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How do I manage partner-related 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-related product names and numbers without having to modify your own internal data.

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 . A new 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 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 partner for whom the new name should be used.
  5. Enter the partner-related Product name.
  6. Enter the partner-related Product number.
  7. Click “Done” to close the window and add the partner-related data to the list.

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

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

Example


Zur Quelldatei auf github.com