This document helps you understand how to invite your trading partners to connect with you and start trading.
To invite a partner, you will need their email address and a price list to assign them. In order to invite a partner, you need to create the partner:
Now that you have created a partner, the next step is to invite them. Each partner has a link you can click to invite them:
We will send them an email with a link to sign up. You can see the status of their invitation and whether the invite has been sent on their record.
We recommend that you only activate partners after they are signed up and connected with you. This allows you to ensure you have all the information you need to start trading with them.