Quick Start

Quick Start: Your First 5 Minutes#

Let’s unify a Customer and Supplier into a single Party Master and explore key UPH features.

Scenario#

You do business with “Acme Corp”. They buy your products (Customer) and also sell you raw materials (Supplier). In standard ERPNext, these are two separate documents. In UPH, we unify them.

Step 1: Create the Party Master#

1. Open the Party Workspace.
2. Click New Party Master (or go to Party Master list > Add Party Master).
3. Name: Enter “Acme Corp”.
4. Party Type: Select “Company” (or Individual).
5. Legal Entity Type: Select “LLC” (or appropriate type).
6. Save.

The system generates a unique Party Master ID (e.g., PM-ACME-001).

Step 2: Configure Accounts#

Set up multi-currency support:

1. In the Accounts section, click Add Row.
2. Select a Company.
3. Set Default Currency (e.g., USD).
4. Set the Account for Receivables.
5. Add another row for EUR with different accounts if needed.

UPH will automatically use the correct account based on transaction currency.

Step 3: Link Roles#

A. Create Customer Role#

1. On the Party Master dashboard, click Create > Customer.
2. The Customer form opens. Notice the Party Master field is auto-filled.
3. Save the Customer.

B. Create Supplier Role#

1. Go back to the Party Master.
2. Click Create > Supplier.
3. Save the Supplier.

Step 4: View Unified Dashboard#

Now that both roles are linked:

1. Go to the Party Master for “Acme Corp”.
2. The Dashboard cleanly lists both the Customer and Supplier links.
3. View Total Sales, Total Purchases, and Outstanding Balances at a glance.
4. Click Party Account Statement to see a consolidated ledger of all transactions.

Step 5: Check Data Quality#

Navigate to the Data Quality Dashboard:

1. Go to Party > Data Quality Dashboard.
2. Review the governance score and statistics.
3. Check for potential duplicates using the similarity slider.

Step 6: Create a Transaction#

Test the unified experience:

1. Create a Sales Invoice for “Acme Corp” (Customer role).
2. Notice the Party Master field is automatically set.
3. Create a Purchase Invoice for “Acme Corp” (Supplier role).
4. Both transactions link to the same Party Master.

**Congratulations!** You have successfully: - Created a unified Party Master - Configured multi-currency accounts - Linked multiple roles (Customer + Supplier) - Verified the consolidated dashboard - Tested transactional integration

Next Steps#

Now that you’ve mastered the basics, explore:

1. Data Quality Rules: Configure duplicate detection rules
2. Party Analytic Accounting: Set up branch/site-level reporting
3. Hierarchy: Create parent-child Party Master relationships
4. Reports: Explore Party Account Statement and Party Ledger reports