Working with counterparties

In the "Counterparties" section, you can enter your counterparties - suppliers and buyers.

It is not necessary to have counterparties, but sometimes it is very useful. For example, if you have counterparties and make transactions with their accounting, you will be able to:

  • Get reports on each counterparty: their turnover, how much was bought and how much was sold.
  • Print documents with the details of the counterparty (certificates, bills of lading, invoices, etc.).

Counterparties are divided into 2 types:

  • Organizations (legal entities);
  • Clients (individuals);

The differences between them are:

  • a set of properties, e.g. Clients have the "Date of Birth" property, but organizations do not, and the "Legal Address" property is the other way around;

  • if you need to print primary documents, such as invoices, select organizations, because they have all the necessary fields.

  • you can work with clients in the 2can POS application;

  • in the list of clients there are fields "Average Check", "Total Spent", "Last Visit";

Creating a counterparty

  1. Depending on the type of counterparty you want to create, select the "Organizations" or "Clients" tab;

  2. Click "Add"- to open the counterparty card opens;

  3. Fill out the form;

    • For the organization it is necessary to specify "Trade name";

    • For clients it is necessary to specify "Name" and "Phone number";

    • If the counterparty has a loyalty card, you can specify the card number and % discount; when selling, scan the card and the discount will be automatically applied;

    • if you need to print a document with details, don't forget to fill in the counterparty's details;

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  4. Click Create.

Done! The counterparty has been created.

Editing a counterparty

  1. Depending on the type of counterparty you want to edit, select the "Organizations" or "Clients" tab;

  2. Select the counterparty from the list;

  3. Change the data;

  4. Click Finish. To changes are saved!

Pay attention! Transaction documents made before the data change will be printed with the old details attached.

Deleting a counterparty

  1. Depending on the type of counterparty you want to delete, select the "Organizations" or "Clients" tab;

  2. Select the counterparties you want to delete

Export/import of counterparties

  1. Depending on which type of counterparty you want to import/export, select the "Organizations" or "Clients" tab;

  2. To export, click "Export to Excel";

  3. To import counterparties, download the template and fill it out the form according to the "MANUAL" tab.
    Save the file and upload it back to 2can;

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  4. After uploading the file to the system, data validation commences in the background,

  5. After successful validation, the status of the file import changes to "Completed";

Done! You have successfully imported the counterparties.

Hint: You can not only create new counterparties, but also edit or delete existing ones.