{"id":1271,"date":"2024-11-23T04:58:03","date_gmt":"2024-11-23T04:58:03","guid":{"rendered":"https:\/\/support-landing.altegio.cloud\/support\/4867739493021-suppliers-and-partners-information-and-editing\/"},"modified":"2026-05-28T17:02:53","modified_gmt":"2026-05-28T17:02:53","password":"","slug":"4867739493021-suppliers-and-partners-information-and-editing","status":"publish","type":"docs","link":"https:\/\/alteg.io\/en\/support\/knowledge-base\/4867739493021-suppliers-and-partners-information-and-editing\/","title":{"rendered":"Suppliers and Partners: information and editing"},"content":{"rendered":"\n

Altegio<\/strong> enables you to keep track of financial transactions with your company’s Suppliers and Partners<\/strong>, which may include private individuals or legal entities that your company has financial relationships with.<\/p>\n\n\n\n

Configuration and editing<\/h3>\n\n\n\n

To get started, navigate to the Administration<\/strong> mode, Finance > Suppliers and Partners<\/strong> section.<\/p>\n\n\n\n

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You can add, configure, and delete suppliers and partners (see the <\/span>Creating and configuring suppliers and partners<\/strong><\/a> <\/span>article).  In this section, you can access a list of all your suppliers and partners, including their name, contact information, company details, and current balance for transactions with your supplier or partner. To view the information on a specific supplier or partner, simply enter their name and click on the Show<\/strong> button.
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If you need to make any changes to a supplier’s information, select their name and click the Edit<\/strong> button. From there, you can modify the necessary details and then click Save<\/strong> to update the supplier’s information.<\/p>\n\n\n\n

If necessary\u00a0a list of suppliers and partners can be uploaded from Excel<\/strong> (read more here<\/strong><\/a>) as well as downloaded as Excel<\/strong> by using the Excel operations<\/strong> button in the upper right corner.<\/span><\/p>\n\n\n\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

Altegio enables you to keep track of financial transactions with your company’s Suppliers and Partners, which may include private individuals or legal entities that your company has financial relationships with. Configuration and editing To get started, navigate to the Administration mode, Finance > Suppliers and Partners section. You can add, configure, and delete suppliers and […]<\/p>\n","protected":false},"author":35,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"doc_category":[56],"doc_tag":[2101,1834,1894],"class_list":["post-1271","docs","type-docs","status-publish","hentry","doc_category-suppliers-and-partners","doc_tag-excel-actions-en","doc_tag-finance-en","doc_tag-financial-transactions-en"],"aioseo_notices":[],"aioseo_head":"\n\t\t\n\t\n\t\n\t\n\t\n\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t