Party & Customer Management Software for Mobile Shops
Keep the whole relationship in one record — customer and vendor details, ID proof, purchase and sales history, credit, outstanding amount, payment history and a complete account statement.
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What is party and customer management?
A party is anyone your shop does business with — a customer buying a phone, a vendor supplying stock, a dealer you trade with. Party management means keeping one record per party that holds everything about that relationship rather than spreading it across a contact list, a bill book and an udhar diary.
In Phoneo that record carries the party's details and ID proof, everything they have bought or sold you, what they have paid, what is still outstanding, and a running ledger of every transaction between you.
Who is it for?
- Shops buying second-hand phones from walk-in sellers
- Retailers giving credit to regular customers
- Shops dealing with several vendors and distributors
- Owners who need to find a past customer quickly
The problem it solves
The information about one customer ends up in four places. Their number is in your phone, their purchase is in the bill book, their udhar is in a diary, and their ID proof is a photo somewhere in your gallery.
When something goes wrong — a warranty claim, a disputed balance, a question about a used phone you bought — assembling the full picture takes longer than resolving it should.
What's included
Customer records
Name, phone number, address and notes held against one searchable profile.
Vendor and party records
Suppliers and dealers managed in the same system as customers.
ID proof records
Upload and link ID-proof images to a party profile for verification and safer trades.
Purchase history
Everything you have bought from that party, including second-hand handsets.
Sales history
Everything that party has bought from you, linked to the actual invoices.
Credit and udhar
Credit given, credit limits, and the balance still outstanding.
Payment history
A full trail of payments made and received, including part payments.
Party ledger
A running account statement covering every transaction with that party.
Reports and sharing
Produce party and account reports, and share them where needed.
How it works
Add the party
Create a customer or vendor record with contact details, and upload ID proof where you need it.
Trade normally
Sales, purchases, credit and payments attach themselves to that party as you work.
Check the position
Open the party to see purchase history, sales history, payments and the outstanding balance.
Produce a statement
Pull the party ledger or account statement when you need to settle up or answer a question.
Features in detail
Customer and vendor records
Every party gets one profile holding their contact details and notes. Customers and vendors live in the same system, which matters in mobile retail because the same person is often both — someone who sells you a used handset this month and buys a new one from you next month.
Profiles are searchable by name, phone number or ID details, so finding a past customer at the counter takes seconds.
ID proof records
ID-proof images can be uploaded and linked to a party's profile. For a shop buying second-hand phones this is the record that protects you: it ties a specific handset to the person you bought it from, which is what you need if the device is ever queried.
The documents are stored against the profile and available to authorised users, so the evidence is retrievable rather than lost in a phone gallery.
Purchase and sales history
The party record shows both directions of the relationship — what you sold them and what you bought from them — linked to the underlying invoices. When a customer returns with a handset, the sale that produced it is already attached to their profile, including the IMEI of the specific unit.
Credit, outstanding and payment history
Credit given to a party is recorded rather than remembered, and part payments reduce the balance as they come in, so the outstanding figure is always the current one. Credit limits can be set per party to keep exposure in check.
Every payment in and out is kept as history, which means a disagreement about what was paid is answered by the record instead of by recollection.
- Outstanding amount per party, always current
- Custom credit limits to control exposure
- Part payments recorded against the balance
- Complete payment trail for both directions
Party ledger and complete account statement
The party ledger is the full account between you and that party — every sale, purchase, credit and payment in sequence, ending in the current balance. It is the single document that answers 'where do we stand?' without either side having to reconstruct it.
Because it is built from the transactions you already recorded, the statement is a report rather than an exercise.
Party reports and sharing
Party and account reports can be produced from the same records and shared where needed — useful when settling with a vendor, confirming a balance with a customer, or reviewing which parties account for most of your outstanding.
How is it different from registers, Excel or WhatsApp?
| Question about a customer | Phone contacts + bill book | Phoneo |
|---|---|---|
| What have they bought from me? | Search the bill book | On their profile |
| What do they still owe? | Check the udhar diary | Outstanding balance |
| Where is their ID proof? | Somewhere in the gallery | On the profile |
| Can I give them a statement? | Write it out | Party ledger |
| Did they pay in parts? | Try to remember | Payment history |
Tutorials & videos
Step-by-step guides for the workflows on this page. Entries marked Video include a tutorial video.
Frequently asked questions
Can I maintain customer and vendor records?
Yes. Customers and vendors are both managed as parties, each with their own profile holding contact details, notes and transaction history.
Can I store ID proof against a party?
Yes. ID-proof images can be uploaded and linked to a party's profile, which is especially useful when buying second-hand handsets.
Can I check a customer's purchase history?
Yes. The party record shows what they bought from you and what you bought from them, linked to the underlying invoices.
Can I track credit and outstanding?
Yes. Credit given is recorded against the party, part payments reduce the balance, and the outstanding amount stays current. Credit limits can also be set.
Can I view a party ledger?
Yes. Each party has a ledger showing every transaction with them in sequence, ending in the current balance.
Can I generate an account statement?
Yes. The party ledger acts as a complete account statement, and party and account reports can be produced and shared.
Can I find a customer quickly?
Yes. Profiles can be searched by name, phone number or ID details.
Know Every Customer's Full History
Keep records, ID proof, purchases, credit and ledgers for every customer and vendor in one place.