X-ERP Help

Basics

The basics create a unique, discoverable partner with correct name, role, address and communication data.

Partner Basics

The basics create a unique, discoverable partner with correct name, role, address and communication data.

Your quick start

  1. Open the desktop button Partner on the home desktop.
  2. Check existing records, statuses and relationships before creating or changing anything.
  3. Save consciously and control the result in the immediately following process.

That's what matters

First clarify whether the partner is a customer, supplier or both and avoid parallel master records.

Matching depressions

  • customers
  • suppliers
  • Contact person

Related topics

  • customers
  • suppliers
  • Contact person

Frequently asked questions

What do I use Partner Basics in X-ERP for?

The basics create a unique, discoverable partner with correct name, role, address and communication details.

What should I particularly check?

First clarify whether the organization is a customer, supplier or both and avoid parallel master records.