PARTNERS – ROLE, ACCESS, AND PARTNER CENTER

A partner is a company with whom you have a business agreement, but who is not a customer or a vendor.  

Features to be enabled: 

> Partner Relationship management feature 

• Navigate to Setup > Company > Setup Tasks > Enable Features (Administrator)  

• Click the CRM subtab. In the Partners section, check the Partner Relationship Management box, and then save.  

We can associate promotion codes with partners on the Promotion Codes subtab. When customers have partners listed on their customer records, those customers can use only promotion codes associated with that partner. 

> Multi-Partner management 

Check this box to enable multi-partner management, so we can associate sales transactions and customers with multiple partners. 

> Partner Access and Advanced Partner Access feature 

To assign the Partner Center role to a partner, the Access feature must be enabled.  

An administrator can enable the Partner Access feature at Setup > Company > Enable Features (Administrator). Click the Web Presence subtab. Under the Access section,  

• check the Partner Access box to allow partners online access to their profiles. 
• check the Advanced Partner Access feature to assign an Advanced Partner Center role to partners that give access to more records and transactions than the Standard Partner Center. 

The Advanced Partner Center role can be customized at Setup > Manage Roles to create roles with various access to transactions, records, and reports for each partner. 

If we turn off the Advanced Partner Center feature, all advanced partner center roles are changed to Standard Partner Center roles. 

Standard Partner Role 

NetSuite provides a standard Partner Center role for partners. The Partner Center role lets our partners view the Sales by Partner and Sales by Promotion Code reports, partner records, and promotion codes. If we use the Partner Commission & Royalties feature, our partners can also view commission reports. 

Creating Partner Records 

We can create partner records for companies and individuals that bring business to the company. 

Partners are associated with sales transactions and with new leads, giving us information about the company’s partnerships. 

To add a partner record: 

1. Go to Lists > Relationships > Partners > New (Administrator). 

2. Under Primary Information: 

1. Select the custom form we want to use to create this partner record. 

2. To enter the name of this partner: 

• If this partner is a company, enter the name of the partner in the Company Name field. 
• If this partner is an individual, enter the name of the partner in the Name field. We can also enter the partner’s company in the Company Name field. 

NetSuite uses the name to generate the partner ID in the Partner ID field. To enter a partner ID manually, clear the Auto box, and then enter the ID. 

3. The Partner Code field displays the name entered in the Partner field. We can change this code. 
   When we associate customers with this partner, this code determines what customers see on the website, and what promotion codes they can use. 

4. In the Type field, select either Company or Individual. 

5. If this is an individual, enter the partner’s job title. 

6. Enter the name of this partnership as it should appear on checks made to this partner. 

7. If this partner is a sub-partner, select the parent partner in the Sub-Partner of field. 

8. In the Subsidiary field, select the subsidiary to associate with this partner. 
   We cannot enter transactions for this partner until we assign a subsidiary. 
   This field appears only if we use NetSuite OneWorld. 
   When we select this partner on a transaction, NetSuite associates the transaction with this subsidiary. The partner is able to access only information associated with this subsidiary. 

9. In the Category field, select a category for this partner. 
   To create new partner categories, go to Setup > Sales > Setup Tasks > CRM Lists (Administrator). 

10. In the Comments field, enter information about this partner. 

3. Under Email | Phone | Address, enter the phone number, fax number, and email address for this partner. 

4. Under Classification, enter the department, location, and class associated with this partner. 

5. On the Relationship subtab, attach a new contact to this record. Enter the contact information, and then click Add. 
   NOTE: If we want to attach an existing contact, we must first save the record. 

Communication 

1. Use the Phone Calls, Tasks, and Events subtabs to quickly create and add activities associated with this customer. 

2. On the Files subtab, select and add files from the File Cabinet associated with this customer. Select -New- to upload a new file to the File Cabinet. 

3. On the User Notes subtab, add any notes about this customer. 

Address 

1. Enter the partner’s address. 

2. Click Add/Edit after each address. 

Marketing 

In the Global Subscription Status field, select the status we want to assign this partner. 

If this partner has not subscribed or has unsubscribed to campaigns, set this status to Soft Opt-In or Soft Opt-Out. You cannot change a status set to Confirmed Opt-Out. 
Email recipients can have one of four subscription statuses: 

• Confirmed Opt-In – When an email recipient has indicated that they want to receive your campaign messages, they are assigned this subscription status. Only a recipient can set his or her subscription status to Confirmed Opt-In. 
• Soft Opt-In – Recipients with this status can receive opt-in messages that enable them to confirm whether or not they want to receive your email campaigns as well as email marketing campaigns. 
  You can set a recipient’s status to Soft Opt-In manually or through a mass update. 
• Soft Opt-Out – Recipients with this status cannot receive campaign email messages but can receive opt-in messages. 
  You can change this subscription status to Soft Opt-In manually or through a mass update. 

• Confirmed Opt-Out – Only the recipient can set their subscription status to Confirmed Opt-Out. 
  Recipients with this status cannot receive email campaigns or opt-in messages. Recipients with this status can only opt-in again through the Partner Center or by clicking the link in a campaign message they have received prior to opting out. 

Financial 

1. In the Tax ID field, enter the partner’s tax ID number. 

2. If we use the Partner Commissions/Royalties feature, check the Eligible for Commission box to award a commission to this partner. 
   When we check this box, NetSuite creates a new vendor record for this partner. 

Preferences 

1. In the Email Preference field, select the email format we want to use when we send emails to this partner. 

2. Enter the name as we want it printed on checks made to this partner. 

If we use the Partner Access feature, we can give a partner access to our NetSuite account. An administrator can enable this feature at Setup > Company > Setup Tasks > Enable Features (Administrator). Click the Web Presence subtab, and under the Access section, check the Partner Access box. 

Access 

1. Click the Access subtab. 

2. In the Role field, select the role we want to assign. 

3. Check the Give Access box. 

4. Check the Send New Access Notification Email box to inform the user how to access our NetSuite account. The standard user access notification includes the email address to use for logging in to NetSuite. It also contains a URL so that the user can set up a NetSuite password. 

5. If we want to let this partner, give access to its sub-partners, check the Can Give Login Access to Sub-partners box. 

6. Click Save. 

NOTE: To revoke access, we should clear the Give Access box. If we want to inactivate all roles of the partner, and the partner is also a vendor, customer, or employee, we must revoke access and inactivate those records, too. 

Associating Partners with customers and transactions 

Associating partners with customers and transactions lets us track the revenue generated by the partner relationships. 

If we do not use the Multi-Partner Management feature, we can associate a partner with a customer or transaction. Open the customer or transaction record and select the partner in the Partner field. 

• Edit the record or transaction we want to associate a partner with. 
• On the Relationship subtab, click the Partners subtab. 
• In the Partner column, select one of the partners associated with this customer. 
• In the Partner Role column, select the role this partner plays in dealing with this customer. 
• If this is the primary partner for the customer, check the box in the Primary column. 

• We can have only one primary partner per customer. 
• In the Contribution column, enter the percentage of sales transactions for this customer that is used to calculate the commission for this partner. 
• The total contribution percentage must equal 100%. 
• Click Add. 
• Complete these steps for each partner we want to assign to this customer or transaction. 
   
  When we enter a sales transaction, the partners who are associated with the customer are selected on the transaction, by default. 
  The ability to change partner contribution percentage on customer records and on sales transactions is controlled by the Partner Contribution permission. This permission is available only if we use the Multi-Partner Management feature. 

Advanced Partner Center  

The Advanced Partner Center role gives our partners access to a wider variety of transactions and records than the standard Partner Center role. 

For example, our partners can create their own promotion codes, and track the commission they have earned. They can track their customer and contact records. They can also keep track of upcoming campaigns and view reports to stay on top of sales and support cases involving your partnership. 

To assign the Advanced Partner Center role, an administrator must enable both the Partner Access and the Advanced Partner Access features. An administrator should go to Setup > Company > Enable Features (Administrator) > Web Presence subtab. 

By default, the Advanced Partner Center role combines many of the benefits of the Sales center and the Support center. 

	Create	Full	Edit	View
Transactions			Estimate Find Transaction Opportunity Sales Order
Reports				Lead Snapshot/Reminders Partner Commission Sales Sales Force Automation Sales By Partner Sales By Promotion Code Support Support Case Snapshot/Reminders
Lists	Export Lists Notes Tab Promotion Code	Contacts Customers Email Template Events Partners Phone Calls Tasks	Campaign History Cases CRM Group Find Entities Mass Updates Perform Search Track Messages	Calendar Campaign CRM Lists Financial History Items Knowledge Base Non-Posting Registers Units

Assigning Advanced Partner Center role 

1. Go to Lists > Relationships > Partners. 

2. Click Edit on the required partner record. 

3. Click the Access subtab. 

4. Check the Give Access box. 

5. In the Role field, select Partner Center. 

6. Check the Send New Access Notification Email box to inform the user how to access our NetSuite account. The standard user access notification includes the email address to use for logging in to NetSuite. It also contains a URL so that the user can set up a NetSuite password. 

7. If we want to allow this partner to give access to sub-partners, check the Can Give Login Access to Sub-partners box. 

8. Click Save. 

Now, our partner can access information in our NetSuite account. When our partner logs in, the partner can update the profile and view reports based on sales related to our partnership. 

We can preview what our partner sees by clicking View next to the partner record from the Partners list. Click the Access subtab, and click the Log in as partner link.