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Create a business partner
Access the Business Partner list from road or calculator icon from the main menu, and click on Business partners.
From the business partner list, click + at the top.
Enter the Name of the business partner and the Type, choosing from “Customer”, “Potential Customer” Supplier” and “Customer-Supplier” together with whatever other information you deem necessary. Finally, click on the button Save.
Linked articles:
Manage the business relationship with a business partner
Set the credit limit for a customer
Manage the contacts of a business partner
Insert a note in the business partner
Deactivate or reactivate a business partner
Manage the preferences for business partners
Manage the business relationship with a business partner
Set the credit limit for a customer
Manage the contacts of a business partner
Insert a note in the business partner
Deactivate or reactivate a business partner
Manage the preferences for business partners