Working with Partners

Introduction to Working with Partners

Partners in opentaps are the independent organizations that help sell your products. The relationship with your Partner is managed using two different Agreements:

• The Partner Sales Agreement defines who your Partner is going to sell to and what they will sell. This is located in CRMSFA > Partners Tab > [Find Partners] > "Partner Details" Screen You can have an agreement with the Partner for each of their end Customers.
• The Partner Agreement defines the terms and conditions of sale between you and your Partner, including such key items as the discount you give to your Partner, the terms of payment for your deliverables to the Partner, and other key terms you need to include. This is located in FINANCIALS > Partners Tab > "Agreements" section.

You can manage your Partners in the CRMSFA application's Partners Screens, which provide for:

• Creating Partners
• Creating and using Partner Sales Agreements which includes identification of the specific Customer accounts that your Partner will cover

You manage your Partner invoices and financial agreements in the FINANCIAL applications Partners Screens, which provide for:

• Creating and managing Partner invoices
• Creating and managing Partner Agreements (financial)

You can support your Partners by creating invoices from your Partners to each of their end Customers in the Financials application's Partners Screens. For example, using this model, once each of these Partner to end Customer invoices are approved (marked as ready), then the invoices from your organization to the Partner's company can be created.

These second invoices are the total of all Partner sales for which the Partner owes your company under all of the Partner Sales Agreement terms, covering all of the end Customer sales made by your Partner. Items like the invoiced rates to the customer, and to the partner can be documented in your Partner Sales Agreements and the Partner Agreements.

In the opentaps CATALOG section prices can be set of each Partner or Customer situation, if you choose to offer specific pricing for them. Otherwise your regular pricing can be used.

more to come. . .

The Orders Tab < Tabs Pages > Sales Teams and Account Teams