Add a Business Partner
1
Navigate to Business Partners

2
Select Create Business Partner

3
Fill in the required information

Deactivate a Business Partner
Removes the business partner from active use without deleting their record. The partner remains stored in the system and can be reactivated later, but cannot be used in new transactions while inactive.1
Select a Business Partner

2
Select Deactivate

3
Confirm the action

Delete a Business Partner
Permanently removes the business partner and all related information from the system. Partners with existing transactions cannot be deleted. This action cannot be undone.1
Select the Delete icon

2
Confirm the action

