Business Partners

The Business Partners module is the central hub for managing all relationships with customers, vendors, leads, and partners. It provides tools for organizing, categorizing, and controlling access to business partner data across your organization.

Platform Capabilities

• Technical Summary — High-level overview of shared platform behaviors used in this module.
• Platform Capabilities — Shared cross-module capabilities for EZY Portal.

Partners

Manage the core business partner records:

• Business Partners List — View, search, filter, and manage all business partners.
• Create Business Partner — Add new customers, vendors, or leads using a guided wizard.
• Business Partner Detail — View comprehensive information including contacts, addresses, tax info, and financial data.
• Edit Business Partner — Update existing partner information.
• Account Statement — Review transaction history and balances.

Contacts

Manage contact persons associated with business partners:

• Contacts List — Browse and search all contacts.
• Contact Detail — View individual contact information.

Groups

Organize business partners into categorized groups:

• Groups List — Manage categorization groups.
• Group Detail — View group members and manage assignments.

Teams & Regions

Set up organizational hierarchy and manage geographic territories:

• Teams List — Manage region teams and their structure.
• Team Detail — Assign members and configure region coverage.
• Regions — Manage sales territories and geographic regions.

Payment Terms

Define payment conditions used across sales and purchase documents:

• Payment Terms — Configure terms like Net 30, Net 60, Cash on Delivery, etc.

BP Settings

Configure module-wide defaults and access control. The settings page is organized into three tabs:

Scope Tab

Configures scope-based access control — restricting which business partners users can see and edit based on team and region assignments.

Four configuration cards:

1. Enforcement Mode — Radio group with three options: Off, Soft, Enforced
2. Unassigned Business Partners — How to handle BPs with no region assignment
3. Admin Override — Toggle to let admins bypass scope restrictions
4. Leader Permissions — Toggle to let team leaders edit child team regions

See Scope Settings for full field documentation.

Countries Tab

Controls which countries appear in address forms and sets a default country.

Two configuration cards:

1. Allowed Countries — Multi-select list with add/remove and badge display
2. Default Country — Dropdown pre-filtered to allowed countries

See Country Settings for full field documentation.

Commercial Defaults Tab

Sets default payment terms for sales and purchase documents when a business partner has none configured.

Two configuration cards:

1. Default Sales Payment Terms — Payment terms dropdown for sales documents
2. Default Purchase Payment Terms — Payment terms dropdown for purchase documents

See Commercial Settings for full field documentation.