How to create a Partner?

Partner Management

Partner — How to create a partner?

Click on the Partner management tab from the menu–> Then click on the Partner option. Click on the “ADD PARTNER” button, which is on the right top corner of the console.

Once users click on the “ADD PARTNER” button, it will redirect to the “Create Partner” page. Create partners page have different sections 1) Basic Information 2) Seller details.

• Enter the Basic information (“*” are the Mandatory fields)

• • Name of partner * – Here the user will enter the Name of “partner”
  • POC(Point of Contact) * –  Here the user will enter “Name of Point of contact”
  • Email ID * – Here the user will enter an “Email ID of Partner”
  • Payment Terms * – This is a drop-down tab where the user will select payment terms with a partner. Payment terms are as follows.
    • 35 days.
    • 45 days.
    • 60 days.
  • Format Type * – Here the user has to select “format Type” depend on a partner, we provide 2 option’s 1) JSON 2) Gzip (By default it is JSON).
  • Status * – This is the drop-down tab where a user has to select the “Active or Inactive Status” of their partner.
  • Auction Type *- This is the drop-down tab where a user has to select the “1st price or 2nd price Auction Type” of their partner.
  • Comment – This is an optional tab. if, a user wants to make some notes about a partner he/she can mention it here.

• Enter the Seller Details (“*” are the Mandatory fields)
  • Is confidential * – This is the drop-down tab where a user has to select the ” True or False”

• • • True means you want to keep seller details of partner confidential.
      • Seller ID * –  Auto-generated seller ID will be shown here.
      • Seller Type* – Here user will select a “seller type” from the drop-down tab.
        • if Supply is Direct then select Publisher.
        • if Supply is in-direct then select Intermediary.
        • if supply is a mix of both direct and indirect, select Both.

• • • False means details are not confidential (DSP can see sellers’ details).
      • Seller ID * –  Auto-generated seller ID will be shown here.
      • Seller Name* – Auto-generated seller Name will be shown here.
      • Domain Name* – Enter the domain without  prefix (for ex:abc.com)
      • Seller Type* – Here user will select a “seller type” from the drop-down tab.
        • if Supply is Direct then select Publisher.
        • if Supply is in-direct then select Intermediary.
        • if supply is a mix of both direct and indirect, select Both.
• Save & cancel – After completing the above procedure of creating Partner, “click on Save or Cancel” which is on the bottom right corner of a console on the Create partner page.