Establish a Partnership

There are three ways to register a partner when you initiate establishing a partnership:

• Create: This allows you to register a partner through the Trading Partner Management user interface where you can fill up a partner registration form to enter the required partner information such as name, address, primary contact, and so on. Trading Partner Management creates partnerships based on a domain of the primary contact’s email address.
Create a partner by filling up the partner registration form

1. Open Trading Partner Management.
2. On the Partners page, select Create from the drop-down menu.
3. On the Register Partner page, select a registration template or a form.
4. Enter the partner’s business details in the registration form.
5. Enter the primary contact's name and email address. Trading Partner Management registers the partner based on the domain.
6. Click Create.

Once you save the partner, the partner is listed in the Partner Navigator page with the status Active.

Once registration is complete, the partner receives an email notification. The partner is then required to create a Smart Trading Cloud account. When the partner signs into his account, Trading Partner Management reconciles the partnership automatically and displays the partner in the list of partners.

• Connect: You can establish a partnership with another account that is already registered on Edifecs Cloud. You can send a partnership request and the Edifecs Cloud account holder would then either accept or reject your partnership invite.
Establish a partnership with an existing Edifecs Cloud Account

1. On the Partners page, select Connect from the drop-down menu.
2. On the Register Partner page, select a registration template or a form.
3. In the template or the form, select the accounts that you want to connect to from the list of accounts available on Edifecs Cloud, and then click to connect to those accounts.

Trading Partner Management sends an email notification to the selected Edifecs Cloud accounts to accept or reject the partnership request and displays the partner in Partner Navigator with the status Pending Partner Action.

• Invite: When you do not have information on your partner like Name, Address, Primary Contact and so on, you can still register the partner by sending an invite using their email address. Your partner will receive the invitation to join Edifecs Cloud and to establish a partnership with your account. The partner is then required to create a Smart Trading Cloud account. When the partner signs into his account, Trading Partner Management reconciles the partnership automatically and displays the partner in the list of partners.
Invite partner(s) using their email address(es)

1. On the Partners page, select Invite from the drop-down menu.
2. On the Register Partner page, select a registration template or a form.
3. Click to invite a partner or several partners by entering their email addresses. You can invite several partners at one go by adding comma-separated email addresses, for example, john.doe@mail.com,sara.roe@mail.com.

On the Partners page, in the Invited via Email- Pending Partner Action section, you can retrieve the list of partners you have invited using their respective email address.

When a partner declines your partnership invitation, you can also re-send the invitation to the partner.

To re-invite a partner:

1. On the Partners page, click the name of a partner with the status Declined.
2. On the Partner page, click .

After you re-invite a partner, Trading Partner Management changes the partner status from Declined to Pending Partner Action.

Delete or withdraw a partnership invitation

To delete a partnership invitation:

1. Open Trading Partner Management.
2. On the Partners page, from the list of partners, click a partner with the status Pending Partner Action.
3. On the page with additional information on the partner, click Delete, and then click Confirm.

To withdraw a partnership invitation:

1. On the Partners page, click Invited via Email- Pending Partner Action.
2. Click to the right of the partner’s invitation that you want to withdraw, and then click to withdraw the invitation.

Note Trading Partner Management has a set of in-built partner registration forms. You can contact support at support.edifecs.com, if you would like partner registration forms to be customized to meet your business requirements.