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Partners

Partners are all types of contacts - clients, suppliers, forwarders, certification bodies, etc. Your own profile is also a partner.

  1. To go to your partners, click Partners in the top menu. You can search in your partners using the fields in the left side.
  2. To add a new partner, click the button Add Partner. Fill in Name and Country as a minimum.
  3. Preferred Langues must be enabled in you Company Settings before you can add them.
  4. You can add a Standard Reference on Documents as a reference to appear on all documents addressed to this partner.
  5. You can add tags to your partner. Read here about tags.
  6. You can add one or more Locations to your partner, e.g. Main Office, Department 1-2-3, Warehouse 1-2-3, etc. The different locations will appear on the map. You can add a Reference Code to each location.
  7. You can add Certificates related to your partner. The certification body that certifies the certification, should also be created as a partner in the application. Learn about Certificates.
  8. You can add comments to a partner. You can see the comments when you go to your partner.
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