In this tutorial, we will cover the process of manually creating a partner, defining its type, and assigning the necessary information.
Important Note:
When creating a new partner, the Organization tab is automatically filled in with the data of the organization and center of the authenticated user.
Depending on the organizational configuration, this Master Data is usually managed in the ERP and created by integration.
For bulk uploads, use the back office.
Onthe Homepage, navigate to the"Customers," "Suppliers," or "External Entities"module in the Partners section.
Depending on the module you enter, it lists all partners of that type. Click on"Create Customer"in the upper right corner.
Complete the required fields and, if available, add additional information in the partner header.
Validate and/or add additional organizations and centers , and configure the partner profile to align your operations with your company's specific needs:
Organization: You can remove or add additional organizations as needed.
Center: You can remove or add additional centers that will interact with this partner.
Profile Configuration: In the profile, choose the Partner type and specify your Profile
Navigate to the "Addresses" tab and click "Add Address." Fill in the required fields and add additional information if necessary.
Enable the default address option to facilitate future operations with this partner.
After filling in all the information, click "Save" in the lower right corner. If necessary, add more complementary details about the partner before finalizing.