Set Up Resellers

Step 1: Create a Partner

Navigate to the 'Customers Tab' and click on 'New Customer'. Fill in the partner information and turn on the 'Partner' toggle to mark it as a partner.

Step 2: Create a Bespoke Reseller Price

Navigate to the 'Pricing Tab' to create bespoke pricing for your resellers. You can duplicate existing products and change pricing, or create new products from scratch. See the full product and pricing creation process here.

Step 3: Create a Reseller Contract

Once the reseller has made a sale, a reseller contract needs to be created. Navigate to the 'Customers Tab' and click on 'Create a Contract'. Click on 'Search' to add the relevant reseller to the contract. Continue to add the relevant products with the reseller price and customize the contract (see the full contract creation process here). *Note that in a reseller contract, the customer is the partner, not the end user.

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