Partners

Creating a Partner

Both customers and vendors are considered as partners to your organization, therefore it is advised that your create all your customers as well as vendors as your partners.

To create a partner, please follow the steps below

  1. In CRM container, go to Partners Folder

  2. In Partners Folder, click on “Actions” and select on “New Partners”.

  3. A New Partner’s Details window will pop up on the screen.

  4. Fill in all the details. Please note that fields with “*” are mandatory Fields.

  5. Click on Save

Mandatory Fields for creating a new partner

  • Name: Please fill in the partner organization’s name in this section

  • State: Please fill in the state where the partner organization’s registered office.

  • Locations: Use this section to fill in the details of all the locations at which your organization will be providing it’s services at.

  • Shifts: Fill in the shifts in which you would be offering your services to customers.

Adding locations for partners

It is possible that your partner is operating at different locations. In such a situation it is advised that you add all the location’s information.

  1. To add the location, please click on the “+” sign in front of the locations.

  2. Fill in all the details. Please note that fields with “*” are mandatory Fields.

Adding shifts for locations

Once you have entered the location information for the partner, please enter all the shifts information for all the locations.

  1. To add a shift, please click on the “+” sign in front of the shift.

  2. In location code, select the location code as was provided while entering the location’s information.

  3. Enter the Shift name, In-time and Out-time information