{{:icons:apps.png?16|}} [[brix:en:partners]] ====== ~ BASIC ~ ====== The tab holds the basic data of the partner: type, identifiers, address, contact details and economic activities. Some fields are shown only for a particular partner type or depending on company settings, which is stated next to the field. ===== Meaning of the data ===== * //**{Individual}**//, //**{Business}**//, //**{Temporary}**// — Partner type.\\ For a partner marked as //**{Individual}**// an incoming invoice cannot be saved; business events with an individual are described on the page [[brix:en:inc_invoices:fizicka_osoba]]. * //**{Bank}**//\\ Marked if the partner is a bank. * //**{Card Company}**//\\ Marked if the partner is a company handling card payments with debit and credit cards. Examples: Corvus Pay, Erste Card Club, PBZ American Express, PayPal. * //**{Courier}**//\\ Marked if the partner provides delivery services, e.g. Hrvatska pošta, Wolt, Glovo, GLS, DPD and similar. * //**{School}**//\\ Marked if the partner is a school institution, e.g. a primary school, secondary school or grammar school. Does not include driving schools, sports schools and similar. The field is used in the [[brix:en:StudentService]] module. * //**{Registered with AMS}**//\\ Shown only for individuals. Indicates whether the individual is registered with AMS (the Croatian metadata services directory). See [[brix:en:invoices:ams]]. * //**{VAT Status}**// and //**{Check Date}**//\\ For partners with a registered office in Croatia, the VAT status of the entrepreneur and the date the check was performed on the [[https://porezna.gov.hr/RpoProvjeriObveznikaPdvWeb/upit/jednostruko|Tax Administration portal]] are entered. The data is used in the VAT calculation. * The {{:icons:open_in_new.png?20|}} icon next to the //**{VAT Status}**// field opens the Tax Administration page //Provjera obveznika u sustavu PDV-a// in a new browser tab. * The {{:icons:history.png?20|}} icon enters today's date into the //**{Check Date}**// field; the date can also be selected from the calendar. * {{:icons:important.png?16|}} The data must be correct and up to date — with outdated data an incoming invoice for that supplier cannot be entered. * {{:icons:tip.png?16|}} Both data can be updated by a batch process for all partners at once. The procedure is described in [[brix:en:partners:pdvstat]]. * //**{[[brix:en:countries|Country]]}**//\\ Country of the partner's registered office. The country determines the VAT calculation, the VAT ID check and the printing of the [[brix:en:invoices:fta|EU preferential origin clause]] on export invoices. * //**{Currency}**// * //**{[[brix:en:partners:oib]]}**// * //**{MBS/MBO/RNO}**// * MBS — company registration number in the court register. * MBO — insured person's number, the nine-digit number from the HZZO health card, or the registration number of a sole trade. * RNO — number in the Register of Non-Profit Organisations. * //**{Entity ID}**//\\ Registration number of the Croatian Bureau of Statistics (MB DZS). * //**{[[brix:en:partners:vat_id]]}**// * //**{Name}**//, //**{Name - Second Line}**//, //**{First name}**//, //**{Surname}**//\\ The //**{First name}**// and //**{Surname}**// fields are shown only for individuals. * //**{Subsidiary of}**//\\ If a department (branch or subsidiary) of a partner is being entered, the business the entered partner belongs to is entered here. Used when a partner's department was wrongly entered as an independent business. The rule is that a partner's departments are entered in the [[brix:en:partners:odjeli]] tab. An example of a partner with departments is Hrvatske šume with the departments Uprava šuma podružnica Delnice, Bjelovar, Gospić, Karlovac and so on. * //**{Search for Address}**//\\ Address lookup from the code book. Selecting an address fills in the //**{Number}**//, //**{Street}**//, //**{Post code}**//, //**{Town/City}**//, //**{Settlement}**//, //**{Municipality}**// and //**{County}**// fields. * //**{Number}**//, //**{Street}**//, //**{Post code}**//, //**{Town/City}**// * //**{Settlement}**// and //**{Municipality}**//\\ Taken from the settlements code book when the address is selected, and serve to locate the partner more precisely. * //**{County}**// * //**{email}**// * //**{Web Address}**//\\ The {{:icons:open_in_new.png?20|}} icon opens the entered page in a new browser tab. The icon is shown only when the field is filled in. * //**{Phone}**//, //**{Mobile}**//\\ The country dialling code is selected in front of the number. * //**{[[brix:en:partners:fina_id]]}**//\\ For business units of the partner the data is entered in the **//[[brix:en:partners:odjeli]]//** tab. * //**{BIC (SWIFT)}**//, //**{Bank leading number}**// and //**{[[brix:en:partners:fatca_giin]]}**//\\ Shown only for a partner marked as //**{Bank}**//. * //**{BIC (SWIFT)}**// — International bank identifier code, also known as the SWIFT code. * //**{Bank leading number}**// — Leading number of the bank, corresponding to characters 5 to 11 of the IBAN. Used for automatic IBAN entry when closing [[brix:en:bank_statements|bank statements]]. * //**{[[brix:en:partners:fatca_giin]]}**// — Identification code assigned to financial institutions by the US tax authority (IRS) under FATCA regulations. * //**{Code}**//\\ Shown only if the **//G_SIFP//** switch is enabled in the company settings. Described in the section [[#partner_code|Partner code]]. * //**{Authorized}**//, //**{Function}**// * //**{Basic Economic Activity}**//\\ One activity code according to NKD 2025. * //**{Referent}**//\\ Employee of the company who "looks after" that customer or supplier. * //**{[[brix:en:o_nacinima_placanja|Web Shop Payment Type]]}**//\\ Shown if the partner is a card company or a delivery service with cash on delivery. If the company has a [[brix:en:web_shop_integracija|web shop]] with card payment or cash on delivery, the web shop payment type linked to the [[brix:en:o_nacinima_placanja:Kartica|card company]] or [[brix:en:o_nacinima_placanja:Pouzeće|delivery service]] is selected here. Brix allows entering the following: * 2Checkout * Stripe * Corvus Pay * PayPal * PPEC PayPal * COD (cash on delivery) * //**{All Economic activities}**//\\ List of **all** activities according to NKD 2025 the partner is registered for, including the basic activity. The basic activity is entered first. If the partner is also a company in Brix, the data determines the offer of KPD codes in the //**[ [[brix:en:goods]] ]**// form. * Activities can be checked by NKD 2025 on the pages of the [[https://web.dzs.hr/adrRPS.htm|Croatian Bureau of Statistics]], and for sole traders by NKD 2007 and NKD 2025 on the pages of the [[https://pretrazivac-obrta.gov.hr/pretraga|Trades Register search]]. * {{:icons:important.png?16|}} If the partner is also a company in Brix, //**{Basic Economic Activity}**// and //**{All Economic activities}**// cannot be changed in this form. That data is corrected exclusively by **administrators of that company**, in the [[brix:en:companies]] form. * //**{[[brix:en:tags]]}**// * //**{Notes}**//\\ Free text about the partner for internal use. Only employees of the company see it, and it is not printed on documents sent to the partner. ===== Buttons ===== * {{:icons:local_shipping.png?20|}} — Printing an address label for sticking on parcels. The icon is in the dialog header. * **SAVE** — Saves the entered data. * **DELETE** — Deletes the partner. The action has to be confirmed in the //**[ Confirm ]**// dialog. ===== Entering a partner ===== The procedure for entering a new partner and the naming rules are described in [[brix:en:partners:novi]]. ===== Partner code ===== The //**{Code}**// field is shown if so set in the company settings, with the **//G_SIFP//** switch. The code is used primarily to make customer entry easier when issuing invoices on fiscal scales. The fiscal scale recognises the code when it is entered for issuing R1/R2 invoices. * The code can have at most 6 characters. * It should preferably be short and alphabetic, since entering digits on the scale is more complicated than letters. * It should preferably be associated with the customer's name. E.g. for a partner named "MICRO PROCESS" the code can be "MP". The customer code must not be "K", "OTP" or "IZD", as those names have a special meaning on the fiscal scale.