Partners
Customers, vendors, partner ledgers and the partner portal.
Overview
Partners is the shared directory of customers and vendors used across the whole system. Each partner carries roles, ledgers and dimensions, and a tokenized partner portal lets external partners view documents and submit requests without a login.
Key features
One directory
Customers and vendors in a single, role-tagged directory.
Partner ledger
Every invoice, bill and payment rolled into one ledger.
Portal
Tokenized /p/{token} portal for external, login-free access.
How to use it
1. Add a partner
Keep one directory of customers and vendors, tagged with the roles they play.
2. Transact
Invoices, bills and payments all roll up into the partner ledger for a running balance.
3. Open the portal
A tokenized /p/{token} portal lets a partner view their documents and submit requests with no login.
4. Reconcile
The partner ledger gives one clear view of everything owed to or by the partner.
Roles & permissions
Partners is shared across the whole system; in pickers the partner role is ordering-only and never a hard filter. Partner-portal staff notifications must never force channels — a standing compliance rule.
Questions about this module
Is a customer separate from a vendor?
No — one role-tagged directory; a single partner can be both.
How do partners access their documents?
Through a tokenized /p/{token} portal — no account or login needed.
Where do I see a partner’s balance?
In the partner ledger, which consolidates all their transactions.