Edit Business Partner

Edit an existing business partner using a tabbed form that separates information into four categories. All fields on the current tab are pre-populated with the partner’s existing data.

Accessing the Page

From the Business Partners list, click on a row to open the detail page, then click Edit. You can also navigate directly to /business-partners/:id/edit.

• Route: /business-partners/:id/edit

Read-Only Fields in Edit Mode

The Code field is read-only after creation and cannot be changed in the edit form. It is displayed as a non-editable label at the top of the Basic tab.

Form Tabs

The edit form is organized into four tabs:

Tab	Description
Basic	General information, classification, and group memberships
Financial & Business	Tax information and commercial settings
Contact	Communication details and primary contact
Addresses	Default contact and address assignments

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Basic Tab

The Basic tab contains the partner’s general information under the General Information card.

Basic Details

Field	Required	Type	Description	Default	Validation
Code	—	Text (read-only)	Unique business partner code — cannot be changed after creation	—	Read-only
Name	Yes	Text	Business partner display name	—	Max 200 chars
Legal Name	No	Text	Registered legal company name	—	Max 200 chars

Status & Classification

Field	Required	Type	Description	Default	Validation
Status	Yes	Select	Active, Inactive, Prospect, or Blocked	Active	—
Industry	No	Combobox	Industry classification	—	Max 100 chars
Segment	No	Combobox	Market segment (e.g., Enterprise, SMB)	—	Max 100 chars

Roles & Groups

Field	Required	Type	Description	Default	Validation
Business Roles	Yes	Multi-select	Partner type roles (Customer, Vendor, Lead, Partner)	—	At least one role required
Group Memberships	No	Multi-select	Assign the partner to groups; filtered by selected roles	—	Groups must match selected role scope or have “Any” scope
Owner	No	User select	User responsible for this partner	—	—

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Financial & Business Tab

Tax Information

Field	Required	Type	Description	Default	Validation
Tax ID	No	Text	Tax identification number	—	Max 50 chars
Tax Scheme	No	Text	Tax scheme (e.g., VAT, GST)	—	Max 50 chars
Withholding Code	No	Text	Withholding tax code	—	Max 20 chars
Tax Exempt	No	Toggle	Mark the partner as exempt from taxes	false	—

Country-specific fiscal fields are rendered dynamically based on the tenant’s country. For example, Colombia shows:

Field	Required	Type	Description
DV	No	Text	Verification digit
Tax ID Type	No	Select	Natural Person, Juridical Person, or Foreign
Fiscal Customer Type	No	Select	Taxpayer, End Consumer, Government, or Foreign

Commercial Settings

Field	Required	Type	Description	Default	Validation
Currency	No	Select	Default transaction currency	USD	3-letter ISO code if provided
Credit Limit	No	Number	Maximum credit allowed	—	Min 0
Payment Terms	No	Entity select	Payment terms from Payment Terms setup	Tenant default	—
Price List	No	Entity select	Default price list	Tenant default	—
Region	No	Entity select	Assigned region from Regions setup	—	—
On Hold	No	Toggle	Place partner on hold (blocks transactions)	false	—

Business Metrics

Field	Required	Type	Description	Default	Validation
Employees Count	No	Number	Number of employees	—	Min 0
Annual Revenue	No	Number	Annual revenue amount	—	Min 0

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Contact Tab

Communication Details

Field	Required	Type	Description	Default	Validation
Email	No	Email	Primary email address	—	Valid email format if provided
Phone	No	Text	Primary phone number	—	Max 30 chars
Mobile	No	Text	Mobile phone number	—	Max 30 chars
WhatsApp	No	Text	WhatsApp number	—	Max 30 chars
Website	No	URL	Company website URL	—	Valid URL if provided
Preferred Channel	No	Select	Preferred communication channel (Email, Phone, WhatsApp, SMS, Postal Mail)	—	—
Language Preference	No	Select	Communication language (en, es, fr, de, pt)	—	Max 5 chars

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Addresses Tab

The Addresses tab in edit mode manages the partner’s default contact and address assignments. Individual addresses and contacts are managed from the Business Partner Detail page tabs — not from this edit form.

Field	Required	Type	Description	Default	Validation
Default Contact	No	Entity select	Select the primary default contact from existing contacts	—	Only contacts linked to this BP are shown
Default Billing Address	No	Entity select	Select the default billing address from existing billing addresses	—	Filtered to billing-type addresses
Default Shipping Address	No	Entity select	Select the default shipping address from existing shipping addresses	—	Filtered to shipping-type addresses

These fields are only enabled when editing an existing partner. In create mode, a note is displayed that defaults are managed after creation.

Custom Fields

When custom fields are configured for your tenant, additional fields are shown in the edit experience and validated by field definition.

• Unsupported or invalid values are rejected during save.
• Nullable custom values can be cleared without affecting other saved fields.

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Editing a Business Partner

1. Open a business partner from the list to view its detail page
2. Click Edit
3. Modify fields across the relevant tabs
4. Click Save Changes to apply updates, or Cancel to discard changes

Action Buttons

Button	Behavior
Cancel	Discard any changes and return to the detail page
Save Changes	Persist all modifications across tabs

Validation Rules

Rule	Behavior
Name required	Cannot save without a value
Business Roles required	At least one role must be selected
Email format	Validated against standard format if provided

Messages

Event	Message
Update success	”Business partner updated successfully”
Update error	”Failed to update business partner”

Permissions & system behavior

• Viewing this page requires access to the corresponding module.
• Create/edit/delete actions are visible only to users with matching permissions.
• After a successful action, the page updates list/detail data to reflect the change.

Related Pages

• Business Partners — List and search all business partners
• Business Partner Detail — View a specific business partner
• Business Partner Create — Create a new business partner
• Groups — Organize business partners into groups
• Teams — Manage region team assignments