How Categories Appears in \”Create Product\” and \”Create Party\” Modules?

1. Log in to your Billplus account on your mobile device.
2. Navigate to the Catalog or Parties Section:
   • From the dashboard, locate the three-dot menu icon at the bottom right corner of the screen.
   • Tap this menu icon.
   • A pop-up menu will appear from the bottom. From this menu, tap on the \”Catalog\” or \”Parties\” navigation option.
   • You will now see Products or Parties feature: \”Products\” or \”Parties\”.

1. Description: This feature allows you to associate a newly created product with an existing category, enabling better organization and filtering of your product inventory.
2. Location: The category selection appears under the \”General Details\” section, usually below the \”Product Name\” field. It is presented as a dropdown menu.

Step-by-step Usage:

1. Navigate to \”Create New Item\”: From your application\’s menu, proceed to the \”Create New Item\” or \”Create Product\” section.
2. Fill General Details:
   • Enter the \”Product Name\” in the designated field.
   • Below the \”Product Name\” field, you will see a dropdown menu. In the example, it shows \”Candies,\” indicating a previously created category.
3. Select Category:
   • Tap on this dropdown menu (where \”Candies\” is displayed).
   • A list of your previously created product categories (e.g., \”Candies,\” \”Chocolates,\” \”Snacks,\” etc.) will appear.
   • Select the appropriate category for the new product you are creating by tapping on its name in the list.
4. Define Item Type (Goods/Service): Next to the category dropdown, choose whether the item is a \”Goods\” or a \”Service\” by tapping the respective button.
5. Complete Other Details: Continue filling out other required details like \”Stock Details\” and \”Price Details\” as per your product\’s information.
6. Save the Item: Tap the \”Save\” button at the bottom of the screen to create the new product with the selected category.

1. Description: This feature allows you to associate a newly created party with an existing category, enabling better segmentation and management of your parties.
2. Location: The category selection appears under the \”General Details\” section, typically near the \”Email\” field. It is presented as a dropdown menu..

Step-by-step Usage:

1. Access the \”Create Party\” Screen
   • Navigate to the \”Create Party\” section of your application. This screen allows you to add new customer or supplier entities.
2. Select Party Type (Customer or Supplier)
   • In the \”General Details\” section, locate the two buttons: \”Customer\” and \”Supplier.\”
   • Tap on \”Customer\” if you are adding a new customer to your records. This is typically for entities you sell to.
   • Tap on \”Supplier\” if you are adding a new supplier to your records. This is for entities from whom you purchase goods or services.
3. Select Category:
   Tap on this dropdown menu (where \”Wholesale\” is displayed).
   A list of your previously created product categories (e.g., \”Wholesale,\” \”Retail,\” etc.) will appear.
4. Complete the remaining required fields in the \”Create Party\” form:
   • Party Name*: Enter the name of the customer or supplier.
   • Contact Number*: Provide the primary contact number.
   • Email: (Optional) Enter the email address.
   • Business Details: Fill in GSTIN, PAN No, Opening Balance, and select \”To Collect\” or \”To Pay\” for the balance.
   • Place of Supply: Select the state (e.g., \”Tamil Nadu\”).
   • Custom Attribute: (Optional) Add custom information like \”Dob\” (Date of Birth) by selecting the date.
   • Address: Tap \”+ Add Address\” to input the party\’s address.
5. Save the Party
   • After filling in all the necessary information and categorizing the party, tap the \”Save\” button at the bottom of the screen to create the new party entry.
   • If you wish to abandon the creation process, tap \”Discard.\”