A business partner is a company or a person that your business buys from, sells to, or both.
Beelocity keeps your suppliers and your clients in one list. A partner can be a Supplier (you buy from it), a Client (it buys from you), or both at once. So if you buy from a company and also sell to it, you keep one record with both roles. You do not type its details twice.
What a Partner Record Contains
| Part | What it holds |
|---|---|
| General | The name, the code, the trade name and the tax identifier |
| Supplier details | The supplier type, the payment terms and the credit limit. The supplier status is on its own pill at the top of the page. |
| Client details | The client type, the payment terms and the credit limit. The client status is on its own pill at the top of the page. |
| Contact information | The email, the phone, the website, the currency and the language of the partner’s documents |
| Addresses | Where the partner is, by type: billing, shipping, returns and headquarters |
| Contacts | The people that you deal with at the partner, with their job title, email and phone |
| Legal identifiers | The registration numbers that a printed document shows for the partner, such as its NIF, RC and AI |
| Categories | The groups that you file the partner in. No list or report reads them yet. |
| Payment terms | How long the partner has to pay, and what comes off for paying early. You pick one term for each role. |
The Procurement manager, the Sales manager and the owner of your organization can create a partner and change its statuses. Only the owner can fill in the Addresses, Contacts, Legal identifiers and Categories tabs, unless the owner gives you that right.
How Partners Fit Into Beelocity
Other parts of the app use the partner:
- Products: a quotation or an order to a client takes its prices from the price list that you pick on it (Pricing and price lists). A supplier’s Supplier products tab holds what you buy from that supplier, and at what price.
- Inventory: a goods receipt brings goods in from a supplier, and a delivery note sends goods out to a client (Warehouses and locations).
- Access control: a role decides whether a person can open the partners at all (Roles and permissions). No row access rule can narrow the partner list today, because the rule form offers nothing to compare on a partner.
Navigation
Open Business Partners in the sidebar. The module opens on what needs doing, which the next section describes. The sidebar lists Partners, where you create, open and edit your suppliers and clients. Setup comes at the end of the list.
See what needs doing
When you open Business Partners, it shows the partners that wait for somebody, in two lists. Each row opens the partner. The app reads both lists again each time you open the page.
| List | What it shows | What to do |
|---|---|---|
| Suppliers to approve | The suppliers whose status is Pending approval, in the order of their codes. A new supplier starts as Active, so a supplier is here only if somebody chose this status. | Check the supplier. Then the Procurement manager, the Sales manager or the owner of your organization sets its status to Active with the pill on its page. Until then, the app refuses to mark an order to it as Sent, to approve its bill and to pay it. |
| Clients over credit limit | The clients whose unpaid invoices add up to more than their Client credit limit, the furthest over first. Each row shows what the client owes and its limit. | Follow up the payments before you take a new order. The app itself does not refuse an order over the limit. |
Each list shows five rows and how many there are in all. On Suppliers to approve, View all opens the partner list, narrowed to those suppliers. Clients over credit limit has no such link, because the partner list cannot be narrowed to a balance.
Clients over credit limit counts what is left to pay on each invoice that is Sent, Partially paid or Past due. It counts each amount in your organization’s currency, as the credit check of an approval workflow does (Other client fields). You see this list only if your role can also read sales invoices.
At the top of the page, New partner starts a partner record. You see it if your role can create a partner.
Set up the module
Setup holds the two lists that you file and pay your partners by. You set them up once, and you come back to them when the way that you buy or sell changes. Setup has a tab for each list:
| Tab | What it holds |
|---|---|
| Categories | The tree of groups that you file partners in. See Categories. |
| Payment Terms | The payment terms that you give to partners. See Payment Terms. |
Each tab keeps the address that its list always had, so a bookmark still opens it. You see only the tabs that your role can open. If your role can open neither tab, Setup is not in your sidebar. Only the owner of your organization can add a category or a payment term, unless the owner gives you that right.