Managing partners

Register your suppliers and customers as partners and you can pick them when recording Stock In and Stock Out. It leaves a record of where stock came from and went, and fills in the recipient on purchase orders and packing slips.

Opening the list

  • PC / tablet — “Partners” in the left menu
  • Phone — “More” → “Partner”

The search box matches on partner name, address, phone number and memo.

Registering one

  1. Press the + button at the bottom right.
  2. Fill in the fields:
Field What goes in it
Partner Name Required.
Postal Code / Address / Building/Room Printed as the recipient on purchase orders and packing slips.
Phone Number Contact details.
Memo Contact person, terms — anything you like.
  1. Save.

Names can’t be duplicated

Partner names must be unique within the company. To separate divisions of the same company, use names like “Acme Corp (HQ)” and “Acme Corp (Osaka).”

Filling in the address now means you won’t retype it later when creating documents. For anyone you deal with regularly, it’s worth doing up front.

Editing and deleting

  • Edit — from “Edit” on the detail screen.
  • Delete — from “Delete” on the detail screen. Admins and Members can do this; Viewers can’t. → Members
    • Past transactions with that partner remain. There’s no undo.

Using them on transactions

  • Pick a partner in the “Partner” field when recording Stock In or Stock Out.
  • It’s optional. You can leave it blank.
  • Transfer, Adjustment and Stock Count have no partner field — there’s no counterparty involved.

Importing from Excel and CSV

Partners can be registered and updated in bulk from an Excel workbook or a CSV file.

  • Partners are matched on partner name. An existing name is updated; a new one is created.
  • Only the columns you map are updated. Anything you leave out of the file keeps its current value.
  • Leaving a cell empty clears that field.

See CSV, Excel, label printing and images for details.

When something goes wrong

  • A partner with the same name already exists. … That name is taken. Use a different one.
  • Partner not found. … It was deleted, or doesn’t exist. Check the list.
  • Partner is required in CSV. … The partner name column isn’t mapped.