Partner base

Counterparties — 360° profile

Single counterparty base without duplication: one company can simultaneously be a customer, supplier and partner. Credit limits, holdings, bank accounts.

Multi-classification Credit limits Holdings Loyalty levels Bank accounts

Multi-Classification model

One company — one record. No data duplication for different roles.

Example: LLC "AgroMash"

👥 Customer 🚚 Supplier 💳 Payer 🤝 Partner

All roles — one record. No duplication of contacts, accounts, documents.

Legal forms: LLC, sole trader, individual, foreign
Resident / non-resident
Holding structure (up to 10 levels)
Multiple bank accounts in different currencies

Credit control

Flexible credit limit management.

Limits with date ranges (time windows)
Multiple active limits in parallel
Automatic check on order confirmation
Current debt vs available credit

Customer loyalty levels

Bronze Silver Gold Platinum

Counterparties — 360° profile

Multi-Classification model

Example: LLC "AgroMash"

Credit control

Customer loyalty levels

Related modules