Sales
The sales view of a business partner. Convert once, then reuse on quotes and orders.
Where to find it: Left menu → Sales & CRM → Customers
Step 1
Left menu → Sales & CRM → Customers. If the name is missing, your role does not include it — ask an admin in Users & Roles.
Step 2
Open or convert the partner. Confirm roles include foreign buyer or local customer as needed. Save credit terms.
Step 3
A new quotation should pick this customer from the list, not a typed name.
Yes. Customers is a signed-in workspace screen. This public page teaches the screen with a picture and a link to the feature video. It never shows another company’s data.
The left menu only shows screens your role may open. Ask a company admin to grant the matching permission, or to show you which role should own this step.
It is the same company record, shown for sales. Prefer one partner master with roles.
