Managing partners
Managing partners
Managing partners
The Partners module covers both customers and suppliers. Reach it via Partners in the sidebar.
Partner list
The table shows company name, OIB, classification (Domestic / EU partner / Third country), primary contact, and status (Active / Supplier).
Filters:
- Search by name or OIB
- Classification filter
- Show inactive (checkbox)
Adding a new partner
Click New partner in the top-right corner.
Basic information
| Field | Note |
|---|---|
| Company name | Required |
| Trade name / short name | Optional, alternative name shown in lists |
| OIB | Optional, exactly 11 digits if provided |
| Classification | Required — Domestic / EU partner / Third country |
Address
| Field | Note |
|---|---|
| Street & number | |
| City | |
| Postal code | |
| County | |
| Country | ISO 2 code, default HR |
Payment terms
| Field | Note |
|---|---|
| Payment net days | 0–365 days; auto-applied to new invoices for this customer |
| Is supplier | Checkbox — marks partner as a supplier (inbound invoices) |
Notes
Free text for internal remarks.
Partner detail card
Clicking a partner in the list opens a tabbed detail card:
| Tab | Content |
|---|---|
| Basic info | Company data, address, payment terms, credit limit, discount |
| Contacts | Contact persons with phone, email, and role |
| Bank accounts | IBAN, BIC/SWIFT, bank name |
| Delivery addresses | Alternative delivery addresses |
| KPD overrides | Customer-specific KPD code assignments for products |
Contacts
For each contact person enter:
- Full name (required)
- Role (e.g. Director, Accountant)
- Email and Phone
- Primary contact — checkbox
Bank accounts
| Field | Note |
|---|---|
| IBAN | Required, 15–34 characters |
| BIC/SWIFT | Optional, max 11 characters |
| Bank name | Optional |
| Primary account | Checkbox |
Delivery addresses
| Field | Note |
|---|---|
| Label | e.g. “Warehouse”, “Retail” |
| Street & number | Required |
| City | Required |
| Postal code | Required |
| Country | ISO 2, default HR |
| Default address | Checkbox |
Additional payment terms (edit mode)
| Field | Note |
|---|---|
| Payment discount (%) | 0–100% |
| Discount days | Number of days within which discount applies |
| Credit limit (EUR) | Maximum outstanding receivable amount |