Add Business Locations of Partners
A business location is the address and other identifying information of a partner. One partner often has multiple departments or other distinct groups at various locations. You can set up multiple locations for one partner to simplify shipping and billing procedures. It can also include contact information such as the name, phone number, and email address of a person associated with a particular location. Each business location can have multiple contacts.
To add a business location for a partner, perform the following steps:
- Procedure
- On the
Business Locations tab, click
Add Location.
The Add Location dialog is displayed.
- In the
Add Location dialog, enter the following details:
Details Field Description Location Name Enter the name of the location. Email Enter the email ID. Phone Enter the contact number. FAX Enter the fax number. Web URL Enter the web URL. Address Enter the address. Primary Legal Contact Select the legal contact information from the dropdown list. Primary Support Contact Select the support contact from the dropdown list. - To assign either primary legal or support contacts to the business location, or to add contacts to the partner, click
New Contact
on the
Contacts tab or click the
Add icon
in the Primary Legal Contact or Primary Support Contact fields and provide the following details:
Contacts Field Description Contact Type Select the type of the contact from the dropdown list: General, Support, Legal, or Business. First Name Enter the first name. Last Name Enter the family name. Phone Enter the contact number. FAX Enter the fax number. Email Enter the email address. Your contact is displayed in the Primary Legal Contact andPrimary Support Contact dropdown lists.
- Click Add.
Deleting Business Locations
- Procedure
- In the Business Locations tab, to delete the business locations, select the business location you wish to delete from the table and click the delete icon.