Partner List

The Partner List is where you manage all of your customers and vendors. A partner can be a customer, a vendor, or both.

The Partner Table

The main table on this page displays all your partners with the following columns:

• Legal Name: The official, legal name of the partner.
• Trade Name: The name the partner does business as, if different from their legal name.
• Type: Indicates whether the partner is a "Customer," "Vendor," or "Vendor & Customer."
• Actions: A set of controls for managing the partner.

Managing Partners

You can manage your partners directly from this screen.

Adding a New Partner

To create a new partner, click the Add Partner button located at the top of the page.

• For detailed instructions, see the Add New Partner page.

Editing a Partner

To modify a partner's details, addresses, or contacts, click the Edit button in the "Actions" column for that partner row. This will open the Partner Drawer.

• For detailed instructions, see the Edit Partner page.

Deleting a Partner

To remove a partner, click the Delete button in the "Actions" column. Please note that you can only delete partners that have no transactions associated with them. If a partner has a history, the delete button will be disabled.

• For more information, see the Delete Partner page.