Business Partners – Menu
🧑🤝🧑 Business Partners – Menu
The Business Partners module is used to manage all information about customers, suppliers, clients, and other companies your organization works with.
In the Business Partners – Menu section, you will find tools for managing contacts, addresses, events, and contracts.
💡 The module is closely integrated with sales, purchasing, warehousing, and invoicing.
It ensures that business documents always use up-to-date and consistent company data.
🏢 Company Addresses
This section contains a complete list of all companies and entities your organization does business with – customers, suppliers, contacts, and more.
You can manage:
company identification details,
branch and office addresses,
contact information,
business settings (price levels, payment terms, discounts),
billing and delivery addresses.
📘 Learn more in the Company Addresses chapter.
🗂️ Company Groups
Company Groups allow you to organize companies into logical groups, for example by:
region,
customer type (B2B, B2C),
pricing tier,
sales representative or branch,
cost center or market segment.
Groups are used for filtering, marketing campaigns, and bulk operations.
📘 Learn more in the Company Groups chapter.
👤 Contacts
This section stores records for specific individuals associated with your business partners.
For each contact, you can save:
name and job title,
phone number, email address, and other details,
company assignment,
preferred communication channels.
💡 Ideal for sales teams, customer support, and marketing.
📘 Learn more in the Contacts chapter.
📅 Events & Activities
Used to record activities and interactions with business partners, such as:
phone calls,
meetings,
quotes,
notes,
complaints,
follow-up tasks.
Events give you a complete overview of your communication history with clients.
📘 Learn more in the Events chapter.
✅ Tasks to Complete
The Tasks to Complete section is used to track and manage specific tasks that need to be carried out in relation to business partners.
Tasks can be created from events, meetings, inquiries, complaints, or other business activities.
This feature allows you to:
create new tasks directly from events,
schedule follow-up actions (calls, sending a quote, meetings),
clearly track tasks assigned to sales representatives,
monitor the completion of business activities.
💡 Ideal for managing the sales process and supporting the work of sales representatives.
📄 Customer and Supplier Contracts
This section is used to manage contractual relationships with customers and suppliers, including the option to automatically generate documents based on the contract parameters.
It is designed for contracts that involve regular or recurring financial obligations, typically:
service agreements,
rental contracts,
regular advance payments,
long-term supply contracts for services or goods,
framework agreements with defined periodic invoicing.