Overview

Partner.Net is an Add-On Component of the TallySales Management System for Corporate Entities who have built a network of Partners (Resellers, Franchisees, or Dealers).  Partner.net provides an efficient means of retail management communications between the Corporate Office and its individual Partners.   

At the Corporate level, Partner.Net provides detailed business information that can be viewed from the entire organizations perspective or narrowed down to an individual Partner store. 

Individual Partners have all of the advantages of a fully functional Point-of-Sale and Back-office Management System.  Partner's data remains secure and inaccessible by other partners in the organization, enabling the flexibility to sell not only the corporate products, but also the individual partners own products.

Activating Partner.Net

1. From the Enterprise Tab of TallyExplorer, navigate to the Company Configuration tab.
2. Select the Uses Preferences button.
3. Update the Partner.Net value to Yes.

4. Select Save.

   TallyExplorer will need to be closed and reopened prior to the Partner Management Tab becoming available.  It is suggested to restart TallyExplorer only after all Employee Job Roles and Security Group Rights have been set.

Configuring Employee Job Roles

Once Partner.Net is activated, an employee can be assigned the Partner Management Job Role from the ‘Back Office’ Manager Job Role(s) section of the Employee’s Profile.  By activating this Job Role, general access to the Partner.Net Management tab will be made available to the employee.

While the employee has general access to the Partner.net Management tab, specific functions and permissions need to be defined.  For example, assigning a user the Partner Management job role will allow them to access Partner.Net information, but allowing or restricting their ability to make changes to partner information is defined through Group Rights Management.

1. From the Human Resources Tab of TallyExplorer,  Open the Employee to add the Partner.Net Job Role.
2. Navigate to the Profile Tab.
3. Check the Partner Management option within the Back Office’ Manager Job Role(s) section.
4. Select Save.
5. Select Exit.

Repeat the above process for all desired Employees.

Defining Partner.Net Security Group Rights

Once Partner.Net is activated, a Partner Management Section will appear in Group Rights Management. 

1. From the Human Resources Tab of TallyExplorer, Select Group Rights.
2. Select the Management Security Group that will be given Partner.Net security permissions.
3. Navigate to the Partner Manager section of the Tree.
4. Edit any Partner Management Security Rights
1. The Partner Management Section gives a user permission to add/edit the individual Partners.
2. The Partner Product section gives a user permission to add/edit products available to the Partner.
5. Once all permissions are set, Select Save.
6. Select Exit.

Repeat the above process for all desired security groups.

Creating a Partner

Partners are added and maintained from the Partner Management tab within TallyExplorer.  Be sure that the ‘Partners’ function is selected from the Function listing.

1. From the Partner Management Tab of TallyExplorer, Select New Partner. (The New Partner window appears.)
2. Enter the Partner’s name.
3. Select the Partner’s Type.
4. Select the Partner’s Status.

5. Link an Agent account to the partner.

   If the Agent does not exist, one will need to be created from the CRM Tab within TallyExplorer.  When a Sale is performed at one of Corporate’s Cash Registers for the Agent account linked to a partner, a Partner Transaction is performed.  This allows the inventory purchased to be moved into the partner’s Inventory.

6. Define the Partner’s Enterprise.
   1. Add a Store
      1. Select Add Store. (The Partner Store window appears.)

      2. Enter at least the required information.

         The Store Number must be unique within the Partner.

      3. Select Save. (The Partner Store Window will close.)
      4. Repeat for all desired stores.
   2. Add a Unit
      1. Highlight the desired store to which the unit will be added.
      2. Select Add Unit. (The Partner Store window appears.)

      3. Enter at least the required information.

         The Unit Code must be unique within the Partner.

      4. Select Save. (The Partner Unit Window will close.)
      5. Repeat for all desired units.

   3. Select the Default Warehouse.

      Each Partner is required to have at least one store: one unit that is configured as the Synchronization Host and a Default warehouse.   Any new stores or units added by the partner will sync up automatically; there is no need to add them to the partner’s definition.

7. Define the partner’s Permissions.

   1. Merchandising

      Permission	Description
      Allow 'Partner' to modify the price of 'Corporate' products	The partner will be permitted to change the retail price of any corporate product sent to the partner.
      Allow 'Partner' to edit the description of a 'Corporate' product	The partner will be permitted to change the Description of any corporate product sent to the partner.
      Allow 'Partner' to add its own product(s)	The partner will be permitted to add and sell products acquired from another source.
      Allow 'Partner' to mark down 'Corporate' products	The partner will be permitted to mark down the Retail Price any corporate product sent to the partner.
      Allow 'Partner' to place 'Corporate' products on sale	The partner will be permitted to create a sale event for any corporate product sent to the partner.
      Allow 'Partner' to discount 'Corporate' products	The partner will be permitted to apply a discount to any corporate product sent to the partner.
      Allow 'Partner' to assign 'Corporate' products to a discount plan	The partner will be permitted to add any corporate product sent to the partner to a Discount Plan.
      Allow 'Partner' to edit 'Corporate' handset properties	The partner will be permitted to edit the activation types any corporate handset sent to the partner.
      Allow 'Partner' to add its own handset(s)	The partner will be permitted to add and sell handsets acquired from other sources.

   2. External Payments

      Permission	Description
      Allow 'Partner' to accept and process payments	The partner will be permitted to accept bill payments and deposits.
      Allow 'Partner' to process payments offline	The partner will be permitted to accept bill payments and deposits while the payment system in unavailable.
      Allow 'Partner' registers to auto-save external customers	The partner’s cash register will save any customer for which a bill payment or deposit is performed; adding the customer to the partner’s customer listing.

   3. Ordering and Receiving

      Permission	Description
      Allow 'Partner' to edit the re-order points for 'Corporate'            products	The partner will be permitted to edit the re-order points for 'Corporate' products.
      Allow 'Partner' to edit the re-stock levels for 'Corporate' products	The partner will be permitted to edit the re-stock points for 'Corporate' products.
      Allow the system to auto accept new products at the Partner Level (bypass the Catalog Process)	If Selected, any products sent to the partner will bypass the Product Catalog system, automatically               becoming a product within the Partner’s product listing.

   4. Synchronization

      Permission	Description
      Allow the system to synchronize 'Corporate' Products            (un-checked for Payment Mode Only)	If selected, any products assigned to the partner will be sent to the partner.  In cases where the partner only accepts payments and deposits, this option should not be selected.
      Allow sharing/synchronization of Coupons	If selected, corporate coupon definitions will be sent to each partner.
      Allow sharing/synchronization of Gift Certificates	If selected, corporate Gift Certificates definitions and balances will be sent to each partner.
      Allow sharing/synchronization of Gift Cards	If selected, corporate Gift Card definitions and balances will be sent to each partner.Assigning Partners to       Product.

   5. Assigning Partners to Products

      Permission	Description
      When assigning a product to Partners using the 'Partner Product Wizard';  automatically select this 'Partner' (for ease  of use)	If selected, the partner will automatically be selected within the Add partner Product wizard.                           This option is intended to aid in the Partner Product definition process.

8. Select Save.

9. Select Exit..

Creating a Partner Product

Partner Products are added and maintained from the Partner Management tab within TallyExplorer.  Be sure that the ‘Partner Products’ function is selected from the Function listing.

1. From the Partner Management Tab of TallyExplorer, Select New Partner Product. (The New Partner Product window appears.)

2. Define how the Product is identified:

   Setting	Description
   Standard Product	Any product not created via the Handset Manager. i.e. Accessories and Services
   Handset	Any product created via the Handset Manager

3. Select the Product using the product lookup.
4. Within the Partner Selection section, Select all partners who will receive the item for sale.
5. Select Next.

6. Define the Cost and Price of the Partner Product:

   Value	Description
   Cost	The value at which the Partner will purchase the item from Corporate.
   Price	The value at which the Partner will sell the item to its customers.

   If the Cost or Price is not defined, the current Corporate values are inherited.

   Both values are a Supplement value, and will be added to the current corporate values. For Example, if a cost of 2.00 is entered, the effective cost will be the Corporate’s current cost + 2.00. Likewise, if a cost of -5.00 is entered, the effective cost will be the Corporate’s current cost - 5.00.
   The Cost and Price can be defined differently for each Partner.
7. Select Finish.