Adding a New Partner
To add a new partner, locate the toolbar at the top and choose "New Partner Request". You'll be given the screen below. Type in the company name to find the partner you seek. If you need help or do not see them, please contact us for help.
Note: The partnering process is a two-step process. The requesting party makes a request, and then the requested party will be notified of the request and must confirm the partner request. By making a request, you do not immediately share any data. The requesting party is always the party seeking to have work done and is volunteering information to be shared. You cannot solicit parties to work for them by initiating a request.
The requesting process sets up the next phase where the requester must choose the geography (stores) where they wish to make their data available to the other party. This list can be amended only by the requester only and by removing all stores you can effectively remove any data sharing without purging the partnership. Once you've found the partner, the requester screen will look similar to below. Note there are three confirmed partnerships and one which is pending partner confirmation. On the partner's end they will have the option to confirm the request.
Managing Stores For Each Partner
In the above table you can see that the Geography / Items is a link (blue text) which shows the number of active stores where sharing is possible. The requester can select this at any time and update the stores much like you'd update a custom region. Below you can add stores by a CSV store list or by any custom region you make. We recommend making custom regions and using those as their much more flexible for use throughout the system.
Once you've added the stores, the partner will immediately have visibility to tasks you've created for these stores and inventory within the stores. Additionally they'll be able to update the progress of these datum and it will be reflected immediately in your account. In this way you can easily arrange for services in areas where you may not have a high presence, the partner can perform work and the workflows are uniform so they can do so quickly and efficiently.
Managing Items for Each Partner
Managing items is just like managing stores – instead of store numbers you're uploading lists of retailer item numbers. The default option when no items are chosen is to share your entire inventory list with the partner. As soon as you provide one or more items, the list is limited to only the items you provide.