Creating a Partner

 

Partners are businesses or suppliers that you partner with to deliver work.

Telstra Trades Assist allows you to add your own partners to help you streamline the way you do business together and also lets you connect to Telstra's partners.

Simply add your preferred supplier as a partner to integrate their price lists and make purchasing parts easier.  In Partners, you can also connect Telstra Trades Assist to Xero or MYOB to streamline your invoicing, inventory and customer data.

 

Creating a Partner

  1. Click mceclip0.png from the Side Menu
  2. Click mceclip1.png to display the Add Partner menu

mceclip2.png

  1. Click  from the top left to add a copy of the partners logo to their tile

Tip: You can also drag and drop a file containing the partner’s logo directly onto the area to attach it.

mceclip1.png
  

  1. Drag the  left or right to re-size the logo then click mceclip3.png when complete
  2. Fill in all required information

mceclip0.png

Tip:  Items marked with an * are mandatory fields and will need to be completed before you can proceed.

  1. Click mceclip4.png to add a new address if the partner has multiple sites.

mceclip3.png

  1. Click mceclip5.png to save the new Partner
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