Business partners
The partner base connects customers, suppliers and contacts in a common view - with addresses, conditions, communication and financial data.
Partner
The partner base connects customers, suppliers and contacts in a common view - with addresses, conditions, communication and financial data. All address contacts are managed centrally in X-ERP. Every new customer or supplier automatically receives a partner ID in addition to their customer or supplier number when they are created. It is possible to create a new contact as a partner first and then upgrade it to a customer or supplier at a later date. A partner can be both a customer and a supplier at the same time.
Your quick start
- Open Partner in the home desktop.
- Check existing records, statuses and relationships before creating or changing anything.
- Save consciously and control the result in the immediately following process.
That's what matters
Search thoroughly before installing a new one. Duplicates distribute receipts, open items and communication across multiple data sets.
Matching depressions
- Register tabs
- customers
- suppliers
- Contact person
In this chapter
- Tabs
- Basics
- Customers
- Suppliers
- Contacts
- Delivery addresses
- Billing addresses
- Catalog numbers
- Purchase price lists
- Categories
Related topics
- Register tabs
- customers
- suppliers
- Contact person
Frequently asked questions
What do I use Partner in X-ERP for?
The partner base connects customers, suppliers and contacts in a common view - with addresses, conditions, communication and financial data.
What should I particularly check?
Search thoroughly before investing. Duplicates distribute receipts, open items and communication across multiple data sets.