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Partners

The Partners module provides a directory of all your business relationships — suppliers, buyers, service providers, and other contacts.

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Adding a Partner

1. Navigate to Partners in the left sidebar
2. Click + Add Partner
3. Fill in the details:
   • Name — Company or individual name
   • Type — Supplier, buyer, service provider, etc.
   • Contact information — Phone, email, address
   • Logo — Upload a company logo (optional)
   • Notes — Additional details
4. Save the partner record

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Partner Detail Page

Click on a partner to see their detail page with:

• Full contact information
• Associated contracts
• Delivery history
• Business relationship overview

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Linking Partners

Partners can be linked to:

• Contracts — Formal agreements and terms
• Deliveries — Shipments and fulfillment tracking
• Inventory — As suppliers for your products

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Permissions