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How do I add a new business partner?

Steps

  1. Open “Business Partner” from the menu.
  2. Add a new business partner.
  3. The Search Key is an automatically assigned serial number. However, if required, it can also be assigned manually instead.
  4. Give the business partner a Name, or if the box Company is checked, fill in the field Company Name.

    Note: The (Company) Name is restricted to 60 characters.

  5. Select a Business Partner Group, e.g., Machine Supplier.
  6. Select the partner’s preferred language for communication.
  7. Add one or more addresses.

Optional Steps

  1. Add some appropriate attributes which might come in handy for the filtering function.
  2. Turn the business partner into a customer and/or a vendor.
  3. Link the business partner to a price system.

Example


Zur Quelldatei auf github.com