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Trading Partners Tab ​

Fields ​

Field NameDescription
SearchFilter the list to display only the Trading Partners whose Name matches the search pattern.
Trading Partner ListA list of trading partners that match the filter. Double click to edit the Trading Partner

Buttons ​

Button NameDescription
SearchClick to apply the current filter settings to the list of Trading Partners
NewClick to create a new Trading Partner
DeleteClick to delete the selected Trading Partner. You can use Control and Shift keys to select multiple Trading Partners.
ImportClick to import a Template file containing a Trading Partner. You will be asked for the location of the Template file. See Exporting and Importing

Details ​

Enter a search pattern to filter the list to display only the Trading Partners whose Name matches the pattern.

The search pattern can include "wildcard" characters:

  • Use % to represent zero or more characters;
  • Use _ to represent exactly one character .

A pair of % wildcard characters is automatically included at the beginning and end of the pattern you specify (i.e. pattern x is equivalent to %x% and will find anything containing x).

Further filtering can be done via criteria in the column headings ... click on the black triangle to select column-specific filtering.

Trading Partner List ​

A list of trading partners that match the filter. To edit a Trading Partner, right-click on the entry in the list and select "Edit ..." from the pop-up menu.