X-ERP Help
Categories
Categories give the partner additional technical meaning without distorting their master data - for example industry, target group or care class.
Partner categories
Categories give the partner additional professional meaning and can be used to further specify the partner groups - for example industry, target group or care class.
Fields
- Partners: Partner to whom the category is assigned.
- Category: Technical category from the maintained category catalog. (see Sales / Purchasing > Settings > Partner Categories)
That's what matters
Use a few, clearly defined categories. Ambiguous categories quickly lose their usefulness.
Matching depressions
- CRM
- Bulk emails
- Partner
Related topics
- CRM
- Bulk emails
- Partner
Frequently asked questions
What do I use partner categories in X-ERP?
Categories group partners according to freely definable characteristics and facilitate search, evaluation and targeted communication.
What should I particularly check?
Use a few, clearly defined categories. Ambiguous categories quickly lose their usefulness.