====== Master Data — Partners & Tenants ======
**Section:** Master Data\\
**Updated:** 2026-05-05

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===== 1) Overview =====

**Master Data** holds the core reference records that appear throughout all other modules — business partners used on invoices, contracts, and subscriptions, and tenants (the NVG legal entities).

Navigate to **Master Data** in the sidebar, then choose **Partners** or **Tenants**.

> **[[ SCREENSHOT: Master Data section in the sidebar — Partners and Tenants links visible ]]**

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===== 2) Partners =====

Navigate to **Master Data → Partners**.

A **Partner** is any external organisation or person that NVG interacts with. Partners are assigned one or more **roles** that describe their relationship with NVG:

  * Customer — receives invoices
  * Supplier — sends bills to NVG
  * Investor — subscribes to financial instruments
  * Candidate — job applicant
  * Employee — NVG staff member
  * Intermediary — referral or agent partner

> **[[ SCREENSHOT: Partners list — table with columns: Number, Name, E-Mail, Town, Roles (icon badges), Action buttons ]]**

==== Partners List ====

**Columns:**

| **Column** | **Description** |
| Number | Unique partner reference number (uniqueid) |
| Name | Full legal or display name |
| E-Mail | Primary email address |
| Town | City or locality |
| Roles | Icon badges indicating which roles this partner holds |
| Action | Buttons for editing and accessing the partner record |

**Filters:**

  * **Search** — free text across name, email, town
  * **Status** — Active or Inactive
  * **Role** — filter by a single role (Customer, Supplier, Investor, etc.)

**Sorting:** click any column header (Number, Name, E-Mail, Town) to sort ascending or descending.

> **[[ SCREENSHOT: Partners list with Role filter open — "Investor" selected, showing only investor partners ]]**

==== Creating a Partner ====

  - Click **"Add Partner"** (top-right of the list).
  - Fill in the partner form (name, email, roles, language, etc.).
  - Save.

> **[[ SCREENSHOT: Add Partner modal or form — name, email, role selection fields ]]**

==== Editing a Partner ====

Click the **Edit** (pencil icon) button on the partner row, or open the partner and click Modify. Update the fields and Save.

==== Partner Detail ====

Clicking into a partner opens their detail page. This shows all partner information and — depending on your access — tabs or sections for their related records: contracts, invoices, subscriptions, and documents linked to this partner.

> **[[ SCREENSHOT: Partner detail page — name, email, roles, address information, and related records ]]**

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===== 3) Tenants =====

Navigate to **Master Data → Tenants**.

A **Tenant** is one of the NVG legal entities. Tenants appear as the issuing party on invoices, contracts, and official documents. Examples: "New Ventures Group AG", "NVG Real Estate AG".

> **[[ SCREENSHOT: Tenants list — table showing tenant names, short names, and status ]]**

You select the correct tenant when creating invoices, accounting periods, or banking entries. Tenant management is typically done by administrators only.

==== Tenant Detail ====

The tenant record holds:

  * Full legal name and short name (shown in dropdowns across the system)
  * Address and contact details
  * Active / inactive status

> **[[ SCREENSHOT: Tenant detail page — name, short name, address ]]**

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===== 4) Common Tasks — Quick Reference =====

| **Task** | **Steps** |
| Find a partner by name | Partners list → type in Search box |
| Find all investor partners | Partners list → Role filter → "Investor" |
| Add a new partner | Partners list → Add Partner button → fill form → Save |
| Edit a partner's email | Partners list → Edit button on partner row |
| Deactivate a partner | Edit partner → Status → Inactive → Save |