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  from the Side Menu
   
   
2. Click   to bring up the Add Partner menu 
   
   
3. Fill in all required information 
   
   

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

Should the Partner have multiple sites click  . This will add another line for an extra Business Address.

4. Once all information has been added click  to save the new Partner