Customers, Partners, Suppliers
Customers, Partners & Suppliers
How GreenVee organises every external party — customers, suppliers, manufacturers, subcontractors, transporters, and partners — into a single, consistent model.
Every organisation you work with — whether they buy from you, sell to you, ship for you, or both — lives in this section of GreenVee.
One model for all external parties
Section titled “One model for all external parties”GreenVee does not keep separate lists for customers, suppliers, and partners. Instead, every external organisation is stored as a Company. A Company can hold one or more roles that describe your relationship with it. A single Company can be a customer and a supplier at the same time, with no duplication required.
What you will find in this section
Section titled “What you will find in this section”| Page | What it covers |
|---|---|
| Companies | What a Company record is, the role system, and the fields you can fill in |
| Contacts & Banking Records | The people who work at a Company, and how to store their bank details |
| Clients vs. Contacts | A plain-English guide to the two terms you will see in the navigation |
The big picture
Section titled “The big picture”Company ──has many──▶ Contacts (individual people) ──has one───▶ Banking Record (payment details)A Contact is normally linked to a Company — the “New Contact” form requires you to pick one before saving. A Banking Record belongs to the Company, not to an individual person.