Partners

Partners

9.7

Revision History
26.04.2010
The Language combo box was changed to the Language pack selection box on the Properties tab.
06.07.2011
The description of partner groups was moved to a separate directory, Partner groups. Tab pages were transformed into panels.
08.09.2011
The introductory passage was edited.
12.03.2012
The System column was added to the data grid of the directory.
28.09.2012
The Security level column was added to the data grid of the directory. The Clipboard menu was added to the context menu of the directory. The Access panel was added to the Partner group and Partner windows. A description of the New partners multiple entry window was added.
17.01.2014
The Return delivery notes command was added to the context menu of the directory.
05.08.2014
Alcoholic beverage supplier and manufacturer licence specifications were added. The lists of fields on the Personal profiles and Company panels were edited. Descriptions of the Actual address, Registered address, Home address, and Work address panels were added.
02.09.2014
A description of the Separate divisions panel was added.
22.09.2014
A description of the 'Choose licence for alcoholic beverage' window has been added.
26.09.2014
The CRN column was added to the data grid of the directory.
10.10.2014
Descriptions of the E-mail column in the directory data grid and the E-mail field in the Partner window were added.
25.12.2014
A description of the Filter by group command was added.
08.04.2015
Descriptions of the Goods nomenclature, Goods nomenclature item, and Goods nomenclature ID panels were added.
11.06.2015
A description of the Contact details and Contracts panels in the Partner window were added.
03.08.2015
The Importer field was added to the Alcohol declaration panel.
08.10.2015
The Clipboard menu was added to the context menu of the Goods nomenclature panel.
11.11.2015
The Class and Stock item group columns were added to the Goods nomenclature panel data grid.
01.06.2016
The Cash flow command was added to the context menu.

Details about the companies and individuals that sell or buy stock items from your business's store are entered in the Partners directory. Data from this directory is used in store documents. You can also enter your own business's details, as this information may be used for generating store document print layouts and for exporting to an accounting suite.

Partners can be combined into partner groups. Partner groups can contain subgroups.

In the Partners directory, you can specify partner companies and link to the personal profiles of their representatives.

The Partners directory allows you to view lists of stock-in and stock-out records, as well as return delivery notes that adhere to the selected parameters.

If the partner is a supplier of stock items, the directory will collect information about the goods nomenclature it has supplied. The directory also contains information about supply agreements (contracts) between you and your suppliers.

If the partner has been specified as the sender (payer) or recipient (beneficiary) in a cash flow operation, this operation is saved in the Cash flow by partner list.