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 Business Registration Number of 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.



OR,

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 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 Insurance



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- Import the Partner.



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 product's name.



Step 3 - Add Product type.



Step 4- Add the associated Partner and it's 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.

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