Master Data

In addition to transactional records such as invoices and payments, Frappe Books includes standard entries that store master data used throughout the application. These entries do not directly affect account balances but provide the information required when creating transactions.

Examples include Items, Parties (Customers and Suppliers), Taxes, and other setup records that are referenced across different modules.

Common Entry Types

Some of the commonly used master entries in Frappe Books include:

• Items – Products or services used in transactions.
• Parties – Customers and Suppliers.
• Taxes – Tax templates applied to invoices.
• Price Lists – Pricing information for products.
• Payment Terms – Defines payment schedules.

Creating a New Entry

Creating a new entry follows the same process regardless of the document type.

1. Navigate to the required module (for example, Setup → Taxes).
2. Click the + (Add) button.
3. The Quick Edit form opens.
4. Enter the required information.
5. Click Save to create the entry.

Once saved, the entry becomes available for selection in transactions such as invoices and payments.

Duplicating an Entry

If you need a similar record, you can duplicate an existing entry instead of creating one from scratch.

1. Open the existing entry.
2. Click the … menu.
3. Select Duplicate.
4. Update the required fields.
5. Click Save.

Deleting an Entry

Entries that are no longer required can be removed if they have not been used in any transaction.

1. Open the required entry.
2. Click the … menu.
3. Select Delete.
4. Confirm the deletion.

Best Practices

• Create master entries before recording transactions.
• Reuse existing entries whenever possible to maintain consistency.
• Use the Duplicate option for similar records to save time.
• Review entries before deleting them to ensure they are not linked to transactions.
• Keep your master data organized and up to date for accurate reporting.