This guide will show you how you can add a Business Partner to your Stream account.
Step 1: Go to ‘Business Partners’
From the main menu in the top right hand corner of Stream, click ‘Business Partners’.
If you can’t see ‘Business Partners’ in the menu, you might need to request your company’s System Administrator to update your permissions, or to add the business partner for you.
Step 2: Click ‘Add’ in the ‘Overview’ module
In the overview module in the top left, click the ‘Add’ button.
Step 3: Enter the Business Partner’s details
In the popup window that appears, enter the details for the partner, including:
- Name
- Address Line 1
- Postal Code
- Region
Everything else is optional, although we recommend adding as much information as possible.
Please note: the ‘Location Name’ will automatically be populated as you enter the partner’s name, however you can remove or edit this if you don’t want them to match.
Step 4: Save the partner
When you’ve finished adding the partner’s information, click ‘Save’ in the bottom-right of the popup.
The Business Partner will now appear in the ‘Overview’ module.
If you need to edit the details of a Business Partner at any point, you can come back to this screen, select them from the list and click ‘Edit’.