Business Partner Group
Updated over a week ago

Grouping is one of the easiest ways to create an organized structure. 🗄️

If you were to group your customers, what would your groups be?

For example, you could create groups like "Inside Group" and "Outside Group." Adding your customers to the relevant groups will make your analyses easier. 🙌

Add a Business Partner Group

You can create a group with the "Add" button.

You can define your group with the Code, Description, and Business Partner Tag fields.

In the Business Partner Tag field, you can specify whether your group is a "Customer" or "Supplier."

Edit a Business Partner Group

You can update the information of an existing business partner group using the "Edit" button in the "Actions" section.

Delete a Business Partner Group

You can remove a business partner group.

🔴 Warning

Before the deletion process, make sure that the relevant records are not present in your processes. Deleting records can lead to missing information in your workflows.

💡 Tip

Do you need more help? By contacting Fiona through the chat, you can get expert support.

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