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How do I add a new Business Partner?

Steps

Create a Business Partner

  1. Open “Business Partner” from the menu.
  2. Create a new record.
  3. The Search Key is an automatically assigned serial number. However, if required, it can also be assigned manually instead.
  4. Fill in the field 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. “Client”.
  6. Select the partner’s preferred language for communication.

Add an address

  1. Go to the record tab “Location” at the bottom of the page and click “Add new” to open the address window.
  2. In the field Name enter the business partner’s name.
  3. To add an Address, click on the “Edit”-Button.
  4. Enter the Address, ZIP code, City and Country of the company.

    Note: If you choose “United States” as a country, you can also enter the Region ID. Simply close and re-open the address editing window by clicking the edit-button twice and the field will appear above Country.

  5. Enter the company’s GLN (Global Location Number), if available.
  6. Click “Done” to close the window.

    Note: You can add several addresses this way, if required.

  7. metasfresh saves the progress automatically.

Example


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