Create counterparty

To create a counterparty card:

1. In the Kladana workspace, select Counterparties → Customers & Suppliers.
2. Click +Counterparty.
3. Specify Counterparty Name and Country (fields are required).
4. Choose the counterparty type: Customer, Supplier, Both Customer and Supplier.
5. Specify additional information:
   • Specify the phone number and email for making calls and sending documents from Kladana.
   • Specify a contact person. Click +Contact person to add their information. You can add multiple contact persons.
   • Specify discounts (Discount card number) and prices to automatically apply them to sales transactions.
   • Fill in the Company and Tax details to automatically set them up in any transaction you create for this counterparty (Sales Order, Contract, etc.).
   • Provide the Shipping address. It will be automatically included in Sales Orders and Shipments. If the Shipping address is not specified, the Billing address will automatically be used in the transactions.
   • The counterparty can be added to one or multiple groups. Select the group names from the list or create a new one. To create a new group, type its name and press Enter.
   • You can attach a file to the counterparty card, such as an invoice or a contract. In the Attachments tab, click +File and upload a file from your computer.
6. Click Save.

There are more settings related to Counterparties you need to know:

• Edit Counterparties (bulk editing included)
• Manage statuses
• Print Counterparties
• Import Counterparties
• Export Counterparties
• Add custom fields