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Partner Groups

The purpose of Partner Group view is to manage company’s partners like vendors, customer, and employees as partner groups; e.g. like your franchised operation where by your goods and services are sold through such sales channels. By managing partners into groups, it aids the company in the reporting and business analysis process. Below actions are available under “Partner Groups”:

Samooha icon2  Create new group; update, delete, view and search for details.

Partner Groups

 

Field Name
Description
Mandatory Information
Partner Group Name Name of the partner group

Y

Group Code Custom code for the group

Y

Is a grouping plan Tick the checkbox if it is a grouping plan

N

Subs groups allowed  Tick the checkbox if it allows subs group

N

Sub Group of Select the main/parent partner group

N

Description Description

N

 

Create New Group

1. Click “Create New” button at the right side of screen

Partner Groups - create

2. Fill up partner group’s information

3. Tick on “Is a Grouping Plan” box if it is a master group plan. The “Sub Groups Allowed” box will be automatically ticked to allow creation of sub groups under the group

4. Tick on “Sub Groups Allowed” box to allow creation of sub groups under the group

Partner Groups - groupings

5. Choose a (parent) group from “Sub Group Of” drop-down list to assign the group under the selected (parent) group

Partner Groups - sub group

6. Click “Save” button at the bottom of screen to save

 

Update Group Details

1. Double click on group to be updated, it will bring up the selected group details on the right side of the screen

2. Right click on assigned partner in “Assigned Partners” table at the bottom right of screen, and select “Move to Partner Group” to reassign it to another group. It will pop up a window with list of available partner group to choose from

Partner Groups - move group

Partner Groups - move to group

3. Click “Save” button at the bottom of the screen when done with the updates

 

Delete Group

1. Double click on group to be deleted, it will bring up the selected group on the right side of the screen

2. Click on “Delete” button at the right side of screen

3. Click on “Yes” button on the pop-up window to confirm group deletion

Partner Groups - delete

 

View and Search for Account Details

1. Enter search parameter to filter the result, i.e. type in the group name in the search textfield box at the bottom left of the screen.

Partner Groups - search

2. Double click on group to view, it will bring up the selected group details on the right side of the screen

3. Right click on assigned partner in the bottom right table to open and view it’s register entries

4. Click export_csv_icon button on top of screen to export the partner groups as CSV file 

 

Assigned Partner Groups

1. Click the “Unassigned Partners” at the list of Partner Group

Partner Groups - unassigned

2. Right click on the mouse on a partner in the “Assigned Partners” table and select “Move to Partner Group”

Partner Groups - move group

3. Choose a Partner Group and click “Ok”

Partner Groups - move to group