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Business Partners — User Manual

Business Partners are the companies and contacts your organisation trades with in LumberLinq. A partner can be a buyer, seller, exporter, importer, or both buyer and seller.

Business Partners are used across consignments, tally sheets, inventory, documents, and reports.

View Business Partners

Open Business Partners > View Business Partners.

Business Partner list

The list shows partner name, party type, contact person, phone, tax ID, registration type, country, status, and row actions.

You can:

  • Search partners.
  • Filter by status.
  • Sort table columns.
  • Edit a partner.
  • Activate or deactivate a partner.
  • Delete partners when they are not protected by related records.

Search Partners

Use the search box to find partners by name, email, contact person, or tax ID.

Search demo partners

Add a Business Partner

Click New Partner.

The form is split into tabs.

Identity

Create Identity tab

Required fields include:

  • Company Name
  • Party Type
  • Registration Type
  • Tax ID or GSTIN
  • Party Category

Party Type options include Buyer, Seller, and Both.

Contact & Location

Create Contact and Location tab

Required fields include:

  • Email
  • Phone 1
  • Address Line 1
  • Country
  • Zip Code

Country, state, and city fields are selected from dropdowns.

Operations

Create Operations tab

Use Operations for internal details such as linked user ID, external code, tags, and notes.

Attachments

Create Attachments tab

Attachments are available after the partner is saved.

Bank Accounts

Create Bank Accounts tab

Click Add Bank Account to add banking details such as bank name, account number, IFSC/SWIFT, and currency.

Edit a Business Partner

Open a partner from the list or click the edit action.

Edit Identity tab

Make changes and click Update Partner.

Attach Files to a Partner

Open an existing partner and select Attachments.

Edit Attachments tab

You can upload supporting files such as tax certificates, compliance documents, or trade documents.

Maintain Bank Details

Open an existing partner and select Bank Accounts.

Edit Bank Accounts tab

Existing bank accounts appear as account cards. You can add or remove accounts as needed.

Activate or Deactivate a Partner

Use the status action from the list.

Deactivate confirmation

Inactive partners are hidden from new transactions but remain available for historical records.

The owner company cannot be deactivated.