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 is provided 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" will appear. 
  2. The screen provides an overview of the Add Customer wizard, helping you understand what's ahead. 
  3. Before adding details to the wizard, please 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. Reading these before filling in the details on the screen is recommended 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, and click again to return it to normal.
    2. Content Area:
      1. The content area is where all actions must be performed on the screen.
      2. The screen title is located under Current Step in the top left corner. Currently, it displays an Introduction.
      3. On the top right corner, you will find the Completed drop-down, which lists all the completed steps. Since you haven't completed any steps, "0" is displayed. Completed steps will be added to the drop-down as you progress through the wizard. If you want to return to a previously completed step, select it from the drop-down.
      4. A Progress bar is placed below the screen title, which displays the wizard's progress status. 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 wizard's process flow is displayed on the screen, which will help you understand the overall flow.
      1. A toggle button labeled ''Show every time you use this wizard' is located at the bottom-right corner of the screen. Disabling the toggle button will not show you the Introduction screen whenever you initiate the add system wizard. However, if you decide to enable the toggle button, you will be able to see the Introduction screen every time you start the add system wizard. This means that the Introduction screen will be skipped if you have disabled the 'Show every time you use this wizard' button.

Step 3 - Add Customer Details

  1. In this step, you must provide the customer's details to whom you want to send the offer.
  2. Fill in the following fields:
    1. Customer's Tenant Name:
      1. Please 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. Please note that you need to use the customer's email ID in this field, not the contact's email ID from the customer. Customer email ID that you use to log in to that customer.
      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. You can write up to 500 characters, and letters, digits, and special characters are supported in this field.
    4. Next Step:
      1. The Next Step button is disabled by default, but it is enabled once details are filled in each field.
      2. Click on 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 needs to be assigned. The offered contacts will work with your customer.  Furthermore, you can add or remove the contact in the edit partnership process. 
  1. A Search field is provided on the screen to find the required contact by name.
  2. A list of contacts will be displayed on the screen. You can choose one or more contacts by selecting the respective band. Only selected contacts will be offered to the customer, and the selected contacts will be highlighted.
  3. Click on the Cancel button to close the wizard.
  4. Click the Previous Step button to return to the main screen.
  5. Click on the Next Step button to continue.

Step 4 - Assign Partner Manager

On this screen, you need to assign the partner manager to your customer. At least one contact needs to be transferred. The assigned partner manager will be able to 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 is provided on the screen to find the required contact by name.
  2. A list of contacts will be displayed on the screen. The logged-in user will be pre-selected in the list. The logged-in user cannot be unselected.  
  3. Additionally, you can choose more contacts to assign as partner managers for your customers. Please note that only selected contacts will be offered to customers, and the selected contacts will be highlighted.
  4. Click on the Cancel button to close the wizard.
  5. Click the Previous Step button to return to the main screen.
  6. Click on the Next Step button to continue.

Step 5 - Summary

  1. Upon clicking the Next button on the Assign Partner Manager screen, an offer will be sent to the dedicated customer.
  2. Once the offer is sent successfully, a confirmation message will be displayed on the screen.
  3. Once the confirmation is shown on the screen, click on the Close button to close the screen.
  1. The partner's card gets added to your business partner with a status of Open.




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