Add customers and suppliers
Save partner details once, then use them on sales, purchasing, invoices, and statements.
Arata keeps customers and suppliers in Partners. A partner can be a customer, a supplier, or both. Their contact and payment details are available when you create sales and purchase documents.
Add a partner
- Open ERP → Partners and choose New partner.
- Select the partner type and enter the name. Add the email, phone, address, tax details, and other information you use.
- Save the record. Add additional contacts from the partner page if several people at the organization work with your team.
You can search and filter the partner list. Open a partner to review its related documents and, where available, its statement.
Set terms and prices
If your organization uses payment terms, assign them on the partner record so new invoices can use the agreed due date. Customer price lists can define prices by product and quantity; assign the list to the customer to use it on sales documents.
Archive a partner
Use Archive when you no longer work with a partner. Archived records stay in Arata so past orders and invoices keep their history. Restore a partner if you need to use it again.
You need partner permissions to add or change records. Ask an administrator if the create or edit actions are unavailable.