Overview
Line-of-business records help the business classify customers and vendors in a way that is more commercially meaningful than a simple free-text note.
Where To Find It
Path: Partners > Lines of Business
Use the line-of-business screens when partners should be classified by industry or business activity.
How It Works
QBM stores the available lines of business as reusable records so partner records can select from a controlled list.
Main Areas
| Area | What It Means | When To Use It |
|---|---|---|
| Business-line record | Defines a reusable line-of-business classification. | Use it when multiple partners belong to the same activity or industry. |
| Partner linkage | Lets partner records use the classification consistently. | Use it for cleaner segmentation and follow-up. |
| Classification consistency | Helps keep commercial grouping aligned across users. | Use it when partner reporting or filtering matters. |
Recommended Workflow
- Review the existing business-line list first.
- Add a new line of business only when the needed classification is not already present.
- Assign the line of business to the relevant partner records afterward.
Best Practice
- Keep the list commercially meaningful rather than overly detailed.
- Avoid duplicate categories with slightly different wording.
- Review older classifications if the business focus changes.