Partners

• Overview
• Create new partner
• Update existing partner
• Delete partner

Overview

In the ERP system, partners are used to refer to external entities, usually other companies. with which the organization interacts. 

Partners are used to represent customers, suppliers, logistics providers, or company subsidiaries. 

Partners are managed in the partners section. Each partner entry includes essential details such as full, short and native names, contact information, tax data, payment terms, and roles, enabling seamless integration and streamlined operations across the organization.

Create new partner

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Update existing partner

Partners should only be updated by authorized users.

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Delete partner

This action requires the "delete partner" permission.

Partners should never be deleted, unless they are a duplicate partner with no history (no linked order, invoices...). Before any partner is deleted, the accounting department should be contacted for conformation.

To delete a partner, find it in the table and tick its checkbox. Then click and confirm the "delete button".