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Partner Type

Is the company branded or no? Add the type of companies by following the steps below.

Add Partner Type

From the main menu select the "Company Type" section then press the "Add" button and start to fill in rows:

Customer

  • Title - This field is required.
  • Branded - Only companies whose entity type is "Legal" can be branded. For the "Individual" companies the brand is "Default" no matter type of company.
  • Status - Status already set "Active" by default.
    On your work process, when you will have necessary to remove any row just change the "Active" status to the "Passive".

From the same page you can go to the List and see your added row. See the picture.

Save information by clicking "Save".

Partner Type List

For filter, ordering and pagination see the Note.

Note:
Product_list - You have permission to search for any product you need with the "Filter" button. If you want to reset and return to the List page click on th section icon.

Product_list - With ordering you can sort the rows alphabetically: Product_list from A - Z and Product_list from Z - A

Product_list - Use the arrows for pagination

The Company Type has the following sight. There are shown the Id, Title, Status.

See the picture below:

Product_list

Edit Partner Type

Editing is the easiest function in the system. For edit, you must go to the Menu Company Type Edit.
(Click here to see how to edit.)

Click on the pencil symbol and change the row you need.


Important:
Keep attention that the company by default does not have opportunity to copy.


Click "Save" to save the changes.

Copy Partner Type

If you want to copy a Company Type go to the Menu Company Type Copy.
(Click here to see how to copy.)

Click on the mentioned symbol and copy the row you need.


Click "Save" to save the company type you copied.

Partner Type Details

For seeing Company Type details go to Menu Company Type Details.
(Click here to know more about details.)

Click on the mentioned symbol and you will see the details page. All information is shown on this page.



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