> ## Documentation Index
> Fetch the complete documentation index at: https://docs.bizbone.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Partner Management

## Add a New Business Partner

<Steps>
  <Step title="Navigate to Partner Management">
    <Frame>
      <img src="https://mintcdn.com/bizbone/xizK7fy5ycECF_1d/images/PM-PM-Navigate.png?fit=max&auto=format&n=xizK7fy5ycECF_1d&q=85&s=294264a6d40f2e8d56dbfec902609d44" alt="PM PM Navigate" width="1350" height="764" data-path="images/PM-PM-Navigate.png" />
    </Frame>
  </Step>

  <Step title="Select Create Business Partner">
    <Frame>
      <img src="https://mintcdn.com/bizbone/xizK7fy5ycECF_1d/images/PM-PM-Add-BP.png?fit=max&auto=format&n=xizK7fy5ycECF_1d&q=85&s=32ab10ae7a19529b3f71adb64c30c0f4" alt="PM PM Add BP" width="1350" height="764" data-path="images/PM-PM-Add-BP.png" />
    </Frame>
  </Step>

  <Step title="Fill in the required information ">
    <Frame>
      <img src="https://mintcdn.com/bizbone/xizK7fy5ycECF_1d/images/PM-PM-Add-BP-C.png?fit=max&auto=format&n=xizK7fy5ycECF_1d&q=85&s=fe1fca73902c201fbce97e0e459e9eb0" alt="PM PM Add BP C" width="1350" height="1248" data-path="images/PM-PM-Add-BP-C.png" />
    </Frame>
  </Step>
</Steps>

## Edit Business Partner Details

### Edit General Details

<Steps>
  <Step title="Select a Business Partner">
    <Frame>
      <img src="https://mintcdn.com/bizbone/xizK7fy5ycECF_1d/images/PM-PM-Select-BP.png?fit=max&auto=format&n=xizK7fy5ycECF_1d&q=85&s=2ec8600cfaac40de048b0c9fdda8f733" alt="PM PM Select BP" width="1350" height="752" data-path="images/PM-PM-Select-BP.png" />
    </Frame>
  </Step>

  <Step title="Navigate to Information ">
    <Frame>
      <img src="https://mintcdn.com/bizbone/xizK7fy5ycECF_1d/images/PM-PM-Info.png?fit=max&auto=format&n=xizK7fy5ycECF_1d&q=85&s=6c2a1b7ea007eea7e54e63142b82b882" alt="PM PM Info" width="1350" height="1150" data-path="images/PM-PM-Info.png" />
    </Frame>
  </Step>

  <Step title="Select Edit">
    <Frame>
      <img src="https://mintcdn.com/bizbone/xizK7fy5ycECF_1d/images/PM-PM-Edit-BP.png?fit=max&auto=format&n=xizK7fy5ycECF_1d&q=85&s=c90dc2ecdf6b52a67d2e24896e6edf00" alt="PM PM Edit BP" width="1350" height="1144" data-path="images/PM-PM-Edit-BP.png" />
    </Frame>
  </Step>

  <Step title="Fill in the required information ">
    <Frame>
      <img src="https://mintcdn.com/bizbone/xizK7fy5ycECF_1d/images/PM-PM-Edit-BP-C.png?fit=max&auto=format&n=xizK7fy5ycECF_1d&q=85&s=2973c9f282d5105a10e57be9d33d4c68" alt="PM PM Edit BP C" width="1350" height="1250" data-path="images/PM-PM-Edit-BP-C.png" />
    </Frame>

    Select **Update** to complete or **Cancel** to exit without saving changes. 
  </Step>
</Steps>

### Add a Contact

<Steps>
  <Step title="Navigate to Contacts">
    <Frame>
      <img src="https://mintcdn.com/bizbone/xizK7fy5ycECF_1d/images/PM-PM-Contacts.png?fit=max&auto=format&n=xizK7fy5ycECF_1d&q=85&s=c287b3df0d4c26ff89a6cf72c9d9a874" alt="PM PM Contacts" width="1350" height="638" data-path="images/PM-PM-Contacts.png" />
    </Frame>
  </Step>

  <Step title="Select Create Contact">
    <Frame>
      <img src="https://mintcdn.com/bizbone/xizK7fy5ycECF_1d/images/PM-PM-Add-C.png?fit=max&auto=format&n=xizK7fy5ycECF_1d&q=85&s=68bbb1a9406705ab7f043f83dc2162ca" alt="PM PM Add C" width="1350" height="638" data-path="images/PM-PM-Add-C.png" />
    </Frame>
  </Step>

  <Step title="Fill in the required information ">
    <Frame>
      <img src="https://mintcdn.com/bizbone/xizK7fy5ycECF_1d/images/PM-PM-Add-C-C.png?fit=max&auto=format&n=xizK7fy5ycECF_1d&q=85&s=4ce7e675c36a07f83d1b17a23cffe243" alt="PM PM Add C C" width="1350" height="1156" data-path="images/PM-PM-Add-C-C.png" />
    </Frame>

    Select **Add** to complete or **Cancel** to exit without saving changes. 
  </Step>
</Steps>

### Modify a Contact

<Steps>
  <Step title="Select an action ">
    <Frame>
      <img src="https://mintcdn.com/bizbone/B67JPaNiUWSHIJPt/images/PM-PM-Mod-Contact.png?fit=max&auto=format&n=B67JPaNiUWSHIJPt&q=85&s=b002d309bc26464b2726387bcd1c3a5b" alt="PM PM Mod Contact" width="1350" height="644" data-path="images/PM-PM-Mod-Contact.png" />
    </Frame>

    * **Edit**: Select the **edit icon** to update an existing entry
    * **Delete**: Select the **trash icon** to delete an existing entry. 
  </Step>

  <Step title="Confirm the action ">
    * **Edit:** Fill in the required information. Select **Save** to complete or **Cancel** to exit without saving changes. 
    * **Delete:** Select **Delete** to complete or **Cancel** to exit without saving changes. 
  </Step>
</Steps>

### Request an Account for a Business Partner Contact

<Steps>
  <Step title="Select the icon">
    <Frame>
      <img src="https://mintcdn.com/bizbone/B67JPaNiUWSHIJPt/images/PM-PM-Contact-Acct.png?fit=max&auto=format&n=B67JPaNiUWSHIJPt&q=85&s=815130d377a1cc40adcdbc1ce3cc5ea2" alt="PM PM Contact Acct" width="1350" height="644" data-path="images/PM-PM-Contact-Acct.png" />
    </Frame>
  </Step>

  <Step title="Fill in the required information ">
    <Frame>
      <img src="https://mintcdn.com/bizbone/B67JPaNiUWSHIJPt/images/PM-PM-Contact-Acct-C.png?fit=max&auto=format&n=B67JPaNiUWSHIJPt&q=85&s=ba7c66cafcd0045ee5ec21fd911b8fc5" alt="PM PM Contact Acct C" width="1350" height="1162" data-path="images/PM-PM-Contact-Acct-C.png" />
    </Frame>

    Select **Save** to complete or **Cancel** to exit without saving changes. 
  </Step>
</Steps>

### Add a Document to a Business Partner Record

<Steps>
  <Step title="Navigate to Documents">
    <Frame>
      <img src="https://mintcdn.com/bizbone/B67JPaNiUWSHIJPt/images/PM-PM-Doc.png?fit=max&auto=format&n=B67JPaNiUWSHIJPt&q=85&s=927c9e4165099bda2e0ffaed2a1fa8b2" alt="PM PM Doc" width="1350" height="730" data-path="images/PM-PM-Doc.png" />
    </Frame>
  </Step>

  <Step title="Select Add">
    <Frame>
      <img src="https://mintcdn.com/bizbone/B67JPaNiUWSHIJPt/images/PM-PM-Doc-A.png?fit=max&auto=format&n=B67JPaNiUWSHIJPt&q=85&s=a50f28f2c86b5dc932141a094fe9ee39" alt="PM PM Doc A" width="1350" height="730" data-path="images/PM-PM-Doc-A.png" />
    </Frame>
  </Step>

  <Step title="Fill in the required information ">
    <Frame>
      <img src="https://mintcdn.com/bizbone/B67JPaNiUWSHIJPt/images/PM-PM-Doc-A-C.png?fit=max&auto=format&n=B67JPaNiUWSHIJPt&q=85&s=c9871d037b30307d693fa95f109d53a2" alt="PM PM Doc A C" width="1350" height="950" data-path="images/PM-PM-Doc-A-C.png" />
    </Frame>

    Select **Save** to complete or **Cancel** to exit without saving changes. 
  </Step>
</Steps>
