Partner Onboarding

You can onboard new partners and their details in the system for futher use.

Click on "Masters" then "Partner" tab in the navigation bar to onboard new partner 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 "Commercial" button if you want to see/create contracts with partners. It will redirect you to Partner Contract screen.

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.