Send Partnership Offer

Send Partnership Offer

Overview

Any business partner can contact another by sending a partnership offer, inviting collaboration in a mutually beneficial arrangement. Each partner will see an Add Customer button prominently displayed on their home screen, making it easy to create and send partnership offers.

It's important to understand the roles involved in this process: the partner who initiates the offer is called the 'partner,' while the recipient is the 'customer.' Once the partnership is successfully formed, both partners can view each other's business tiles, encouraging transparency and teamwork. This feature helps them better understand each other's services and offerings, leading to a stronger, more cohesive partnership.

Step 1 - Start the Add Customer Wizard 

  1. On the Business Partner home screen, an Add Customer button appears in the action area.
  2. To initiate an offer, click the Add Customer button in the action area. 

Step 2 - View Introduction Wizard

  1. Once the Add Customer wizard is initiated, a pop-up titled Introduction appears. 
  2. The screen provides an overview of the Add Customer wizard to help you understand what's ahead. 
  3. Before adding details to the wizard, get familiar with some standard icons and their usage.
  4. The screen is divided into two segments:
    1. Information Area:
      1. You can find detailed instructions and information for each step in the information area.
      2. Read these before filling in the details on the screen to ensure accuracy.
      3. Additionally, there's an icon to collapse the information bar, which maximizes the content's working area.
      4. Click the icon to collapse the bar, then click it again to restore it to normal.
    2. Content Area:
      1. The content area is where you perform all actions on the screen.
      2. The screen title appears under Current Step in the top-left corner. Currently, it displays an Introduction.
      3. In the top-right corner, you will find the Completed dropdown, which lists all the completed steps. Since you haven't completed any steps, "0" is displayed. Completed steps will be added to the dropdown as you progress through the wizard. If you want to return to a previously completed step, select it from the dropdown.
      4. A Progress bar appears below the screen title, displaying the wizard's progress. The progress bar also indicates the total number of steps and the current step you are working on. For instance, if the total number of steps is six and you are on the first step, the progress bar will display 1/5.
      5. The screen displays the wizard's process flow, helping you understand the overall flow.
      1. A toggle button labeled Show " appears every time you use this wizard at the bottom-right corner of the screen. Disabling the toggle button hides the Introduction screen when you initiate the Add Customer wizard. However, if you enable the toggle button, you will see the Introduction screen every time you start the Add Customer wizard. This means that disabling the Show every time you use this wizard toggle skips the Introduction screen.

Step 3 - Add Customer Details

  1. In this step, you must provide the details of the customer to whom you want to send the offer.
  2. Fill in the following fields:
    1. Customer's Tenant Name:
      1. Enter the customer's tenant name in the designated field.
      2. For example, you can find the tenant name in the customer URL. If the URL is 'https://kazenor.am.dev.oneenterprise.com/', copy kazenor from the URL and paste it into the field.
    2. Customer's Contact Email:
      1. Enter the customer's email address in this field.
      2. Use the customer's email ID — the ID you use to log in to that customer, not a contact's email ID.
      3. A-Z, a-z, 0-9. , space, underscore ( _ ), hyphen ( - ), comma ( , ), period ( . ), Special characters (@,!, #, $, %, &, *, _ etc.) are allowed for this field.
    3. Message to Customer:
      1. This is a text field where you can provide your customer with a detailed explanation of your offer.  
      2. This field supports letters, digits, and special characters, up to 500 characters.
    4. Next Step:
      1. The Next Step button is disabled by default and becomes active once you fill in all fields.
      2. Click the Next Step button to continue.
  3. If you want to cancel the wizard at any point, click the Cancel button. This will cancel the wizard and take you to the home screen.
  4. To return to the previous step, click the Previous Step button.

Step 4 - Assign Contacts

On this screen, you need to assign the contacts to your customer. At least one contact must be assigned. The offered contacts will work with your customer. Furthermore, you can add or remove contacts in the edit partnership process. 
  1. A Search field on the screen lets you find contacts by name.
  2. The screen displays a list of contacts. You can choose one or more contacts by selecting the respective band. Only selected contacts are offered to the customer, and they are highlighted.
  3. Click the Cancel button to close the wizard.
  4. Click the Previous Step button to return to the main screen.
  5. Click the Next Step button to continue.

Step 5 - Assign Partner Manager

On this screen, you need to assign the partner manager to your customer. You must assign at least one contact. The assigned partner manager can view the partnership details in their instance. Furthermore, you can add or remove the partner manager in the edit partnership process. 
  1. A Search field on the screen lets you find contacts by name.
  2. The screen displays a list of contacts. The logged-in user is pre-selected in the list and cannot be unselected.
  3. Additionally, you can choose more contacts to assign as partner managers for your customers. Only selected contacts are offered to customers and highlighted.
  4. Click the Cancel button to close the wizard.
  5. Click the Previous Step button to return to the main screen.
  6. Click the Next Step button to continue.

Step 6 - Summary

  1. Clicking Next on the Assign Partner Manager screen sends the offer to the customer.
  2. Once the offer is sent successfully, the screen displays a confirmation message.
  3. Once the confirmation appears, click the Close button to close the screen.
  1. The partner's card appears in your business partner list with a status of Open.




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