Add a Partner to exchange the data with a Company. A Partner could be a Customer, Supplier, or a Vendor. You can add a Partner to multiple Networks.
Before adding a Partner, ensure that you have:
- added a Network.
- provided the Host ID of your Company (Account > My Company > Edit). This is mandatory to configure EDI settings for a Partner.
All partners are added as internal partner initially. However, an internal partner can become a self-managed partner or an external partner after accepting the email and activating the account on Connect. Company user must specify the email id for an external partner while adding a partner. Note that the facility to add an external or self-managed partner is available only in a few editions of this product, contact Adeptia Support to upgrade if you don't see this option.
To add a partner:
- Click Partners > Partners > Add Partner.
- Provide Partner Details such as Partner Name and Network name. Click Next.
- Click Adeptia India will manage... if you want to add this partner as an internal partner. Else, click Allow <partner name> to self manage...
- You can also add system parameters if there are any defined in the network of this partner.
- Click Add to add the partner for your company.
If you have added the partner in self manage category, the partner will receive an email and should follow the steps given below to activate the account.
Partner Activating Account
The Partner needs to follow these steps to activate the account:
- Open your Inbox.
- Search the email received from your Company.
- Click Setup Account.
On the Complete Your Registration form, displayed in a new tab, fill in the details and click Complete Registration.
You can't change Partner Name and Email id.- This completes your registration and activates your account. Login to Adeptia Connect using your registered email id.
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