Overview of Partner Archives Management #

Partner archives are essential for maintaining organized records of business relationships with partners. The archive system allows you to track and manage detailed partner information, ensuring smooth interactions and business operations. With bold formatting used to highlight key sections, this system streamlines data management and promotes transparency.

Partner Archives Tab Details

The Partner Archives tab is the hub for storing key partner information. By managing these details effectively, businesses can track the necessary fields associated with their partners, ensuring easy access and retrieval of important data.

Key Partner Archive Fields: #

• Partner Company: The name of the partner company.
• Owner Code: A unique identifier assigned to the owner of the partner company.
• Customer Code: Code assigned to the customer within the system.
• Vendor Code: Code linked to the vendor for tracking purposes.
• Supply Agent: Identifies the agent responsible for managing the supply.
• Product Push: Permission for the partner to push products into the system.
• Product Edit: Allows the partner to edit product details.
• Allow Transport: Permission for the partner to manage transportation logistics.
• View Purchase: Provides the partner access to view purchase data.
• Sort: Sorting options to better organize and search the archive.

Adding Partner Details #

To add or update partner information in the system, you can follow these steps. The process is simple and ensures that your partner details are correctly entered into the archive.

Steps to Add a Partner: #

1. Navigate to System > Partner Archives
   
2. Right-click on the lower part of the screen.
3. Click “Add Partner” to open the details input form.
4. Enter the details of your partner into the form:
   • Partner Company: Name of the partner company.
   • Owner Code: Unique identifier for the owner.
   • Customer Code: Specific code for the customer.
   • Vendor Code: Code associated with the vendor.
   • Supply Agent Order: Assign the supply agent for order management.
   • Authorized Product Editor: Assign editing rights for authorized products.
   • Allow Transport: Manage transport permissions for the partner.
   • Allow View Purchase: Permissions for the partner to view purchase records.
   • Sort: Choose sorting preferences for better data organization.
5. Save and Close to complete the process and store the partner details.

This system provides an efficient way to manage your partner archives, ensuring all important details are tracked and easily accessible. By following the steps outlined above, you can add, update, and maintain your partner information effortlessly.
For detailed walkthrough, Please refer to the Video:   Partner Archives