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Add and edit partners

Create a customer or vendor, change their details, and remove partners you no longer deal with.

Show the steps for

Add a customer or vendor

  1. 1In Business Partners, click New customer (on the Vendors list the button is New vendor). The form opens on the right.
  2. 2Under Partner type, choose Customer or Vendor.
  3. 3Enter the Name (the only required field) and, if you have them, E-mail, Phone, Street address and City / island.
  4. 4Check the Currency, and optionally set a Credit limit and Payment terms. See Currencies, credit limits and payment terms.
  5. 5Add a GST number, Tax ID and Notes if needed.
  6. 6Click Create customer (or Create vendor).
The new partner form
New business partner: choose the type, fill in the name and contact details, then Create customer.
Important. The Currency box starts on your company's base currency. Change it for a customer who is billed in another currency.
Note. A new partner is either a customer or a vendor. If you both sell to and buy from the same company, create it twice: once as a customer and once as a vendor.
Tip. Two partners cannot share the same email address. If Voltix says the email already exists, search for it: the partner is probably there already.

Voltix gives each new partner its own number: customers C-0001, C-0002 and so on, vendors V-0001 and so on.

The partner is created in SAP Business One first. When SAP accepts it, a message shows the new SAP card code, for example Customer created in SAP as C00125. If SAP refuses, nothing is saved in Voltix and the form shows SAP's message; correct it and try again.

Create customers and vendors in QuickBooks. They appear in Voltix after the next sync. A partner created in Voltix is not sent to QuickBooks, so its invoices cannot be posted to QuickBooks.

Add a customer while you sell

In the Sales app, salespeople with the right permission can add a new customer straight from a quotation or invoice. See Sales setup.

Change a partner

  1. 1Click … at the end of the row and then Edit, or click the row and then Edit.
  2. 2Change what you need.
  3. 3Click Save changes.

Changes are sent to SAP first. If SAP refuses them, nothing changes in Voltix.

Delete or deactivate a partner

Click … at the end of the row, then Delete partner, and confirm. The partner is not erased: it is made inactive, so it disappears from the list and the pickers, but old sales and purchases still show its name.

Switching Active off in the form has the same effect.

Tip. To bring a partner back, click Inactive above the list, open the partner, click Edit and switch Active on.