Partners
Partners are the other organizations you work with: suppliers, labs, and similar contacts. A partner is not a customer. Customers buy from you. Partners are who you buy from, send lab work to, or pay.
Partner profile
| Field | Description |
|---|---|
| Name | The name your team searches |
| Phone / email | Contact details. Email is stored in lowercase |
| Type | Supplier, Dental lab, or Other |
| Registered company name, tax code, address | Optional legal details |
| Logo | Shown on the partner page |
Add a partner
Open Partners
Click Partners in the left menu.
Create
Enter the name and contact details. Company name, tax code, and address can stay empty.
Open the partner
The name in the list opens the partner page.
On the partner page
- Unpaid debt is the total of unpaid expense receipts for that partner, inside the branches you can see. It is shown when you can view receipts. An amount above zero is highlighted.
- If you can create receipts, you can start an expense with this partner already selected. You can still change the partner before saving.
- If you can manage stock, the page also lists manual inventory history for this partner.
Archive hides a partner from the default list. It does not delete the record. Archiving asks you to confirm first.