Partner Management

Navigate to Partner Management

Select Create Business Partner

Fill in the required information

Select a Business 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. 

Select an action

• Edit: Select the edit icon to update an existing entry
• Delete: Select the trash icon to delete an existing entry. 

Confirm the action

Select the icon

Fill in the required information

Select Save 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.