Skip to content
EZY Wiki

Edit Business Partner

Edit an existing business partner using a tabbed form that separates information into four categories. All fields on the current tab are pre-populated with the partner’s existing data.

Edit Business Partner — Basic tab

Accessing the Page

Section titled “Accessing the Page”

From the Business Partners list, click on a row to open the detail page, then click Edit. You can also navigate directly to /business-partners/:id/edit.

  • Route: /business-partners/:id/edit
  • Component: BusinessPartnerEdit.tsx

Form Tabs

Section titled “Form Tabs”

The edit form is organized into four tabs:

TabDescription
BasicGeneral information, classification, and group memberships
Financial & BusinessTax information and commercial settings
ContactCommunication details and primary contact
AddressesBilling, shipping, and office addresses

Basic Tab

Section titled “Basic Tab”

Edit Business Partner — Basic tab

The Basic tab contains the partner’s general information under the General Information card.

Basic Details

Section titled “Basic Details”
FieldEditableDescription
NameYesBusiness partner display name (required)
Legal NameYesRegistered legal company name

Status & Classification

Section titled “Status & Classification”
FieldEditableDescription
StatusYesActive, Inactive, or On Hold (default: Active)
IndustryYesIndustry classification

Segment

Section titled “Segment”
FieldEditableDescription
SegmentYesMarket segment (e.g., Enterprise, SMB)

Roles & Groups

Section titled “Roles & Groups”
FieldEditableDescription
Business RolesYesMulti-select roles (e.g., Customer). At least one role is required.
Group MembershipsYesAssign the partner to groups. Only groups matching the selected roles (and “any” scope groups) are shown.

Financial & Business Tab

Section titled “Financial & Business Tab”

Contains tax information and commercial settings such as RUC, DV, Tax ID Type, Fiscal Customer Type, Tax Scheme, Withholding Code, Tax Exempt toggle, Currency, and Credit Limit.

Contact Tab

Section titled “Contact Tab”

Contains contact information such as Email, Phone, Mobile, WhatsApp, Website, Preferred Channel, and Language Preference. Also includes an optional Primary Contact section.

Addresses Tab

Section titled “Addresses Tab”

Add, edit, or remove addresses for the business partner. Each address can be tagged with a type and includes fields such as Street, City, State, ZIP, and Country.

Custom Fields

Section titled “Custom Fields”

When custom fields are configured for your tenant, additional fields are shown in the edit experience and validated by field definition.

  • Unsupported or invalid values are rejected during save.
  • Nullable custom values can be cleared without affecting other saved fields.

Editing a Business Partner

Section titled “Editing a Business Partner”
  1. Open a business partner from the list to view its detail page
  2. Click Edit
  3. Modify fields across the relevant tabs
  4. Click Save Changes to apply updates, or Cancel to discard changes

Action Buttons

Section titled “Action Buttons”
ButtonBehavior
CancelDiscard any changes and return to the detail page
Save ChangesPersist all modifications across tabs

Validation Rules

Section titled “Validation Rules”
RuleBehavior
Name requiredCannot save without a value
Business Roles requiredAt least one role must be selected
Email formatValidated against standard format if provided

Messages

Section titled “Messages”
EventMessage
Update success”Business partner updated successfully”
Update error”Failed to update business partner”
Section titled “Related Pages”