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Add buyers and sellers

This procedure shows how to add buyers and sellers to customer accounts using Admin Center. Alternatively, you can upload master data or use the API to add buyers and sellers.

Depending on whether the document process of an account is accounts payable or accounts receivable, you can add buyers or sellers to the account.

Add a buyer

You can add, edit, and delete buyers in the Buyers view. If you do not specify any buyers, the customer organization is considered the buyer. If you add buyers to a customer organization, you must assign buyers to each customer user. This determines which buyer organization a user has access to when performing Office tasks.

To add a new buyer:

  1. Navigate to the Buyers view.
  2. Click ADD.
  3. Use the dialog that appears to specify the buyer settings.
Deleting a buyer also deletes all in-progress documents attached to the buyer. Supplier master data on the buyer level and email addresses (for email input) are also deleted.

Add a seller

You can add, edit, and delete sellers in the Sellers view. If you do not specify any sellers, the customer organization is considered the seller. If you add sellers to a customer organization, you must assign sellers to each customer user. This determines which seller organization a user has access to when performing Office tasks.

To add a new seller:

  1. Navigate to the Sellers view.
  2. Click ADD.
  3. Use the dialog that appears to specify the seller settings.
Deleting a seller also deletes all in-progress documents attached to the seller. Customer master data on the seller level and email addresses (for email input) are also deleted.