Manage Business Partners
Creating a new Business Partner
Edit Business Partner details
You can click on the Business Partner on the Business Partners list you want to change the details of. This will bring the Business Partner drawer.
Main Details tab
From the main details tab, you can see all the important details of a business partner. This includes Business Partner Type, Company Registration Number, Business Partner Name, VAT Number, Short Name, Business Partner Link, Business Partner Code, and indicate whether it is an Intercompany or not. You can also change the Business Partner's address, contact details and contact persons.
Business Partner Type
The field labeled "business partner type" determines the preferred role of the business partner. This selection influences in which business partner selectors the partner will appear in the system. For instance, selecting "charterer" as the type will display the partner in "charterer" fields only, but not "agent" fields. However, by clicking "see all options", all business partners can still be chosen in any selector.
When a business partner is of type Agent, it is possible to choose the Agent Type.
Financial tab
You can see all the important details of a business partner regarding invoices, such as Default Payment Terms, Default Baseline Term, Default Invoice Party, Default Receivable Accout, Default Payable Account, Max Advance Payment, Rating, Rating Expiry Date
You will also see here the Bank Accounts belonging to a business partner.
Lastly, you will also see a list of a business partner's outstanding invoices
Deleting a Business Partner
A Business Partner must first be disabled. Click the button in the top right corner. Choose "Disable" option. A confirmation modal will show up, click Disable. Click again the
button in the top right corner. Choose "Delete" option. A confirmation modal will also show up, click Delete.
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