Tab Details on partners

On the partner's Details tab, you will find information about postings, orders, statistics, and much more.

In the Details box, you’ll find several tabs with information about postings, offers, orders, invoices, documents, etc. This guide focuses on the most commonly used features. Links to additional options are provided at the bottom.

Postings

At the top of the posting overview, you can select a date filter to define which postings you want to view. You can also choose whether, within the selected date range, you want to see:

• All postings
• Open postings
• Parked postings

From the menu on each posting (the three dots), you can:

• Go to the related document
• Edit invoice details
  • Park a voucher
  • Add a note
  • Edit supplier invoice number
• Change due date
• Delete ➡️ partial settlement

If a posting contains a note, a note icon will be shown. Hover over the icon to preview the text.

➡️ Read more about parking and notes

Offers, Orders, and Invoices

In the Offers, Orders, and Invoices tabs, the partner’s sales and purchase orders are displayed by status. These views correspond to the general order overview but are filtered for the selected partner.

You can also quickly create a new sales or purchase order directly from these tabs.

➡️ Read more about the order module here

Partner, Article Statistics

Under the Partner, Article Statistics tab, you'll find an overview of purchases and sales by article number within the selected period.

⚠️ Note: The statistics only include postings linked to an article number. Invoices created without an article number or through voucher registration are not included.

Statistic

In the Statistics tab, a graphical overview of the partner’s purchases and sales per fiscal year is displayed.

Other Tabs

➡️ Subscriptions: View/create subscriptions

➡️ Article Mapping: View/create article mappings

➡️ Documents: View/attach documents to the partner

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