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 display the Add Partner menu

3. 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.

4. Drag the  left or right to re-size the logo then click  when complete
5. Fill in all required information

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

6. Click  to add a new address if the partner has multiple sites.

7. Click  to save the new Partner