View business partners

  1. Click Setup → Business Partners.
  2. Brew Ninja will display a paged list of business partners. 
  3. Enter part of the name of the business partner or your account manager for them to search by name or account manager.
  4. Select whether to include vendors, customers, or both.
  5. Select whether to include active or inactive business partners, or both.
  6. Click Go.
  7. Brew Ninja will filter business partners by the criteria you have specified.

Edit a business partner

  1. Search for the business partner you wish to edit.
  2. Click the edit button.
  3. Edit the business partner's details as required. For more information on business partner details, visit this article.
  4. Click Update to apply your changes.

Create a business partner

  1. Go to the business partner view page.
  2. Click Add.
  3. Fill in the business partner's details as required.
  4. Click Update to apply your changes.