View business partners
- Click Setup → Business Partners.
- Brew Ninja will display a paged list of business partners.
- Enter part of the name of the business partner or your account manager for them to search by name or account manager.
- Select whether to include vendors, customers, or both.
- Select whether to include active or inactive business partners, or both.
- Click Go.
- Brew Ninja will filter business partners by the criteria you have specified.
Edit a business partner
- Search for the business partner you wish to edit.
- Click the edit button.
- Edit the business partner's details as required. For more information on business partner details, visit this article.
- Click Update to apply your changes.
Create a business partner
- Go to the business partner view page.
- Click Add.
- Fill in the business partner's details as required.
- Click Update to apply your changes.