{{: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. The fields are listed in the order they appear on screen. Some fields are shown only for a particular partner type or depending on company settings, which is stated next to the field.

<note important>
If the partner is also a company in Brix, its basic data is edited exclusively by **administrators of that company**, in the [[brix:en:companies]] form. For such a partner the //**{Search for Address}**// field is not shown in this tab, and the form has no **//~ DEPARTMENTS ~//** tab.
</note>

===== 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]].
  * //**{[[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}**//
  * //**{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]].
  * //**{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.
  * //**{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-tea.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-gry.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: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]]}**//
  * //**{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. The field is not shown if the partner is also a company in Brix.
  * //**{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}**//\\ The envelope icon next to the field opens the email client with the entered address as the recipient. The icon is shown only when the field is filled in.
  * //**{Web Address}**//\\ The {{icons:open_in_new-tea.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. The handset icon next to the field starts a call to the entered number; the icon is shown only when a number is entered.
  * //**{[[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 feature is enabled for the company. Described in the section [[#partner_code|Partner code]].
  * //**{Authorized}**//, //**{Function}**//\\ The function of the authorised person is selected from a list: Director, Sole Trader Owner, Chairman, Chairman of the management board, Management board member, Headmaster, Procurator, Proxy, Secretary, City Mayor, Town Mayor, Governor.
  * //**{Basic Economic Activity}**//\\ One activity code according to NKD 2025. Shown with the classification year, code and name, e.g. //2025. - G46.90. - Nespecijalizirana trgovina na veliko//.
  * //**{Client manager}**//\\ 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:integrations:woo|webshop]] 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:pouzece|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 in the dialog header:

  * {{icons:local_shipping-bar_dgr.png?20|}} — Prints an address label for sticking on parcels.
  * {{icons:folder_open-blk.png?20|}} — Prints the partner's [[brix:en:journal:ios|statement of open items]].

Buttons at the bottom of the tab; the //Add// dialog shows only **SAVE**, while **DELETE** appears only in the //Edit// dialog:

  * <color #ffffff/#0087ab>**SAVE**</color> — Saves the entered data.
  * <color #ffffff/#f44336>**DELETE**</color> — Deletes the partner. The action has to be confirmed in the //Confirm// dialog with the <color #7ac0d3/#ffffff>**OK**</color> button; the <color #7ac0d3/#ffffff>**CANCEL**</color> button keeps the partner.

===== 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 only if the feature is enabled for the company; it is enabled by support on [[brix:en:tickets|request]].

The code is used primarily to make customer entry easier when issuing invoices on fiscal scales [[vage:sunmicrofiscal:]]. The fiscal scale recognises the code when it is entered for issuing R1/R2 invoices. A list of all partners with an entered code is given by the **Codes** printout from the list of the [[brix:en:partners]] form.

  * 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".

<note warning>
The customer code must not be "K", "OTP" or "IZD", as those names have a special meaning on the fiscal scale.
</note>