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.

Step 1: To add a Partner and product, select Partner from the Dashboard.

 Step 2: Select Add

Step 3- Select Master category

Step 4- Select Partner Type.

Step 5 - Now, Add Partner’s Name. For example, Australian Demo University.

Step 6- Here, add the Business Registration Number of the Partner. This can be used while invoicing them.

Step 7- Then select Workflows, where you want their applications to run. 

Step 8- Select the currency type.

Step 9- Add partner address and contact details. 

Step 10 - Since most of the universities have multiple campuses at various locations. You can add those campuses as a Branch.

OR,

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

To do so, click on the following link: https://support.agentcis.com/how-to-import-partner-and-products-from-agentcis-database/

Adding Product

Follow the given steps to ass product in the system :

Step 1 - Click on the Product from the Dashboard

Step 2 - Select Add

Step 3- Now add the Product's name.

Step 4 - Add Product type.

Step 5- Add the associated Partner and its Branches. 

Step 6- Then add the Revenue Type whether it is revenue generated from a client or from the partner.

Step 7- 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 8 - Click on the Save button.

To add the partner and product, the user should have the permission as marked in the screenshot:

To edit the permission of the user, please follow the following link: https://support.agentcis.com/what-are-permissions-and-how-do-i-add-or-edit-them/