{"id":225,"date":"2025-03-26T08:05:59","date_gmt":"2025-03-26T08:05:59","guid":{"rendered":"https:\/\/warego.co\/customer-support\/?p=225"},"modified":"2025-10-09T10:29:17","modified_gmt":"2025-10-09T10:29:17","slug":"add-parties","status":"publish","type":"post","link":"https:\/\/warego.co\/customer-support\/add-parties\/","title":{"rendered":"Add Parties"},"content":{"rendered":"<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_82_2 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/warego.co\/customer-support\/add-parties\/#1_Navigating_to_the_Master_Data_Entry\" >1. Navigating to the Master Data Entry<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/warego.co\/customer-support\/add-parties\/#2_Adding_a_New_Party\" >2. Adding a New Party<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/warego.co\/customer-support\/add-parties\/#3_Entering_Party_Details\" >3. Entering Party Details<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/warego.co\/customer-support\/add-parties\/#4_Saving_the_Entry\" >4. Saving the Entry<\/a><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"1_Navigating_to_the_Master_Data_Entry\"><\/span>1. Navigating to the Master Data Entry<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<ul>\n<li>Navigate to <strong>Main Sidebar Menu &gt; Master Data Entry &gt; Parties<\/strong>.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-349 size-full\" src=\"https:\/\/warego.co\/customer-support\/wp-content\/uploads\/2025\/03\/Navigating-to-the-Master-Data-Entry.png\" alt=\"Navigating to the Master Data Entry\" width=\"1908\" height=\"875\" srcset=\"https:\/\/warego.co\/customer-support\/wp-content\/uploads\/2025\/03\/Navigating-to-the-Master-Data-Entry.png 1908w, https:\/\/warego.co\/customer-support\/wp-content\/uploads\/2025\/03\/Navigating-to-the-Master-Data-Entry-300x138.png 300w, https:\/\/warego.co\/customer-support\/wp-content\/uploads\/2025\/03\/Navigating-to-the-Master-Data-Entry-1024x470.png 1024w, https:\/\/warego.co\/customer-support\/wp-content\/uploads\/2025\/03\/Navigating-to-the-Master-Data-Entry-768x352.png 768w, https:\/\/warego.co\/customer-support\/wp-content\/uploads\/2025\/03\/Navigating-to-the-Master-Data-Entry-1536x704.png 1536w\" sizes=\"auto, (max-width: 1908px) 100vw, 1908px\" \/><\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li>Click on <strong>Parties<\/strong> to proceed with adding customers and vendors.<\/li>\n<\/ul>\n<h2><span class=\"ez-toc-section\" id=\"2_Adding_a_New_Party\"><\/span>2. Adding a New Party<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<ul>\n<li>Click <strong>Add New<\/strong> to create a new entry for a customer or vendor.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-350 size-full\" src=\"https:\/\/warego.co\/customer-support\/wp-content\/uploads\/2025\/03\/Adding-a-New-Party.png\" alt=\"Adding a New Party\" width=\"1900\" height=\"653\" srcset=\"https:\/\/warego.co\/customer-support\/wp-content\/uploads\/2025\/03\/Adding-a-New-Party.png 1900w, https:\/\/warego.co\/customer-support\/wp-content\/uploads\/2025\/03\/Adding-a-New-Party-300x103.png 300w, https:\/\/warego.co\/customer-support\/wp-content\/uploads\/2025\/03\/Adding-a-New-Party-1024x352.png 1024w, https:\/\/warego.co\/customer-support\/wp-content\/uploads\/2025\/03\/Adding-a-New-Party-768x264.png 768w, https:\/\/warego.co\/customer-support\/wp-content\/uploads\/2025\/03\/Adding-a-New-Party-1536x528.png 1536w\" sizes=\"auto, (max-width: 1900px) 100vw, 1900px\" \/><\/p>\n<h2><span class=\"ez-toc-section\" id=\"3_Entering_Party_Details\"><\/span>3. Entering Party Details<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-351 size-full\" src=\"https:\/\/warego.co\/customer-support\/wp-content\/uploads\/2025\/03\/Entering-Party-Details.png\" alt=\"Entering Party Details\" width=\"1897\" height=\"901\" srcset=\"https:\/\/warego.co\/customer-support\/wp-content\/uploads\/2025\/03\/Entering-Party-Details.png 1897w, https:\/\/warego.co\/customer-support\/wp-content\/uploads\/2025\/03\/Entering-Party-Details-300x142.png 300w, https:\/\/warego.co\/customer-support\/wp-content\/uploads\/2025\/03\/Entering-Party-Details-1024x486.png 1024w, https:\/\/warego.co\/customer-support\/wp-content\/uploads\/2025\/03\/Entering-Party-Details-768x365.png 768w, https:\/\/warego.co\/customer-support\/wp-content\/uploads\/2025\/03\/Entering-Party-Details-1536x730.png 1536w\" sizes=\"auto, (max-width: 1897px) 100vw, 1897px\" \/><\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li>If a <strong>Party Code<\/strong> is available, enter it in the designated field.<\/li>\n<li>If a <strong>Party Code<\/strong> is not available, fill out the following details:<\/li>\n<li><strong>Full Name<\/strong>: Enter the full name of the customer or vendor.<\/li>\n<li><strong>Phone<\/strong>: Provide a valid contact number.<\/li>\n<li><strong>Email<\/strong>: Enter an active email address.<\/li>\n<li><strong>Type<\/strong>: Select whether the party is a <strong>Customer<\/strong> or <strong>Vendor<\/strong>.<\/li>\n<li><strong>Facility<\/strong>: Specify the facility associated with the party.<\/li>\n<li><strong>Address<\/strong>: Enter the complete address.<\/li>\n<li><strong>Country<\/strong>: Select the country from the dropdown.<\/li>\n<li><strong>City<\/strong>: Enter the city name.<\/li>\n<li><strong>User<\/strong>: Assign the responsible user.<\/li>\n<li><strong>Tax Registration Number<\/strong>: Provide the tax registration number if applicable.<\/li>\n<li>Mark the <strong>Status<\/strong> as <strong>Active<\/strong> if the party is currently operational.<\/li>\n<\/ul>\n<h2><span class=\"ez-toc-section\" id=\"4_Saving_the_Entry\"><\/span>4. Saving the Entry<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<ul>\n<li>Click <strong>Save &amp; Exit<\/strong> to finalize the addition of the party.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>1. Navigating to the Master Data Entry Navigate to Main Sidebar Menu &gt; Master Data Entry &gt; Parties. &nbsp; Click on Parties to proceed with adding customers and vendors. 2. Adding a New Party Click Add New to create a new entry for a customer or vendor. 3. Entering Party Details &nbsp; If a Party [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"content-type":"","inline_featured_image":false,"footnotes":""},"categories":[1],"tags":[],"class_list":["post-225","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"acf":[],"_links":{"self":[{"href":"https:\/\/warego.co\/customer-support\/wp-json\/wp\/v2\/posts\/225","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/warego.co\/customer-support\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/warego.co\/customer-support\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/warego.co\/customer-support\/wp-json\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/warego.co\/customer-support\/wp-json\/wp\/v2\/comments?post=225"}],"version-history":[{"count":7,"href":"https:\/\/warego.co\/customer-support\/wp-json\/wp\/v2\/posts\/225\/revisions"}],"predecessor-version":[{"id":352,"href":"https:\/\/warego.co\/customer-support\/wp-json\/wp\/v2\/posts\/225\/revisions\/352"}],"wp:attachment":[{"href":"https:\/\/warego.co\/customer-support\/wp-json\/wp\/v2\/media?parent=225"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/warego.co\/customer-support\/wp-json\/wp\/v2\/categories?post=225"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/warego.co\/customer-support\/wp-json\/wp\/v2\/tags?post=225"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}