Partner Master

You can onboard new partners and edit existing partner's details in the system for futher use.

Click on "Masters" then "Partner Master" tab in the navigation bar to onboard new partner in the system.

You can search for the file by entering its details in the search field.

Or, you can click on dropdown icon for advance serach in which you are having more option to filter out list.

Click on "Search" button to search for the result.

Click on "Reset" button to reset the form values.

You can find imported/exported files in the table.

You can view/edit details of the partner by double click on the particular row of the table.

You can add new location of the partner by entering its details. Then, click on "Add Location" to add location in the system.

Or, you can edit existing location by clicking on its particular row of the table. Then, edit them in the form and click on "Add Location" to save them again.

You can also add support contact details either repro member or partner. Then, click on "Add Contact" to add contact details in the system.

Or, you can edit existing support contact information by just clicking on its particular row of the table. Then, edit the information in the form and click on "Add Contact" button to again save them in the system.

You can add new partner by clicking on "New Partner" button present on the right top of the screen.

The system populates a new screen where you have to enter your new partner's details.

You can add new location to of the partner by entering its details. Then, click on "Add Location" to add location in the system.

You can also add support contact details either repro member or partner. Then, click on "Add Contact" to add contact details in the system.

Click on "Save" button to save all the details of the partner you have filled above.

Click on "Reset" button to reset all the details of the partner you have filled above.

Click on "Partner Settings" button if you want to see/edit the partner details like partner name, code, display number, etc.

Click on "Add Bank Info" button if you want to add/edit bank related information of the partner in the system for payment purpose.