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voltixERP

Questions and problems

Answers to common questions about customers and vendors.

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I cannot see Business Partners

Your user needs Business Partners switched on under App Access in Settings → Users.

There is no New customer button, or the screen says View only

You need Add customers or Add vendors (to add) or Edit customers/vendors (to change). Ask your administrator to add it to your auth group in Settings → Auth Groups.

I can add customers but the Vendor box is greyed out

Adding vendors is a separate permission, Add vendors.

"SAP keeps customers and vendors as separate records"

You ticked both Customer and Vendor. Create the partner twice, once as each.

"Business partner with this email already exists"

Another partner already uses that email. Search for it before creating a new one.

A partner has disappeared from the list

It was deleted or switched to inactive, and inactive partners are hidden. Click Inactive above the list to find it. See Add and edit partners.

The POS does not give this customer their own prices

The POS uses the terminal's price list, not the customer's. See Currencies, credit limits and payment terms.

The save failed with an SAP error

The partner is created or changed in SAP first. Read SAP's message in the form, correct the field it names and save again. Nothing was saved in Voltix.

Invoices for a customer do not reach QuickBooks

The customer was created in Voltix, not in QuickBooks. Create it in QuickBooks, wait for the sync, and use that customer.