3. Contacts

Contacts

Steps to Add a Contact:

1. Navigate to the Add Contact Section:

  • Go to your accounting or customer management system.
  • Look for the option to Add Contact.

 

Add Contact

 

2. Statutory Info:

  • GST Registration Type: Select the relevant GST registration type (e.g., Regular, Composition, etc.).
  • GSTIN No: Enter the GST Identification Number.
  • PAN No: Enter the Permanent Account Number (PAN) of the contact (if applicable).

3. Basic Info:

  • Contact Type: Choose the type of contact (e.g., Supplier, Customer, Vendor, etc.).
  • Company Name: Enter the name of the company if the contact is a business entity.
  • Mobile: Enter the contact mobile number.
  • Website Name: Enter the contact website, if applicable.
  • Email: Enter the contact email address.
  • Phone: Enter the contact phone number.
  • Fax: Enter the contact fax number (if applicable).
  • Currency: Select the currency used by this contact (e.g., INR, USD).
  • Contact Category: Choose a category, such as Retail, Wholesale, Individual, etc.

4. Bank Info:

  • Bank Name: Enter the name of the bank where the contact has an account.
  • Account Name: Enter the name associated with the bank account.
  • Account No: Enter the bank account number.
  • IFSC Code: Enter the IFSC (Indian Financial System Code) of the bank branch.

5. Billing Address:

  • Address: Enter the billing address.
  • Pincode: Enter the billing pincode.
  • City: Enter the city (e.g., Madurai).
  • Country: Enter the country.
  • State: Enter the state.

6. Shipping Address (Optional, if different from Billing Address):

  • If the shipping address is the same as the billing address, you can copy the billing address.
  • If not, enter the shipping address details as required:
    • Address: Enter the shipping address.
    • Pincode: Enter the shipping pincode.
    • City: Enter the city.
    • Country: Enter the country.
    • State: Enter the state.

7. Contact Persons (Key Personnel):

You can enter the details of key individuals associated with the contact.

  • S.No: Serial number for the list.
  • Name: Enter the name of the contact person.
  • Job Title: Enter the person job title (e.g., Manager, Director).
  • Department: Enter the department (e.g., Sales, Accounts).
  • Email: Enter the person email address.
  • Mobile No: Enter the person mobile number.
  • Action: You might have an option to add or edit contact persons.

8. Opening Balance:

  • Opening Balance: Enter the opening balance for this contact (the initial amount owed or receivable, depending on whether the contact is a customer or supplier).
  • Balance Type: Choose whether it is a Debit or Credit balance.
  • As On Date: Enter the date of the opening balance (e.g., 27/02/2025).

9. Other Info:

  • This Contact is Agent/Broker: If the contact is an agent or broker, check this option.
  • Agent/Broker Names: Specify the names of agents/brokers associated with the contact (e.g., Arunkumar A/c (Purchase), Rajkumar A/c (Purchase), Gowrisupramaniyan A/c (Sales), Surya A/c (Sales)).