Customer**                | No       | Enable to allow this party on Sales Invoices                                                                              |
| **Is Supplier**                | No       | Enable to allow this party on Purchase Orders/Invoices                                                                    |
| **Email / Phone**              | No       | Contact details                                                                                                           |
| **Tax ID / Registration No.**  | No       | For invoicing and compliance records                                                                                      |
| **Billing / Shipping Address** | No       | Set via the party's edit page                                                                                             |
| **Payment Terms (Days)**       | No       | Default due-date offset for invoices to/from this party, e.g. `30` for Net 30                                             |
| **Credit Limit**               | No       | Maximum outstanding balance allowed for this party (0 = no limit). Informational — not currently enforced as a hard block |
| **Opening Balance**            | No       | Starting balance owed by/to this party, for parties you're onboarding mid-relationship                                    |
| **Currency**                   | No       | Default currency for this party's documents, if different from your base currency                                         |

<Tip>
  A party can be **both** a customer and a supplier — turn both checkboxes on. Their outstanding receivable and payable balances are tracked independently.
</Tip>

## The Outstanding panel

Every party's edit page shows a read-only **Outstanding** panel — total amount this party owes you (receivable, if they're a customer) and total you owe them (payable, if they're a supplier). This updates automatically as invoices and payments are recorded; you never edit it directly.

## Create a Party

<Steps>
  <Step title="Go to Retail → Parties">
    Under Retail — Masters.
  </Step>

  <Step title="Click New Party">
    Enter a Code and Name.
  </Step>

  <Step title="Set the role">
    Turn on Is Customer, Is Supplier, or both.
  </Step>

  <Step title="Fill in the rest (optional)">
    Contact info, payment terms, credit limit — all optional, add later if needed.
  </Step>

  <Step title="Save">
    The party is now selectable on any matching document type.
  </Step>
</Steps>

## Frequently Asked Questions

<AccordionGroup>
  <Accordion title="A supplier isn't showing up when I try to create a Purchase Order — why?">
    Check that `Is Supplier` is enabled on that party. Only parties marked as a supplier appear in the Purchase Order/Invoice party picker.
  </Accordion>

  <Accordion title="How do I see all open invoices for a party before recording a payment?">
    The Payment form's allocation picker lists that party's submitted, unpaid invoices to allocate against — see [Payments](/retail/payments).
  </Accordion>

  <Accordion title="Can I bulk-import my customer/supplier list?">
    Yes — see [Importing Data](/retail/importing-data). Note the CSV import currently covers the core fields (code, name, role, contact info, terms) — addresses are entered via the party's edit page after import.
  </Accordion>
</AccordionGroup>

## Related

<CardGroup cols={2}>
  <Card title="Purchase Orders" icon="clipboard-list" href="/retail/purchase-orders">Buy from a supplier party</Card>
  <Card title="Sales Invoices" icon="file-output" href="/retail/sales-invoices">Sell to a customer party</Card>
  <Card title="Payments" icon="wallet" href="/retail/payments">Settle a party's outstanding balance</Card>
  <Card title="Overview" icon="layout-dashboard" href="/retail/overview">Back to the module overview</Card>
</CardGroup>