Master Data Modals

Opens from enquiry, quotation, booking, and sale screens when adding a customer without leaving the current form.

Purpose: Create or update customer profile details.
Key fields: Short Code, Name Title, Business Name, Customer Name, Owner or Contact Person, Mobile No, Email, Business Area, Address, Billing Address, Shipping Address, Geo Location, Establishment Date, GST No, Aadhar No, PAN No, Driving Licence No, Business Turnover, Business Category, birth date, anniversary date, receipt terms, more details, and opening balance.
Actions: Reset clears the form. Submit saves the customer.

Opens from purchase screens when a new vendor must be added during purchase entry.

Purpose: Create or update vendor profile details.
Key fields: Short Code, Business Name, Vendor Name, Mobile No, Email, Business Area, Address, Billing Address, Shipping Address, Geo Location, Establishment Date, GST No, Aadhar No, PAN No, Driving Licence No, Business Turnover, Business Category, Owner Full Name, Owner Mobile No, Owner Email, birth date, anniversary date, payment terms, more details, and opening balance.
Actions: Reset clears the form. Submit saves the vendor.

Opens from purchase and product-related screens when a product must be added quickly.

Purpose: Create product master data.
Key fields: Product Code/EDP, Product Name, Product Description, Product Category, Inventory Type, Price without GST, HSN/SAC Code, GST percentage, Price with GST, MRP, Opening Stock, and Barcode.
Actions: Reset clears the form. Submit saves the product.

Opens from the Package module when creating or updating service packages used in enquiries, bookings, and related workflow screens.

Purpose: Create package master data for photography services, shoot planning, deliverables, repeat bookings, and crew requirements.
Key fields: Package Name, Package Description, Location Type, Studio, Location, Shoot in Hr, Photo, No. Of Photos, Photos Description, Photo Book, Photo Book Pages, Photo Book Description, Video, Video Time in Minutes, Video Description, More Offering, Repeat Task, Repeat In Days, Repeat Week Days, Total No. of Booking, Crew Assign, Traditional Photographer No., Candid Photographer No., Videographer No., Cinematic Videographer No., Drone No., Manager Assistant No., Extra Crew No., Terms and Conditions, and Status.
Actions: Submit saves the package. Edit from the package list when package details, deliverables, repeat booking setup, crew assignment, or status must be changed.

Customer Modal