Managing business partners
A partner record brings together the information needed to work with a customer or supplier.
Partner profile
Classify the partner as an individual or company and as customer, supplier, or both, then add statutory and commercial details.
- Classification, credit limit, and payment days can be set.
Contacts and addresses
Add multiple contacts and billing or shipping addresses with primary and default selections.
- Each partner should have one primary contact and one default address.
Status and debt
Freeze an active partner when needed, reactivate later, and record debt changes to calculate the balance.
- A frozen partner cannot enter new transactions.
- Balance equals increases minus decreases.
