Every customer and vendor is a Party in SaathiX ERP. Parties have a running ledger, a communication history and a segment; you never re-enter the same phone number in two places. This guide covers creating parties, segmentation, loyalty and outbound campaigns.
01Creating and merging parties
Under Dashboard → Parties, click New. The minimum field is name; phone or GSTIN unlocks automatic ledger and GST validation. If you accidentally create two records for the same person, use Merge to combine ledgers, invoices and messages into one.
02Segments and tags
Every party can have tags (VIP, Wholesaler, Doctor, Ex-employee) and belong to segments that update automatically (Bought this month, Not visited 60 days, Balance > 10k, Birthday this week). Tags and segments drive offers and reminders.
03Loyalty points
Under Dashboard → Offers → Loyalty, set an earn rule (e.g. 1 point per Rs. 100) and a redeem rule (e.g. 100 points = Rs. 10 off). Points are awarded automatically at billing and shown on the invoice; balance is visible on the customer's card in Parties.
04Party ledger and outstanding
Every party's running balance appears on their card. Party Ledger under Dashboard → Party Ledger shows every invoice, receipt, credit note and adjustment with a running balance — the same statement you would print for the customer to reconcile.
05WhatsApp and email communication
From any party card you can send an invoice, a payment reminder, a birthday greeting or a manual message on WhatsApp using an approved template. All messages are logged so any staff member sees the full history the next time they interact with the customer.