[[brix:en:partners]]
====== Entering a new partner ======

Brix keeps a shared register with basic data on a large number of businesses in the background, so a new partner is usually not entered manually but taken from that register. The procedure is the same in the Partners form and when entering a partner from a partner field on a document, e.g. //**{Customer}**// on an invoice.

  - First look for the partner by entering part of the OIB or keywords from the name; the order of entry does not matter. Brix searches the company's partners.\\ {{:brix:hr:partners:upispartner1.png?300|}}
  - If the partner is not found, entry of a new partner is started with the {{:icons:add.png?20|}} icon — at the bottom of the partner list or next to the partner field on the document.
  - The //**[ Partner - Add ]**// dialog is shown with the //**{Find Entity}**// field, where the OIB (preferably) or part of the entity's name has to be entered again. Brix now searches the shared register and shows the list of entities it knows; the more data is entered, the shorter the list.\\ {{:brix:hr:partners:upispartner2.png?300|}}
  - If Brix shows the matching entity, select it from the list and, if necessary, correct or complete the partner data brought in.
  - If Brix does not show the matching business in the list, the {{:icons:add.png?20|}} icon to the right of the //**{Find Entity}**// field opens the form for entering all partner data. First the partner type is marked: //**{Individual}**//, //**{Business}**// or //**{Temporary}**//.
    * For a domestic business, enter the //**{OIB}**// first. On leaving that field, Brix tries to find the matching business in external sources (e.g. the [[https://sudreg.pravosudje.hr|Court Register]]) and, if it finds the data, shows it. Correct or complete the data shown.
    * If Brix does not find data in external sources, all partner data has to be entered manually: select the //**{[[brix:en:countries|Country]]}**//, then enter the remaining data.
    * For an individual and a temporary partner the data is always entered manually.
  - The data is saved with the <color #ffffff/#0087ab>**SAVE**</color> button. This also enters the business into the shared register of businesses.

<note>
Brix has no shared register of individuals; each company enters and keeps its own records of individuals.
</note>

==== Rules for entering partners ====

Since all Brix users share the same basic data of businesses from the shared register, the following rules must be observed.

  * [[brix:en:naziv_tvrtke]]
  * [[brix:en:naziv_obrta]]
  * [[brix:en:ime_prezime|For individuals]]