One GSTIN, one dealer record (AC-1.5). If this is really a different firm sharing paperwork, clear the GSTIN and save without it.
Contacts & portal invites
Sharma Traders
Contacts
2 active
Portal access
2 enabled
Latest login
Yesterday
Existing contacts
RS
Ramesh Sharma · Owner
98230 11274
Activelast login 3d ago
view-only
S
Suresh · Purchase
98201 55840
Activelast login yesterday · places orders on the portal
view-only
Invite another contact
Removing a contact kills their sessions immediately — their order/claim history stays attributed to their name (AC-7.6).
Change limit & terms
Sharma Traders
Current limit₹5,00,000
Current balance₹5,86,420 (117.3%)
Current termsNet 30
New credit limit
New terms
Applies to future credit checks only — existing orders and the ledger are untouched. Sharma Traders' ₹5,86,420 balance stays exactly as recorded; the new ₹6,50,000 limit brings her back under threshold at 90.2% going forward.
Current
117.3%
₹5,86,420 of ₹5,00,000
Over limit₹86,420 over
→
Proposed
90.2%
Same balance · limit ₹6,50,000
Back under limitAlert band
Reason shown in the audit log
Logged to Zone 6 audit — actor + before/after (AC-1.8)
Record payment
Sharma Traders
Amount *
Balance ₹5,86,420
Date
Mode
Reference optional
A similar entry (₹1,50,000, UPI, dated within 2 days) was already recorded from the Invoices-Lite feed on 11 Jul. Check this isn't a duplicate before posting (AC-5.4 heuristic).
New balance preview
↓
Exposure reduces by ₹1,50,000Ledger balance and available headroom update immediately after posting.
New balance ₹4,36,420Under limit · alert band
Ledger adjustment
Sharma Traders
Signed amount *
Positive adds to balance, negative reduces it
Date
Reason *
Mandatory — this goes in the audit log and on the statement itself
Corrections add rows, never edit. This posts as a new append-only ledger entry — if it's wrong later, it gets reversed by another new entry, the same as any other correction (AC-5.1).
Current balance₹5,86,420
New balance after posting₹5,84,020
Reason required to post
✓
Action completedThe dealer record has been updated.