Table of Contents

Adding Partners

Jessica Powell Updated by Jessica Powell

Before partners can start selling your products, they need information about your catalogue. You already set up your Products and attached Prices to your catalogue. Now it's time to share this information with a partner.

Partner means another business that you trade with using Convictional.

If You Were Invited By A Partner

  • Navigate to your Partners page
  • The partner who invited you will be listed as one of your preset partners. Click on their entry.
  • You'll see a screen that looks like the image below. Click into the price list box and choose the price list you uploaded for this specific partner. 
  • Click save in the top right corner. You're done!

If You Want To Create A New Partner

Tip: In order to create a new partner, you will have to create a price list for them before sending an invitation to connect. The Price List guide is here.
  • Navigate to your Partners page
  • Click Create in the top right corner:
  • Fill out the required information, including the price list you created for this specific partner. When you're done, click Create or Create and Invite, depending on whether you want to notify the partner right away or not.

 

Your partner will get a notification that you've invited them to trade.

Next Steps

If the buyer is already using Convictional, they'll need to add you as a partner in Convictional as well.

If the buyer is not already using Convictional, they'll need to sign up.

How did we do?

The 4Ps of Seller Onboarding

Seller Quickstart Guide

Contact