Difference between revisions of "Managing Partners"

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Partners are organizations who help sell your products.  In opentaps, you can manage your partners in the CRMSFA application's [[CRMS_/_SFA_Reference_Manual#Partners|Partners Screens]] and then create invoices from your partners to their customers in the Financials application's [[CRMS_/_SFA_Reference_Manual#Partners|Partners Screens]].  Once the partner invoices are approved (marked as ready), invoices from your organization to partners would be created.
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Partners are organizations who help sell your products.  In opentaps, you can manage your partners in the CRMSFA application's [[CRMS_/_SFA_Reference_Manual#Partners|Partners Screens]] and then create invoices from your partners to their customers in the Financials application's [[CRMS_/_SFA_Reference_Manual#Partners|Partners Screens]].  Once the partner invoices are approved (marked as ready), invoices from your organization to partners would be created. The invoiced rates to your client would be based on partner agreements.
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Return to >> [[Working with Partners]]

Latest revision as of 20:56, 22 December 2009

Partners are organizations who help sell your products. In opentaps, you can manage your partners in the CRMSFA application's Partners Screens and then create invoices from your partners to their customers in the Financials application's Partners Screens. Once the partner invoices are approved (marked as ready), invoices from your organization to partners would be created. The invoiced rates to your client would be based on partner agreements.


Return to >> Working with Partners