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Editing a partner

Start editing from the list (Edit icon) or from the partner detail (Edit). The Edit Company page opens with the current data.

Form fields

  • Person type – Legal entity / Sole trader / Individual; changing it shows or hides the company ID, tax ID and other fields.
  • Company name * – mandatory, cannot be saved empty.
  • Company ID – next to the field is Refresh data from register. It loads the name, tax ID, VAT ID, registration and activities from the register (FinStat, for Czech companies also ARES). If the company ID does not exist or the register is unavailable, an error message is shown.
  • Tax ID, VAT ID (with Check in VIES), Registration, Website
  • Activities – choose or add your own
  • Note

Addresses, contact persons and bank accounts are not edited here – find them in the partner detail tabs.

Save and cancel

  • Save – saves the changes and opens the partner detail. The changes are recorded in the partner comments as an "[Audit]" entry.
  • Cancel – back to the detail without saving.

If you change the company ID to a number another partner already has in the same country, saving stops with a duplicate message. For other errors the exact reason is shown above the form.

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