Adding New Business Partners
Use this procedure to add new business partners to SAP Business One.
From the SAP Business One Main Menu
, choose .
The Business Partner Master
Data
window appears.
To switch to Add
mode, choose
(Add
).
In the field to the right of the Code
field, select the business partner type.
Note
If a vendor is also one of your customers, you must create two different master data records (one customer record and one vendor record) containing the same data, but with different codes.
Note
When a business partner defined as Lead
becomes a customer, change the business partner type to Customer
.
Enter other required data in the relevant fields of the window, see Business Partner Master Data Window.
Choose Add
.