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Business (vendor) records

Module: Sales & contracts
URL path: /shared/businessmain.aspx

Business (vendor) records

View and edit vendor / business partner records used in sales context.

  1. Sign in to SMART 2.0 (see Sign in & navigation).
  2. Open Sales & contracts from the left menu (or hub linked from your role).
  3. Navigate to Business (vendor) records — the app path is /shared/businessmain.aspx.
  1. Open the screen from the module menu or hub.
  2. Set filters or search criteria if the page has a grid.
  3. Open a row to view or edit detail, or use toolbar actions (Save, Export, Import) as shown on the page.