Lead, Customer & Vendor Details
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Description of Fields used for Leads, Customers and Vendors
Prerequisites
- To view partners, you require the Setup Access → Business Partners → Access role.
- To edit partners, you require the Setup Access → Business Partners → Modify role.
Getting there
- Navigate to the Transactions → Customers/Vendors page.
- Click on the blue pencil icon in the same row as the customer or vendor whose details you wish to view or adjust. The icon will say Edit Business Partner when you hover over it.
Details
This tab provides a high-level overview of your business partner.
| Name | The name of the business partner |
| Type | Indicates whether the business partner is a lead, customer, or vendor |
| Account Manager | The employee responsible for managing the business partner's account |
| Status | Indicates if the business partner is currently active or inactive |
| Image | The business partner's logo |
Type
There are three types of business partner to choose from in Brew Ninja; a lead, a customer, or a vendor.
- Leads are business partners that you have not yet sold to. Sales orders cannot be created for leads until they are converted to customers. To convert a lead to a customer go to Transactions: Customers/Vendors, find the lead, and then click the green start icon to the right. Once a lead has been converted into a customer you will be able to create a sales order for that customer in Brew Ninja. Leads cannot be synced to QuickBooks Online, or Square.
- Customers are business partners who you sell your product to. You can create sales orders, or retail sales to theses customers when they purchase your product. Customers can be synced to QuickBooks Online and Square.
- Vendors are business partners who you purchase supplies from. You can create purchase orders in Brew Ninja to record purchases of raw materials, merch etc. Vendors can be synced to QuickBooks Online.
Location
This tab specifies information concerning your business partner's location.
Once an address has been entered, you can click Validate Address to ensure that a valid address was entered and view the location on Google Maps.
| URL | A link to the business partner's website |
| Details | The business partner's suite number, door number, etc |
| Address | The business partner's street address |
| City | The business partner's city |
| Province | The business partner's province or state |
| Postal Code | The business partner's postal code |
| Country | The business partner's country |
Contacts
This tab identifies your contacts within your business partner's organization.
Contact Details
| Name | The first and last name of the contact |
| Phone | The contact's phone number |
| The contact's email, which may be used to email them certain documents depending on their roles | |
| Roles | The roles (described below) assigned to the contact |
Contact Roles
| Billing | Contacts with this role will automatically have their email address included in the list of addresses when sharing a sales order |
| Manager | Contacts with this role are designated as a manager |
| Shipper/Receiver | Contacts with this role will receive a link to the delivery document when a delivery is executed |
Classification
This tab classifies your business partner's type (customer/vendor), category and region.
| Type | Indicates if the business partner is a lead, customer or vendor |
| Category | The business partner's category |
| Region | The business partner's region category |
| Billing Category | The business partner's billing category |
| Route | The business partner's delivery route |
Pricing
This tab indicates your business partner's discounts, currency and payment terms.
| Discount | The default discount for this business partner on sales orders and retail sales |
| Government | Indicates if the business partner is a government partner based on their category |
| Default Currency | The currency used by the business partner |
| Licensee Number | The business partner's licensee number |
| Payment Terms | The business partner's payment term category |
| Reorder Period | The reorder period (in days) for the business partner |
Notes
This tab allows you to record any additional information concerning your business partner.
Notes are private and cannot be seen by your business partner.
| Notes | General notes about your business partner |
| Internal Sales Notes | Notes about your business partner that could be useful to your sales and delivery employees |
Help
This tab repeats some of the information concerning contacts included within this article.
Tips and Tricks
- The business partner's type cannot be changed between customer and vendor after creation.
- Many of the business partner fields are optional and do not need to be filled out for every customer and vendor.
Further Reading
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