Partners Management

The Partners module allows you to manage all business partnerships, track partner information, and monitor shared transactions between your organization and partners.

Partners Overview

✅ Key Features:

  • View total number of active partners
  • Manage partner contact information and details
  • Search partners by username
  • Add notes about each partnership
  • Track partner transaction history and revenue sharing
Partners Overview
Search Functionality

Quickly locate specific partners using the Search By User Name feature:

  • Enter any part of the partner's username
  • Results will filter automatically as you type
  • Clear the search field to view all partners
Partner Transactions

✅ Transaction Monitoring:

  • Total Service Share: Revenue share from services
  • Total Products Share: Revenue share from product sales
  • Total Transactions: Count of all partner transactions
Partner Transactions
Filtering Transactions

Use the Filter by Type dropdown to view specific transaction types:

  • All: Shows all transaction types
  • Services: Only service-related transactions
  • Products: Only product-related transactions
Managing Partner Notes

✅ Best practices for partner notes:

  • Record important partnership details and agreements
  • Note any special terms or conditions
  • Track partnership milestones and achievements
  • Keep contact information up-to-date
  • Use "N/A" when no notes are required
Pagination Controls

Navigate through partner records efficiently:

  • Rows per page: Select how many records display (10, 25, 50, 100)
  • Use the pagination controls to move between pages when applicable
Pagination Controls

Navigate through partner records efficiently:

  • Use the rows per page dropdown (▼) to select display density
  • Default shows 10 rows per page (e.g., 5, 10, 15, 20)
  • Use pagination controls when you have more vendors than fit on one page (e.g., Prev, Next)
Pagination Controls