{"id":870,"date":"2015-03-02T12:43:23","date_gmt":"2015-03-02T12:43:23","guid":{"rendered":"http:\/\/blog.chipincorp.com\/?p=870"},"modified":"2016-03-09T07:49:51","modified_gmt":"2016-03-09T07:49:51","slug":"how-to-add-a-party","status":"publish","type":"post","link":"https:\/\/www.quick-cheque.com\/blog\/how-to-add-a-party\/","title":{"rendered":"How To Add A Party In Quick Cheque"},"content":{"rendered":"<hr \/>\n<p style=\"text-align: justify;\">You can add a party in Quick Cheque in a simple way. Party is the one who will be receiving\u00a0the Cheque. For instance you want to issue a cheque for Mr.Xxx for certain amount, Here Mr. Xxx is the Party. Kindly take care when you enter the name of the party, as this name will be printed on the cheque in future. You can follow the below mentioned steps to Add Party\u00a0in Quick Cheque.<\/p>\n<h3 style=\"text-align: justify;\"><strong><span style=\"color: #4b088a;\">Lite Edition<\/span><\/strong><\/h3>\n<p style=\"text-align: justify;\">This functionality is applicable to only Premium &amp; Enterprise Editions. In Lite, you don&#8217;t have an option to manage parties. You can add party on the fly while creating cheque. The party is automatically added in the party list. You can contact our sales team\u00a0on <a href=\"mailto:support@quick-cheque.com\" target=\"_blank\">support@quick-cheque.com<\/a>\u00a0in case you are using the Free or Lite Edition and would like to upgrade it.<\/p>\n<h3><strong><span style=\"color: #4b088a;\">Premium Edition<\/span><\/strong><\/h3>\n<h4 style=\"text-align: justify;\"><strong><span style=\"color: #000080;\">Steps to be followed to add a Party\u00a0<\/span><\/strong><\/h4>\n<ul>\n<li>Login to Quick Cheque with the user having privileges to add a party.<\/li>\n<li>Navigate to <span style=\"color: #ff0000;\">Masters<\/span> menu and click the <em><span style=\"color: #0000ff;\">Party\u00a0<\/span><\/em>button. A list of existing parties\u00a0will open up.<\/li>\n<li>You can click <em><span style=\"color: #0000ff;\">Add\u00a0<\/span><\/em>button to create a new Party\u00a0or double click any of the listed\u00a0parties\u00a0so as to edit\u00a0them.<\/li>\n<li>In either case, a\u00a0pop up window opens asking for the inputs for adding\u00a0the party\u00a0in Quick Cheque. Kindly note that the mandatory fields are having a <span style=\"background: #F2F23E;\">yellow background<\/span> and must be entered in order to save the party.<\/li>\n<li><strong>Party Name\u00a0\u25ba<\/strong>Enter the party name you wish to add . Enter the correct party name for whom the cheque is to be issued.<\/li>\n<li>Other fields are not mandatory but these fields will add extra information about the party.<\/li>\n<li><strong>Address\u00a0\u25ba<\/strong>Enter the proper address of party to be added.<\/li>\n<li><strong>Phone and Mobile\u00a0\u25ba<\/strong>\u00a0Enter the phone and mobile number if required.<\/li>\n<li><strong>Fax and Email\u00a0\u25ba\u00a0<\/strong>Add the fax number and email id if you wish to do so.<\/li>\n<li><strong>Remarks\u00a0\u25ba<\/strong>You can capture any other key information that has been missed and you would want to record, mention it in the\u00a0Remarks\u00a0field.<\/li>\n<li>Once all entries are made, click the <em><span style=\"color: #0000ff;\">Save\u00a0<\/span><\/em>button to save the Party\u00a0and proceed to the next step.<\/li>\n<\/ul>\n<p><strong><span style=\"color: #000080;\">Using the grid<\/span><\/strong><\/p>\n<p>The grid is something which you will see on almost all screens in Quick Check. This primarily provides a listing of all data or records existing in the Quick Check corresponding to a screen. The grid comes with certain advanced features for filtering, sorting, grouping etc. \u00a0The grid on the party screen shows only active parties and you can toggle this filter by either clicking the Active check box twice or removing the filter from the bottom of the grid.<\/p>\n<p>The grid also provides an option to <span style=\"color: #ff0000;\">Merge<\/span>. When you click on this button\u00a0the duplicate parties will be deleted. If you wish to delete any existing party, select the party you want to delete and click the <em><span style=\"color: #0000ff;\">Delete\u00a0<\/span><\/em>button on the grid.<\/p>\n<h3><strong><span style=\"color: #000080;\">Inactive<\/span><\/strong><\/h3>\n<p>Quick Cheque allows you to make your party inactive if you don&#8217;t want to use the party in the system. You can Inactivate your party\u00a0by using the edit button on the grid, a screen\u00a0opens in which you can click the <em><span style=\"color: #0000ff;\">Inactivate\u00a0<\/span><\/em>button, then a small pop up window opens asking for the remarks, enter the reason for inactivating the party and click <em><span style=\"color: #0000ff;\">Inactivate\u00a0<\/span><\/em>. Your\u00a0party will become inactive.<\/p>\n<h3><strong><span style=\"color: #4b088a;\">Enterprise Edition<\/span><\/strong><\/h3>\n<ol>\n<li>Follow the same steps as for the Premium Edition.<\/li>\n<\/ol>\n<h4>Related Posts<\/h4>\n<ul>\n<li><a title=\"How To Add A Cheque Template in Quick Cheque\" href=\"http:\/\/blog.chipincorp.com\/?p=838\">How to create a Cheque Template<\/a><\/li>\n<li><a title=\"How to Add a Bank in Quick Cheque\" href=\"http:\/\/blog.chipincorp.com\/?p=605\">How to create a Bank<\/a><\/li>\n<li><a title=\"How To Add An Account In Quick Cheque\" href=\"http:\/\/blog.chipincorp.com\/?p=851\">How to create an Account<\/a><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>You can add a party in Quick Cheque in a simple way. Party is the one who will be receiving\u00a0the Cheque. For instance you want to issue a cheque for Mr.Xxx for certain amount, Here Mr. Xxx is the Party. Kindly take care when you enter the name of the party, as this name will [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[58],"tags":[74],"class_list":["post-870","post","type-post","status-publish","format-standard","hentry","category-first-steps","tag-party"],"_links":{"self":[{"href":"https:\/\/www.quick-cheque.com\/blog\/wp-json\/wp\/v2\/posts\/870","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.quick-cheque.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.quick-cheque.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.quick-cheque.com\/blog\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/www.quick-cheque.com\/blog\/wp-json\/wp\/v2\/comments?post=870"}],"version-history":[{"count":2,"href":"https:\/\/www.quick-cheque.com\/blog\/wp-json\/wp\/v2\/posts\/870\/revisions"}],"predecessor-version":[{"id":2647,"href":"https:\/\/www.quick-cheque.com\/blog\/wp-json\/wp\/v2\/posts\/870\/revisions\/2647"}],"wp:attachment":[{"href":"https:\/\/www.quick-cheque.com\/blog\/wp-json\/wp\/v2\/media?parent=870"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.quick-cheque.com\/blog\/wp-json\/wp\/v2\/categories?post=870"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.quick-cheque.com\/blog\/wp-json\/wp\/v2\/tags?post=870"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}