Other Parties

Other Party in PrismERP brings together business contacts who do not fall under the regular customer or vendor categories. This includes indentors, freight forwarders, and advertising agents. Their individual records contain contact information, financial details, opening balances, credit limits, and related ledger transactions.

Indentor

The Indentor section in PrismERP covers the process of adding and maintaining indentor records. Users can enter personal and contact details, set opening balances and credit limits, and search the indentor list to find specific records. From an indentor's profile, they can view related vouchers, check ledger and balance details, access attachments, filter ledger entries, and update the opening balance when required.

Add New Indentor

Field	Action
Name	Enter the indentor’s full name.
Print As	Specify how the indentor name will appear in print documents.
Opening Balance	Enter the indentor’s opening balance.
National ID	Enter the indentor’s national ID number.
Code	Enter or review the indentor code (auto or manual).
Credit Limit	Enter the credit limit assigned to the indentor.
DOB	Enter the date of birth of the indentor.
Passport No.	Enter the indentor’s passport number (if applicable).
Website	Enter the indentor’s website URL (if any).
Email	Enter the indentor’s primary email address.
Phone	Enter the indentor’s phone number.
Alt. Phone	Enter an alternative phone number.
Fax	Enter the indentor’s fax number.
Alt. Email	Enter an alternative email address.
Description	Add any additional notes about the indentor.

After adding an indentor, users can search for the record by entering its full or partial name. By opening an indentor's record, they can view basic and extended information, check related vouchers, view ledger and balance details, and access attached documents.

Users can filter ledger records by selecting a date range, project, account, or category to find specific entries. They can also preview the ledger report and download it in different formats.

Indentor Opening Balance

Field	Description
Opening Balance	Update the indentor’s opening balance amount.
Balance Entry Date	Enter the date when the opening balance is recorded.

Freight Forwarder

The Freight Forwarder section in PrismERP is used to add and maintain freight forwarder records. Users can enter contact details, set opening balances and credit limits, and view related vouchers, ledger details, and attachments from the freight forwarder's profile.

Add New Freight Forwarder

Field	Description
Name	Enter the freight forwarder’s full name.
Print As	Specify how the name will appear in print documents.
Opening Balance	Enter the freight forwarder’s opening balance.
National ID	Enter the national ID number.
Code	Enter or review the freight forwarder code (auto or manual).
Credit Limit	Enter the assigned credit limit.
DOB	Enter the date of birth.
Passport No.	Enter the passport number (if applicable).
Website	Enter the website URL (if any).
Email	Enter the primary email address.
Phone	Enter the phone number.
Alt. Phone	Enter an alternative phone number.
Fax	Enter the fax number.
Alt. Email	Enter an alternative email address.
Description	Add any additional notes about the freight forwarder.

After adding a freight forwarder, users can search for the record by entering its full or partial name. By opening a freight forwarder's record, they can view and edit basic and extended information, check related vouchers, view ledger summaries and balance details, and upload or access attached documents.

Users can filter ledger records by selecting a date range, project, account, or category to find specific entries. They can also preview the ledger report and download it in different formats.

Freight Forwarder Opening Balance

Field	Description
Opening Balance	Update the freight forwarder’s opening balance.
Balance Entry Date	Enter or modify the date the opening balance applies.

Ad. Agent

The Ad. Agent feature in PrismERP is used to add and manage advertising agent records. Users can enter personal and contact details, set opening balances and credit limits, and view related vouchers, ledger information, and attachments from the agent's profile.

New Ad. Agent

Field	Description
Name	Enter the ad. agent’s full name.
Print As	Specify how the agent name will appear in print documents.
Opening Balance	Enter the agent’s opening balance.
National ID	Enter the agent’s national ID number.
Code	Enter or review the agent code (auto or manual).
Credit Limit	Enter the credit limit assigned to the agent.
DOB	Enter the date of birth.
Passport No.	Enter the agent’s passport number (if applicable).
Website	Enter the agent’s website URL (if any).
Email	Enter the agent’s primary email address.
Phone	Enter the agent’s phone number.
Alt. Phone	Enter an alternative phone number.
Fax	Enter the agent’s fax number.
Alt. Email	Enter an alternative email address.
Description	Add any additional notes about the agent.

After adding an ad. agent, users can search for the record by entering its full or partial name. By opening an agent's record, they can view and edit basic and extended information, check related vouchers, view ledger summaries and balance details, and upload or access attached documents.

Users can filter ledger records by selecting a date range, project, account, or category to find specific entries. They can also preview the ledger report and download it in different formats.

Ad agent opening balance

Field	Description
Opening Balance	Update the advertising agent’s opening balance.
Balance Entry Date	Enter or modify the date the opening balance applies.

Ad Agent Opening Balance

Field	Description
Opening Balance	Update the advertising agent’s opening balance.
Balance Entry Date	Enter or modify the date the opening balance applies.