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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.
  8. Optional: Add suitable attributes which might come in handy for the filtering function.

Example


Zur Quelldatei auf github.com