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Creating a Channel Partner

The create channel partner page enables you to define a new channel partner.

1. On the Channel Partner Information pane, specify whether the channel partner Type is Company or Individual.



2. For (Company Type) channel partner, provide the following information:
   1. Company Name—Enter a name for the company.

      The name must be unique because two channel partners (company or individual) cannot have the same name. This setting is also case sensitive.
      

   2. Telephone and Fax—Enter telephone and fax numbers.
   3. CRM ID and Ref ID— Enter values for CRM ID and Ref ID if required.
   4. Description—Enter a description for the Channel Partner.
   5. Contact Information—The Contact Information pane appears for company-type channel partners only. This is optional. If you provide values in any of the required (*) fields, then you need to fill all the required fields in this pane. Following fields are available:
      1. First Name, Middle Name, and Last Name—Provide a name for the Contact.
      2. E-mail—Enter the e-mail address of the Contact.
      3. Locale—Select the preferred language for the Contact.
3. For (Individual Type) channel partner, provide the following information:

   

   1. First Name, Middle Name, and Last Name—Provide a name for the Channel Partner.

      The name must be unique because two channel partners (company or individual) cannot have the same name. This setting is also case sensitive.

   2. Contact E-mail—Enter the e-mail address of the Channel Partner in the field.
   3. Locale—Select the preferred language for the Channel Partner.
   4. Telephone and Fax—Enter telephone and fax numbers.
   5. CRM ID and Ref ID— Enter values for CRM ID and Ref ID if required.
4. In the Billing Details pane, enter the billing address.



5. To specify a shipping address same as the billing address ensure that the Shipping details are same as billing details check box is selected. To specify a different shipping address, clear this check box. The Shipping Details pane is displayed. Enter the shipping address.
6. To associate a product with the channel partner, click + Add Product.
7. On the Product Selection pop-up window, select the check box for each product that you want to add.



8. Click Add Product To Channel Partner.
9. Click Save.

On this page, the +Add Product button is used to associate product(s) with channel partners. However, you will be unable to do this if either of the following conditions is true.

• The master key is unplugged and multiple batch codes are present in the EMS database.
• The master key is plugged and either channel partner module has expired or is not present in the master key.

In both cases, the +Add Product button will be disabled on the GUI.