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Shreeya Dangol
Written by Shreeya Dangol

Adding Partner and Product

Partners are organizations that you represent, such as institutions, universities, visa offices, accommodation providers, and insurance companies.


On the other hand, Products are courses, visa sub-classes, rental services, or insurance policies that are offered by Partners in different locations.


For example, Bachelor of Accounting is a Product, offered by our Partner named, Australian Demo University in their Sydney and Melbourne Campuses.


To add a Partner & Product, select a Partner from the Quick Add Button at the top info bar.


Step 1- Select Master category


Step 2- Select Partner Type.

Step 3 - Now, Add Partner’s Name. For example, Australian Demo University.


Step 4- Here, add the Business Registration Number of the Partner. This can be used while invoicing them.


Step 5- Then select Workflows, where you want their applications to run. 


Step 6- Select the currency type.

Step 7- Add partner address and contact details. 

Step 8 - Since most of the universities have multiple campuses at various locations. You can add those campuses as a Branch.


You can simply import all your partner’s with their products and even branch offices from our master database

To do so, follow the given steps.

Step 1- Go to the Services page from the Dashboard.

Step 2 - Click on the Add New button.

Step 3 - Now select the Import From Agentcis Database option.

Step 4- Now, select the Workflow to process the partner's application.

Note: if the relevant workflow is inactive or missing, you can directly create one from here.

Step 5 - Select the Partner category, whether it is Education or other categories like Insurance, Migration, etc.

Step 6 - Click on the Choose Partner and Product button to proceed.

Step 7- Select the Country where your partner is located.

Step 8- Select the Partners from the list.

Step 9-  Select the Revenue type. 

Step 10- Import the Partner.

The selected partners, their branches, and products will be imported into your system.

Adding Product

Follow the given steps to ass product in the system :

Step 1 - Click on the Quick Add Button on the Top-Info Bar.

Step 2 - Now add the Product's name.

Step 3 - Add Product type.

Step 4- Add the associated Partner and its Branches

Step 5- Then add the Revenue Type whether it is revenue generated from a client or from the partner.

Step 6- You can also add product information like Duration, Intake Month along with Product Description and Notes for other team members to see when required. 

Step 7 - Click on the Save button.