Business Partners shows the company, branch, warehouse and staff structure of your account on one screen. That structure is the basis for documents, stock and permissions. If you work with more than one company or branch, "which location does this record belong to?" is answered here.
You can align your company tree from Mikro, Logo or Piconn through the sync.
This module is on web.
Who is it for?
System and group administrators read and manage the company, branch and warehouse structure. HR and operations teams use the staff view. IT sets up the organisation sync with your existing system. Module users pick the right branch and warehouse when they raise a document.
How it works
You open a company record with its identity details. A branch divides sales and stock scope. A warehouse represents a physical location.
The warehouse record decides the scope for stock and goods receipt. Picking the wrong warehouse creates a movement discrepancy.
The staff view is your reference when assigning equipment, drivers or permissions. You search it quickly while granting rights.
If you run more than one company, a user only sees the companies they are entitled to. That lowers the risk of raising a document against the wrong branch.
When you open a new branch, define its warehouse and its permissions at the same time.
When you deactivate a branch, no new document can be raised against it. Historic records stay readable.
This structure overlaps with and completes the settings in Company & System. Lists share the list experience rules. Permissions decide which user sees which company. The multi-company feature makes the scope selection explicit. If you already run another system, system sync aligns the organisation tree.
Benefits
Your organisation structure is visible on one screen.
Ambiguity drops in multi-company and multi-branch setups.
The scope a document was raised under is clear.
The company tree in your existing system can be kept in sync.
In a group structure, cross-company report breakdowns line up with the multi-company feature.
Related modules
- Company & System — setup and HR
- Master Definitions — locations and master data
- Integration — organisation sync
- Dashboard & Sign-in — sign-in scope
Related features
Permissions, multi-company, list experience, system sync, modular licensing, notifications.
Short FAQ
How is this different from the Company module? Company & System is the centre for setup, settings and permissions. Business Partners presents the company, branch, warehouse and staff view. The two are used together.
Is it available on mobile? No. This module is on web.
Next step
Settle your company, branch and warehouse tree first. Pilot it together with the permission matrix. Open the sync with your existing system as a second step. Begin with Try Free, or choose from the Modules catalog.