🧾 Business Partners – Module
The Business Partners module is used to store all relevant information about your company's customers and suppliers. This data is subsequently used by other ABRA Flexi modules (Sales, Purchasing, Finance, Assets, etc.).
The module allows you to:
organize companies into groups (customers, suppliers, regions, commodities, etc.),
manage account analytics by group,
record contacts, bank details, events, and reservations,
attach tags to contacts and companies,
work with overviews, outputs, and print reports,
import and export data via XLS or XML.
📌 Side Navigation
➕ New Company Address
Opens a blank form for creating a new business partner.
The company form allows you to fill in:
identification details,
company group and relationship type,
payment terms, cost centers, and pre-accounting settings,
contact persons, bank accounts, and events,
tags, notes, and descriptions,
goods reservations.
The form also provides an overview of business relationships – invoicing, payments, overdue items, and open documents.
🏢 Company Addresses
A complete list of companies with all recorded details.
Features:
adding, editing, and deleting addresses,
filtering via global search,
importing and exporting addresses using XLS / XML.
👤 Contacts
Used for quick entry and lookup of contacts.
contacts do not have to be linked to a specific company,
option to export to XLS,
option to attach tags,
a contact record can include: company, job title, department, phone, email, and notes.
📅 Events
Used to record meetings, requests, complaints, tasks, and other activities.
events do not have to be linked to a specific company,
option to export to XLS,
in the company address form, only events related to the selected partner are displayed.
🗂️ Main Workspace
The workspace provides detailed information for the following options:
Company Addresses
Manage business partners including contacts, events, and tags.
Supports filtering, searching, overviews, and quick navigation.
Contacts
A list of all contacts across companies with full-text search and filtering capabilities.
Events / Activities
An overview of all interactions with business partners:
meetings,
tasks,
meeting minutes,
complaints,
trade fairs,
tasks assigned to employees.
Consistently maintained events help streamline the management of business activities.
Contract Management
Manages both customer and supplier contracts.
🧩 Workspace – Below the Line
Contains supplementary code lists and settings for working with business partners:
🗃️ Company Groups
allow classification by relationship type, region, commodities, and more,
can be used to derive customer/supplier account analytics,
export to XLS,
supports creating, editing, and deleting entries.
🏷️ Event / Activity Types
A code list for categorizing events.
💰 Event / Activity Cost Types
Enables tracking of costs associated with business activities (e.g., training, travel, complaints).
📄 Customer Contract Types
Definition of contract types used for document generation and automation.
📄 Supplier Contract Types
The same principle as customer contract types – typification, categorization, and overviews.