Profile Detail Page
You maintain partner profile information on the Profile Detail page. The Profile Detail page provides a straightforward means to administer the information you need to work effectively with your partners. The information is organized by tabs that group related information together:
The tabs are:
Info Tab
This tab displays key partner information:
- Profile name: the display name for this profile. In Release 6.0 and higher, profile names need not be unique. However, bear in mind that in several places in the user interface, profiles are listed by profile name and so if two profiles have the same name, then they will be indistinguishable in any list of profile names. We suggest that you adopt a naming convention that ensures that profile names are effectively unique.
- Main telephone: the main telephone number of the partner
- Main facsimile: the main facsimile number for the partner
- Profile type: Each profile must be assigned a type. The choice of types is determined at the time of the implementation of the Comergent eBusiness System. For a profile to be available for selection as a distributor, you must select "Distributor" in this drop-down list.
- Profile level: if you assign profiles to one of several levels (such as Platinum, Gold, Silver), then select the correct level for this partner.
- XML Message version: the XML version is required to send messages to this partner's server.
- Login/Password required (for distributor partners only): if you check this box, then a username and password is required for the enterprise employee to access the distributor's site for inventory collection. For more information, see CHAPTER 27, Inventory Collection.
- Company website address: the main home page for this profile. Although this field is not required, you must provide a Web site address if you wish the partner to be contacted through the Partner Selector function.
- Organization Email: the email address for the company. Although this field is not required, you must provide an Email address if you wish the partner to be contacted through the Partner Selector function.
- Distributors: each partner can have a business relationship with one or more distributors to place orders and obtain price and availability information. For the current profile, select those distributors with whom the partner has a business relationship. The list of profiles whose names are displayed in the drop-down list is determined by those profiles whose whose type is "Distributor".
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In previous releases, the list of distributors was used to determine to which distributors could be used for price-and-availability requests. In this release, this information is for display only. |
- Message URL: This field is required if the partner needs to send or receive Comergent XML messages (such as price and availability checks and cart transfers). This field represents the URL to which messages for this partner are sent to or received from.
If you are creating a profile for a C3 Partner.com partner, then the entry follows the format:
http://<servername:port>/Comergent/msg/<partner name URL>
- Account manager: the enterprise employee responsible for the business relationship with this partner
- Custom field #1, Custom field #2, and so on: these fields can be customized to suit individual information needs.
- Accounts: this panel provides access to the payment accounts used by the partner to manage their program activities.
This panel gives you access to the payment accounts for the partner: MDF and Co-op accounts. The Co-op % and Co-op Account Maximum fields are used to calculate how uploaded updates to Co-op accounts are added to the available balances in the accounts.
Addresses Tab
This tab displays the sold-to, ship-to, and bill-to addresses provided by the partner.
Detail Tab
This tab contains business information about the profile.
The Detail tab contains the following fields:
- Organization ID: This ID is used by the enterprise to identify each organization uniquely with whom they do business.
- Year founded: used for information only.
- Revenue: Estimates for this year's and next year's revenues.
- Fiscal year end month: used for information only.
- Number of employees: used for information only.
- Dun and Bradstreet ID: this ID must uniquely identify the partner in the commercial world.
- Services: this sub-tab provides information about the services that this partner offers.
- Skills: this sub-tab provides information about the skills and skill levels that this partner is assessed to have.
Business Tab
This tab contains information relating to the business relationship between your enterprise and the current profile. Only enterprise employees who are channel administrators have the authority to modify information on this tab.
The information on this tab is for informational purposes only and has no effect on any other part of the Comergent eBusiness System. The information comprises:
- Product categories: select one or more product categories to show categories of products that the partner may sell.
- Territories: select one or more territories for this partner.
- Customer types: select one or more customer types (vertical markets) for this partner.
- Commerce Category: Direct.
- Contracts: there may be several business agreements between your enterprise and this partner. This sub-tab provides basic information about each agreement.
Hierarchy Tab
The Hierarchy tab enables you to manage a profile hierarchy. You can use this tab to create a complex organizational structure. For example, you can create management companies, divisions, locations, and departments. Then, by navigating down through the hierarchy of "children", you can create and view "children" within "children" to an infinite number of levels. See Profile Hierarchy for more information.
If a profile is enabled as either a Partner.com Partner or Storefront Partner, then this tab also includes a button that enables the creation of customers. Creating a customer enables a partner to provide additional products and special pricing for certain partners. See Customers and Their Users for more information.
Logo Tab
You can use the Logo tab to upload a profile logo so that the logo is displayed when customers access the partner's storefront. You can also upload a cascading stylesheet (CSS) file to manage the look-and-feel of the partner's storefront.
Commerce Tab
You can use the Commerce tab to enable a profile as either a Partner.com Partner or as a Partner.com Partner with Storefront Partner capabilities. See Administering the Product Catalog for more information about these capabilities.
Use this tab to specify payment options and shipping options that this partner wants to support. The selected options are displayed to users when they are editing the order header information before placing an order.
Payment Options
You must select one or both of Account or Credit Card: if you do not, then customers placing a split order to this partner will not be able to complete their order.
The available options are determined by entries in the CMGT_LOOKUPS table whose LOOKUP_TYPE is set to "PaymentType" and "CreditCardType". These entries are typically created at implementation time.
You can set up a payment gateway for your partner profile: this involves selecting a payment processor and providing the merchant details for your partner. See To Set Up a Payment Gateway for details.
Shipping Options
You must select at least one of these options: if you do not, then customers placing a split order to this partner will not be able to complete their order.
The available options are determined by entries in the CMGT_LOOKUPS table whose LOOKUP_TYPE is set to "ShippingMethod". These entries are typically created at implementation time.
Assigned To
You use this tab to see which enterprise users have been assigned to this partner.
Pricelists Tab
You use the Pricelists tab to assign price lists to this partner.
Product Entitlements Tab
You use the Product Entitlements tab to assign product entitlements to this partner. You can also manage the order in which the product entitlements are evaluated.
Notes Tab
You can make notes as you work on partner profiles using the Notes tab.
