How to edit or create a PARTNER?
1. In the main menu click on MASTER DATA -> PARTNERS MANAGEMENT -> PARTNERS
2. Click on NEW PARTNER or click on EDIT from the list below
3. Select ROLE from multi-select list (if you don't find any role that matches the partner you can leave it blank)
4. if the role of the partner is Carrier, you should select the type of service in CARRIER TYPES multi-select list
5. Upload the partner's LOGO
6. Insert the partner's NAME
7. Insert the partner's LEGAL ENTITY
8. Insert the partner's VAT/ID/Company Registration Number
9. Insert the partner's CURRENCY
10. Select the COUNTRY of the partner
11. Insert TELephone number
12. Insert the main EMAIL of the partner
13. Insert the CITY
14. Insert the ADDRESS of the partner
15. Insert ZIP CODE
16. If the partner has a CUSTOMER role, mark filed
17. If your mark the partner as customer you should select the CUSTOMER TYPE from the dropdown list
18. If the partner has a SUPPLIER role, mark filed
19. If your mark the partner as supplier you should select the SUPPLIER TYPE from the dropdown list
20. Click on SAVE CHANGES
*TIP:
If you wish to create partner contacts related to any partner, visit the following article CREATE PARTNER CONTACT
If you wish to create physical addresses related to any partner, visit the following article CREATE PHYSICAL ADDRESS
If you wish to create products related to any partner, visit the following article CREATE PRODUCT