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Procedure documentationAdding New Business Partners

 

Use this procedure to add new business partners to SAP Business One.

Procedure

  1. From the SAP Business One Main Menu, choose Start of the navigation path Business Partners Next navigation step Business Partner Master Data End of the navigation path.

    The Business Partner Master Data window appears.

  2. To switch to Add mode, choose Add (Add).

  3. In the field to the right of the Code field, select the business partner type.

    Note 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.

    End of the note.

    Note Note

    When a business partner defined as Lead becomes a customer, change the business partner type to Customer.

    End of the note.
  4. Enter other required data in the relevant fields of the window, see Business Partner Master Data Window.

  5. Choose Add.