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Business Partner

Introduction​

Business Partner is the generic name for all the people/companies with a business relationship with your tenant/client: that includes, vendors, customers, employes and so on. Sometimes we need to configure groups, taxes and other specific properties for invoicing or to manage them properly, so please be sure that you understand the following capabilities for them

Creating a Business Partner​

The Business Partner window allows you to define any partner with whom you perform transactions.
There are different types of Business Partners, these include: Customers, Vendor or Suppliers, Employees and Sales Representatives each one of these represent a different role and function within the company. Menue: Partner Relations -> Business Partner Rules -> Business Partner

Menue for iDempiere

Customers​

Introduction​

A customer is a subject or entity that accesses resources, products or services provided by another. For business, the customer is the individual who, through a financial transaction, acquires a product and / or service of any kind (technological, gastronomic, decorative, furniture or property, etc.). A customer is synonymous with a buyer or consumer. A customer corresponds to a business partner with whom the company makes sales transactions and of which special information such as account statements, credit quota, discounts granted, price list, among others are needed. In iDempiere, the qualification of the Customer is granted to a business partner created, for which you will see that the windows and the concepts will always refer to the Business Partner. The above means that a Business Partner can be marked as a customer and in turn as an employee and as a vendor (supplier).

Business Partner Group​

The Customers are created first instance as business partners and selecting the Customer field. A business partner group must be assigned to the registry. Menu: Partner Relations –> Business Partner Rules -> Business Partner Group In iDempiere it is possible to group the business partner by similar characteristics through this group option of third parties, either to generate reports or carry out massive processes such as changes in accounting accounts, price lists and discounts. You can create N groups of business partners in iDempiere for example: PARTNERS, VIP CLIENTS,INTERNAL CLIENTS, STAR SUPPLIERS .. As an example, the following Customer registry is created:

Menue for iDempiere

List example:

  • a
  • b

1 ddd 2 ggg

Outlook​

Perhaps some remarks on relationships to prices, marketing, services and requests as important relationships for business partner data.