When you have located a business partner, click it and the details will show in a panel (so called "drawer") on the right hand side. Details can be maintained directly in the fields.

• By clicking the secondary actions icon additional actions may be possible.

  • Edit Business Partner Name

  • Delete

  • Restore (if deleted)

  • Permanently Delete (if deleted)

With a business partner drawer open, locate the section for Contact Persons under the Main Details tab.

Click the "Add Contact Person" + icon and fill in the given fields to add a contact person to the business partner.

To create a new business partner, navigate to the Business Partners module and click the Create Business Partner button.

When creating new business partners there are some details that are mandatory.

Mandatory details:

• Business Partner Type

• Business Partner Name

• Short Name

• Business Partner Code

With a business partner drawer open, locate the section for Bank Accounts under the Financial tab.

Click the "Add" + icon and select a bank account to add the bank account to the business partner.

• Delete a Business Partner

  • Find and click in the list the business partner to delete. On the menu open the three dots and find the button "Delete". This will soft delete the business partner. It can be found again by filtering on deleted items in the list.

• Permanently Delete a Business Partner

  • Find the deleted business partner to permanently delete. Use the icon on the top menu illustrated with the three dots. Find and click "Permanently Delete". This will permanently delete the business partner.

Depending on your access permissions the list of business partners might not be visible.

The "Business Partners" module can be located from the menu under Master Data.

• From the list of business partners using filters

  • Having the list of business partners open in the Business Partners module you can use filters to find the business partner you are looking for. Clicking the business partner in the list will open a drawer with additional information.

From the list of business partners you can access any previously deleted entities using the using the "deleted items" toggle switch indicated below.