The creation process for Partners is of two types:
- Company
- Individual
Navigation: Menu >> Partners App >> Partners Listview >> Create (+)
The fields which are in star mark are mandatory in the creation screen
| Field Name | Field Description | Mandatory |
| Partner Details | ||
| Company | The authorized employee working under a registered firm. | – |
| Individual | If the person is a one time/walk-in can be considered as an individual Partners | – |
| Company Details | ||
| Company Name | Enter the name of the company (click on it) | Yes |
| Phone Type | Select the phone type from the list | No |
| Number | Enter the contact phone number. | No |
| Company Email | Enter the company email ID | No |
| Contact Person Details | ||
| Contact Person Name | Enter the contact person name of the organization. | Yes |
| Designation | Select the designation for the contact person from the list | Yes |
| Contact Number |
Enter the contact person mobile number. Verify: If users click on verify, the OTP will be sent to the given contact mobile number. |
Yes |
| Enter the contact person email ID | No | |
| Address Details | ||
| Add New Address | Add(+) the required tag for the Partner, users can add multiple addresses by providing following details | No |
| Address Name: Enter a quick identification name for the address. | Yes | |
| Pin Code: Enter pin code of the address. | No | |
| Address Line 1 & 2: Enter the address details. | No | |
| City: Select the city from the list to the address. | Yes | |
| Landmark: Enter the landmark for the address to quickly identify. | No | |
| GSTIN: Enter the GSTIN number of the company | No | |
| Capture GPS Coordinates: Using mobile, the users can capture the exact location of the Partner by enabling Capture this location checkbox. | Yes | |
| Tags | Add(+) the required tag for the Partner, users can add multiple LoB tags to the Partner |
| Credit Limit Details | ||
| Credit Limit Type |
Select the Credit Limit type such as Automation: The credit limit will automatically be given by the system based on the rule. Manual: Users can enter the credit limit value. |
– |
| Description | Enter short notes about the Partner | No |
Apply all the details and click on “SAVE”