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Version: 2.0.0

Partners

Overview

Biznisbox allows you to create partners. Partners are companies or individuals that you do business with.

note

Partners are used in invoices, quotes, transactions, etc. When you create an invoice, you can select a partner from the list of partners.

Partners

You can see the list of partners by clicking on the "Partners" link in the sidebar.

Viewing a partner

With double click on the partner from the list, you will be able to see the partner details.

On the partner details page, you can see the partner details, partner invoices, quotes, transactions, contracts ...

This information are displayed in the tabs. You can see tabs if you have permissions to see the data.

All in one place. On the top of the page, you can access to the functions for editing and deleting the partner and audit log.

Partner details

Creating a partner

You can create a partner by clicking on the "New partner" button on the partners page. You will be redirected to the partner creation page.

On the partner creation page, you need to enter the partner details. You have option to add partner's address, contact person.

info

When you adding a contact person, you can mark it as a primary contact person. This person will be used as a default contact person in the documents. Default contact person is marked with a star.

New partner

Editing a partner

You can edit the partner by clicking on the "Edit" button on the partner details page. You will be redirected to the partner editing page.

On the partner editing page, you can edit the partner details.

Edit partner

Deleting a partner

You can delete the partner by clicking on the "Delete" button on the partner details page. You will be asked to confirm the deletion.

Delete partner

Partner audit log

You can see the partner audit log by clicking on the "Audit log" button on the partner details page. You will see a list of all changes made to the partner.

Partner audit log

Partner activity

On the partner details page, you can see the partner activity. Activity includes all your interactions with the partner, such as emails, calls, meetings, etc.

Partner activity

Partner activity log

You can see the partner activity log by clicking on the "Partner activity" tab on the partner details page. You will see a list of all activities related to the partner.

Partner activity log