POSYMAUser manual
ES

Parties: customers and suppliers

Parties is the single directory of your customers and suppliers. The same party can be a customer, a supplier or both. Here you keep their contact and tax details, extra contacts, the group they belong to and whether you sell to them on credit.

Manual modules
Where it is Side menu › Parties. Open in your POSYMA
When you see it Available in every POSYMA, depending on your role's permissions.
Guide 1 of 4

How to create a customer
Parties directory with customers and suppliers
Parties directory with customers and suppliers. Tap the image to see it larger.
  1. Open Parties and click "Add Party".
  2. Choose how to create it: "Manual" or "From RUT". From RUT, upload the customer's PDF and POSYMA fills in identity, address and tax responsibilities.
  3. If manual, pick "Natural Person" or "Legal Entity".
  4. Fill in "Document Type" and "Document Number". "DIAN lookup" fills the empty fields with the data the DIAN has for that document.
  5. Type the email and phone. The address is optional; if you add it, include the department and city.
  6. Under "Classification" keep "Sales (customer)" ticked and save.
Form to create a customer
Form to create a customer. Tap the image to see it larger.

If the document already exists, POSYMA warns you and offers "Open that party" instead of duplicating it.

Guide 2 of 4

How to create a supplier
Parties directory with customers and suppliers
Parties directory with customers and suppliers. Tap the image to see it larger.
  1. Open Parties, "Suppliers" tab, and click "Add Party". The form opens with "Purchases (supplier)" already ticked.
  2. Fill in the details as you would for a customer.
  3. Under "Classification" check that "Purchases (supplier)" is ticked. If you also sell to them, tick "Sales (customer)".
  4. Save.
Guide 3 of 4

How to enable credit and tax details for a customer
A customer's tax and fiscal info
A customer's tax and fiscal info. Tap the image to see it larger.
  1. Open the customer with the edit button.
  2. Under "Classification", tick "Allow POS credit" if you will sell to them on credit.
  3. Click "Tax & fiscal info" to set the "Tax regime" and the "DIAN fiscal responsibilities", or use "Upload RUT (PDF)" to load them from the RUT.
  4. Tick "Declarante de renta" and "ICA withholding agent" if they apply, and click "Save & return".
  5. Save the customer.

These details decide the withholdings and IVA on the invoices you issue them. If the customer was created from a RUT, their identity and tax details are locked; to change them, upload a new RUT.

Guide 4 of 4

How to add contacts and assign a group
Parties directory with customers and suppliers
Parties directory with customers and suppliers. Tap the image to see it larger.
  1. Open the party with the edit button.
  2. In the "Contacts" section, click "Add Contact". This section only shows for a Legal Entity.
  3. Type the name, email, phone, position and department, and save the contact.
  4. For the group, pick a "Group" in the same form or create one with "New group".
  5. Save the party. Groups let you assign price lists to several customers at once.

Frequently asked questions

Where are Customers and Suppliers?

Both live in Parties. Use the summary cards ("All", "Customers", "Suppliers") to see only one kind.

What is "Walk-in Customer"?

It is the customer used when a sale is not made out to a specific person or company.

Can I upload a photo of the customer's RUT?

No. POSYMA needs the PDF downloaded from the DIAN website. If you upload a photo or a scan, it asks for the original file.