Managing partners
Managing partners
The Partners module covers both customers and suppliers. Reach it via Partners in the sidebar.
Partner list
The table shows company name, Porezni broj (OIB), classification (Domestic / EU partner / Third country), primary contact, and status (Active / Supplier).
Filters:
- Search by name or tax number
- Classification filter
- Show inactive (checkbox)
Adding a new partner
Click New partner in the top-right corner.
Basic information
| Field | Note |
|---|---|
| Company name | Required |
| Trade name / short name | Optional, alternative name shown in lists |
| Porezni broj (OIB) | Optional — Croatian OIB (11 digits) or an EU VAT ID with a country prefix (e.g. DE123456789) |
| Classification | Required — Domestic / EU partner / Third country |
DE123456789) in the Porezni broj (OIB) field. The app verifies it live against the VIES service; if VIES is unavailable, the entry is accepted after a structural check. Without a prefix the value is treated as a Croatian OIB (11 digits with a valid check digit). When adding a new partner the app prevents duplicates — if a partner with the same OIB / VAT ID already exists, the entry is rejected.Auto-fill partner data
When adding a new partner you can fetch company data automatically. The magnifier button next to the Porezni broj (OIB) field picks its source from the number you entered:
| Number entered | Data source |
|---|---|
| Croatian OIB (11 digits) | Court Register (Sudski registar) |
EU VAT ID with a country prefix (e.g. DE123456789) | VIES |
- Enter the OIB or the EU VAT ID.
- Click the magnifier button. It only becomes active once the number entered is valid, and hovering it shows which source will be used.
- The app fills in whichever fields the source returns.
Existing values are only overwritten when the source returns data. The button is available only when creating a new partner (not when editing).
The Court Register fills Company name (from the short name), Street & number, City, and County. Trade name is left empty, and the Postal code is not returned — enter it manually.
VIES fills Company name, Street & number, City, Postal code, and Country, and sets Classification to EU partner. County is not filled, as it has no equivalent outside Croatia.
Address
| Field | Note |
|---|---|
| Street & number | |
| City | |
| Postal code | |
| County | |
| Country | ISO 2 code, default HR |
Payment terms
| Field | Note |
|---|---|
| Payment net days | 0–365 days; auto-applied to new invoices for this customer |
| Is supplier | Checkbox — marks partner as a supplier (inbound invoices) |
Notes
Free text for internal remarks.
Partner detail card
Clicking a partner in the list opens a tabbed detail card:
| Tab | Content |
|---|---|
| Basic info | Company data, address, payment terms, credit limit, discount |
| Contacts | Contact persons with phone, email, and role |
| Bank accounts | IBAN, BIC/SWIFT, bank name |
| Delivery addresses | Alternative delivery addresses |
| KPD overrides | Customer-specific KPD code assignments for products |
Contacts
For each contact person enter:
- Full name (required)
- Role (e.g. Director, Accountant)
- Email and Phone
- Primary contact — checkbox
Bank accounts
| Field | Note |
|---|---|
| IBAN | Required, 15–34 characters |
| BIC/SWIFT | Optional, max 11 characters |
| Bank name | Optional |
| Primary account | Checkbox |
Delivery addresses
| Field | Note |
|---|---|
| Label | e.g. “Warehouse”, “Retail” |
| Street & number | Required |
| City | Required |
| Postal code | Required |
| Country | ISO 2, default HR |
| Default address | Checkbox |
Additional payment terms (edit mode)
| Field | Note |
|---|---|
| Payment discount (%) | 0–100% |
| Discount days | Number of days within which discount applies |
| Credit limit (EUR) | Maximum outstanding receivable amount |