Partner Management

Navigate to Partner Management

Select Create Business Partner

Fill in the required information

Select Save to complete or Cancel to exit without saving changes. 

Select a Partner

Navigate to Information

Select Edit

Fill in the required information

Select Update to complete or Cancel to exit without saving changes. 

Navigate to Contacts

Select Create Contact

Fill in the required information

Select Add to complete or Cancel to exit without saving changes.

Navigate to Documents

Select Add

Fill in the required information

Select Save to complete or Cancel to exit without saving changes. 

Select a Partner

Select Deactivate

Confirm the action

Select Deactivate to complete or Cancel to exit without saving changes. 

Select the Delete icon

Confirm the action

Select Delete to complete or Cancel to exit without saving changes.