metafresh logo and link to homepage

How do I manage partner-specific products?

Overview

Sometimes the business partners’ product names and numbers differ from your own even though they refer to the same product. For instance, in your system you hold the product Carrots, but the customer prefers calling it Orange roots and the vendor Rabbit food.
So, in order to avoid any misunderstandings and ending up with several names and numbers for the same product in your system, you can assign partner-specific product names and numbers without having to modify your own internal data.

These partner-specific product names and numbers will then appear on the documents of the respective business partners instead of the names and numbers you use for internal product management purposes.

For additional information on how to place manual text on documents, please see here.

Steps

  1. Open the entry of an existing product or add a new one.
  2. Go to the record tab “Business Partner” at the bottom of the page and click . An overlay window opens up.
  3. Enter the name of the Business Partner.

    Note 1: Business partners can be customers and vendors.

    Note 2: Hit SPACE to see all available business partners.

    Note 3: Select one of the shown options with the mouse or .

  4. Check the box For Vendor or For Customer according to the respective business relation for which the new name should be used.
  5. Enter the partner-specific Product name.
  6. Enter the partner-specific Product number.
  7. Click “Done” to close the overlay window and add the partner-specific data to the list.

    Note: Repeat steps 2 to 7 to add further partner-specific data.


Note:
For internal purposes you keep using your own product names and numbers. Externally, the respective partner-specific product names and numbers will automatically appear in documents such as sales order confirmations, shipment notes and invoices.

Example


Zur Quelldatei auf github.com