Field descriptions: Business entity

This page describes the fields for the Business entity page. The fields in each tab are listed in alphabetical order.

General tab

Field	Description
Active	The switch to make the business entity available or unavailable for use in other pages.
Country	The country from which the business entity operates, or trades.
Currency	The trading currency.
ID	The code that identifies the business entity.
Image	The image associated with the business entity, such as the company logo.
Legal entity	Defines whether the supplier is a corporation or a physical person. The selection determines which tax rules apply.
Name	The business entity name.
Parent business entity	The subsidiaries or divisions from the same organisation the business entity does business with, that is, another business entity. You can track subsidiary contact and billing information separately.
Roles	The role of the business entity: Customer, Supplier, or Site.
SIRET	The SIRET number of the business entity if located in France.
Tax ID	The tax identification number is a unique identifier used by fiscal authorities for all tax formalities. Ensure the format you enter is appropriate for the country. You can leave the tax identification number blank if the business entity is located in the United States.
Website	The website of the business entity.

Addresses tab

You need to enter at least 1 address. By default, a single address is the primary address.

New and Edit business entity address panel

Field	Description
Active	The switch to make the address available or unavailable for use in other pages.
Address lines 1 and 2	The address details.
City	The city or town where the address is located.
Country	The country where the address is located.
Name	The company or person at this address.
Phone number	The main phone number for the address.
Primary address	Checkbox that indicates that this is the primary address used by default in other pages.
County/Region/State	The field label and formatting changes according to the selected country.
Postal code/ZIP code	The postcode or ZIP code according to the selected country.

Contacts tab and New and Edit contact panel

Field	Description
Active	The switch to make the contact available or not for this address.
Address	The name of the address.
Email	The contact's email address.
First name / Last name	The contact's first name and last name.
Phone number	The contact's phone number.
Position	The contact's job title.
Preferred name	The contact's preferred name if different from the first name.
Primary contact	Checkbox that defines this as the primary contact for this address. Each address can have a different primary contact.
Role	The type of contact such as Main, Commercial or Financial.
Title	The contact's title such as Ms, Mr, Dr or Mrs.