Parties & contacts
Parties & contacts
The single contact book for everyone your dealership deals with.
A party is any person or business you deal with. Rather than keeping separate lists, VehicleERP stores them all in one contact book and simply tags each one with a type so it shows up in the right place.
Types of party
| Type | Used for |
|---|---|
| Purchase From | Sellers you buy vehicles from |
| Sell To | Buyers you sell vehicles to |
| Vehicle Partner | Co-investors in a single vehicle |
| Business Partner | Investors in your whole dealership |
| Bank Accounts | Your bank accounts (for ledger money movements) |
| Company | Your company's own cash account |
| Credit & Debit | Other parties you owe or who owe you |
| Extra Income | Sources of miscellaneous income |
| Reference | People who refer customers to you |
| Inquiry | Leads / potential customers |
Add a party
- Go to Parties and tap Add.
- Choose the type.
- Enter the name, mobile, and optionally email, address, and a remark.
- Save.
TODO: screenshot — Add Party form
Good to know
- A mobile number is unique per type within your dealership, which helps avoid duplicate contacts.
- Your Company and Bank Accounts parties represent where your cash actually sits — every ledger entry flows through one of them.