Partners in Manu Online are any people or organisation that you do business with. This includes customers, suppliers, subcontractors, manufacturers. Anything that has an address can be set up as a partner. This includes also stock locations.
In a new account, there is always one, first partner record and this is your own address and organisation.
It is possible to sell, buy and otherwise transact with any partner but partners can be tagged as a customer for instance and customers will be shown first by default when entering a sales order.
Note. If your system is connected to a support accounts package, it is strongly recommended to import any partners from there first. This will avoid duplicating them later when invoices are exported. After that initial import is done, any new partners can be created in Manu Online directly and will be later exported to the accounts package.
Create a new Partner
In the Partner menu, go to the Partner List sub menu and press New.
The system will select the next number from system setting for the id.
As a minimum, enter a short name and name. The short name is used on the screens in the system and must be unique. Optionally enter other fields.
To select other countries from the drop down list, go to System Settings and enable the other countries. All countries are available in the system but they are not listed on screens by default.
Further actions
Read more details about the partner card.