---
alias: user-guide-create-business-partner
description: "This documentation outlines the process for creating a new business partner record"
---

# Create Business Partner

:lock: BusinessPartner.**Create**

:lock: BusinessPartner.**CreateTemplate**

:lock: BusinessPartner.**CreateFromTemplate**

## Overview

This operation is used to create a **Business Partner**. A template can also be created using a similar procedure and there is also the possibility of using a template to create the new object as well. This selection can be done in the main entity menu.

## Setup

No specific setup is required other than to meet the preconditions of the transaction.

## Preconditions

* The Business Partner does not currently exist in the system.

## Sequence of Steps

### Step 1: General Data

1. Provide a name for the **Business Partner**.
2. Optionally, provide a description of the **Business Partner**.
3. Assign at least one property to the **Business Partner**:
      * Contractor
      * Customer
      * Supplier
      * Manufacturer
4. Optionally, if the Business Partner is a **Supplier** or a **Manufacturer**, define the Label Specification to be used when printing labels. Possible values are retrieved from the [[labelspecification-lt]] Lookup Table.
5. Optionally, enter the address information:
      * Address (line 1 and 2)
      * ZIP Code
      * Country (values selected from the *Country* Lookup Table)
      * State
      * City
6. Optionally, enter the contact information:
      * Title
      * Name
      * Email
      * Business Phone
      * Business Fax
      * Mobile Phone
7. Optionally, enter additional information:
      * Tax Number
      * Website
8. Select **Create** to complete the operation and the new **Business Partner** will be created.

!!! note
    Roles are not mutually exclusive, so a Business Partner can hold multiple roles simultaneously.

!!! note
    The Label Specification field is only enabled when **Supplier** or **Manufacturer** is selected. If both are disabled, the field is disabled and automatically cleared.

![create_business_partner][create_business_partner]

[create_business_partner]: images/create_business_partner.png