**|** {{:icons:menu-blk.png?16|}} Basic Data **|**
====== Partners ======

Customers, suppliers, members of associations or political parties, individuals, banks and so on are all partners of the company, and their data is maintained here.

For the purposes of various automatic processing, every partner is assigned one of the following types:

  * //**Individual**// — citizens, employees, members of associations and political parties. Personal data and any information that could identify a person is subject to GDPR rules. The [[brix:en:solutions:gdpr:start]] module is intended for keeping the records required by GDPR.
  * //**Business**// — companies, sole traders, associations, political parties and similar.
  * //**Temporary partner**// — used in situations such as issuing an invoice to a customer whose name, address and similar data we do not need.

===== How to... =====

==== Entering a new partner ====

{{page>brix:en:partners:new&noheader}}

==== Other procedures ====

  * [[brix:en:partners:pdvstat|Updating the VAT status and check date of partners]]
  * [[brix:en:partners:2obrta1oib|Entering two or more sole trades of the same owner]]

===== List =====

[[brix:en:filter_search:start]]

  * **[[brix:en:partners:list]]**\\ The filter that determines which partners are loaded, the list columns and what **Search** looks up a partner by.

===== Buttons =====

  * {{:icons:upload-btn_tea.png?20|}} — Import of partners from a list in a CSV file.
  * {{:icons:download-btn_grn.png?20|}} — Download of the list of OIBs for checking the VAT status of partners; the procedure is described in [[brix:en:partners:pdvstat]].
  * {{:icons:upload-btn_org.png?20|}} — Update of the VAT status of partners from the Tax Administration file; the procedure is described in [[brix:en:partners:pdvstat]].
  * {{:icons:add-btn_pnk.png?20|}} — Entry of a new partner; the procedure is described in the section [[#entering_a_new_partner|Entering a new partner]].

===== Data tabs =====

  * **//[[brix:en:partners:basic]]//**\\ Partner type, identifiers, address, contact details and economic activities.
  * **//[[brix:en:partners:konta]]//**\\ Accounts the partner is posted to.
  * **//[[brix:en:companies:email]]//**\\ Email addresses of the partner and their purpose.
  * **//[[brix:en:partners:odjeli]]//**\\ Departments, branches and subsidiaries of the partner, with the [[brix:en:partners:fina_id|FINA ID]] of the business unit for eInvoices to public procurement entities. How a department is selected on a document is described in [[brix:en:odjel_osobe]].
    * {{:icons:important.png?16|}} The tab is not shown if the partner is also a company in Brix.
  * **//[[brix:en:partners:kontakti]]//**\\ Contact persons at the partner.
  * **//[[brix:en:iban]]//**\\ Bank accounts of the partner.
  * **//[[brix:en:partners:uvjeti]]//**\\ Terms of business with the partner.
  * **//[[brix:en:partners:recurring_invoices]]//**\\ Shown if the company uses the [[brix:en:invoices]] module. The entered data enables automatic periodic invoicing of goods and services.
  * **//[[brix:en:account]]//**\\ Overview of the partner's debits and payments, by account and with a printout of the account card.
  * **//[[brix:en:tab_dms]]//**\\ Adding, viewing and updating documents related to the partner, e.g. contracts and copies of documents.
    * {{:icons:important.png?16|}} The tab is shown only to companies subscribed to the [[brix:en:solutions:dms]] module.

===== Printouts =====

From the list, using the document icon in the upper right corner of the form:

  * **Recurring Invoices**\\ Overview of all services entered for recurring invoices.
  * **List of Debtors**\\ List of partners with outstanding debt as of the printout date. For each partner the contact, client manager, total debt and overdue debt are printed, with totals at the end. In the dialog before printing, a //**{Client manager}**// can be selected; the printout then covers only the partners assigned to that client manager by the //**{Client manager}**// field in the **//[[brix:en:partners:basic]]//** tab.
    * {{:icons:important.png?16|}} A client manager is offered in the dialog only if entered both as an employee and as a Brix user.
  * **Codes**\\ Short list of partners with an entered [[brix:en:partners:basic#partner_code|code]], showing OIB, code and name. Used primarily as an aid when entering the customer for an R1 invoice on the fiscal scale [[vage:sunmicrofiscal:]].

From the form, using the icons in the dialog header:

  * {{:icons:folder_open-blk.png?20|}} [[brix:en:journal:ios]]
  * {{:icons:local_shipping-bar_dgr.png?20|}} Address label on A4

===== Limitations =====

<note important>
Basic data of partners that are also Brix users **cannot be edited** through the //**[ Partners ]**// form. That data can be updated only through the [[brix:en:companies]] form, and access and editing are allowed only to administrators of the company concerned. For such partners neither the //**{Search for Address}**// field in the **//[[brix:en:partners:basic]]//** tab nor the **//[[brix:en:partners:odjeli]]//** tab is shown.
</note>

<note>
If a new business that has "inherited" the OIB of a former business needs to be entered, submit a support request stating the data of both the inactive and the new business.
</note>