Business partners

Register partners (referrers, resellers, integrators) and link them to the clients of origin — the basis for tracking where your business comes from and paying referral commissions.

Units, resellers, consultancies and sales channels — this is the role of the "Sales Partners" screen within the platform.

Who refers or resells, and how much they receive for it. The commission rule applies from the date you enter: changing the percentage does not recalculate the past, on purpose — a commission already calculated is a commitment made. To change the past, use an explicit adjustment.

Registers and edits a sales partner — unit, reseller, consultancy or channel — with the identification data (name, legal name, tax ID, type, email, phone, status and notes) on the main tab, and two details as automatic tabs: Movements (the partner's financial statement) and Users (who at the partner accesses the portal and with which permissions). It is a master-detail: everything about the partner is handled on this screen, without jumping to separate records.

The list runs on the standard engine: it exports Excel, PDF and CSV of the entire set, keeps saved views per user and column preferences, and has a recycle bin through ?excluidas=1 in the URL. Search and filters also work by link — ?q=texto and ?fd_=valor open the list already narrowed, which makes any selection shareable: copy the URL with the filter applied and send it to your colleague, who will open exactly the same set.

Besides identification (name, legal name, tax ID, email, phone), the partner has Type — unit, reseller, consultancy or channel —, Status and Notes. Opening the record, the form brings two detail tabs: the Movements (the financial statement that feeds the commission receivable in the Partner Portal) and the partner's Users, with individual permissions over what each login sees in the portal. The list is the door; management happens in the form.

The Type field classifies the partner (unit, reseller, consultancy, channel) and is what guides the readings by type of partnership. Status controls whether the partner is in operation — an ended partnership changes status instead of deleting the record, preserving the history of movements and links. Notes is free text for context that does not fit in a structured field: agreed conditions, alternative contacts, particulars of the agreement.

When you save a view with the Views button, it stores four things: the search text, the applied filters, which columns appear (and in what order) and which column the list is sorted by. Applying the view restores everything at once — including resetting the sort and the page you were on, so the result is exactly what the view describes. Views saved before this version remain valid: whatever they didn't store simply doesn't change when applied.

Nas fichas, sair de um campo já dispara a conferência do que dá para conferir na hora: campo obrigatório deixado em branco e e-mail mal formado. O aviso aparece embaixo do campo e desaparece quando você começa a corrigir. Campo numérico não precisa de aviso: ele simplesmente não aceita letra enquanto você digita. Isso é conforto, não a validação final: ao salvar, o sistema confere tudo de novo do lado do servidor.

The Movements tab is the partner's statement: each entry with type, date, amount and status — it is what produces the commission receivable the partner sees in the Partner Portal. The Users tab defines who at the partner enters the portal and what each one sees: permissions are per user (view tickets, view customers, view finance, approve quotes, view commission), so you can give financial visibility to the owner and only tickets to operations staff.

In the record's activity panel, each note has "Turn into request". The click creates a ticket with the note's text, who wrote it and the link to this record — nothing is retyped. Use it when the note is a request for action ("someone needs to review this"); the note stays where it was. The button only appears once the record has been saved; a read-only session (demo) doesn't create one.

Whoever has permission to view this screen in their profile, with the module unlocked in the account's plan. Browsing the list and touching the records are separate verbs: create, edit and delete are granted per profile. It's worth remembering that the partner has an outward-facing side — the users linked to it access the Partner Portal with the permissions defined in the record —, so whoever edits here is also administering what third parties see.

"Where do I see sales partners?" — when that question comes up, this is the screen where it is answered.

Open the record and look at the Timeline on the right: it shows each change as "from one value to another", with the person and the date. When there are many changes, use the two filters at the top of the timeline — one by field, the other by person. The search runs in the database, so old changes show up just the same. You can also ask Tenkai: "who changed contract 482?".