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Assigning an Order to a Partner Employee

In some industries, it is common for the brand owner company to get orders from customers and then assign them to a partner for fulfillment, outsourcing all or part of the order. For example, if a bank is providing a mortgage for a customer, it might outsource the appraisal request to a partner. You can assign an order to a partner employee or to a partner company.

In other industries, partners get orders from customers. The partner relationship managers at the brand owner company can see all of the orders at a partner company.

To assign an order to a partner employee

1. Navigate to the Sales Orders screen, then the List, and the All Sales Orders Across Organizations view.

   You can also navigate to the Service Orders screen, then the List, and the All Service Orders Across Organizations view.

2. In the Sales Orders list, select the record for the order you want to assign.
3. In the More Info form for the record, click the Multiple Select button for the Sales Rep field.

   The Order Team Members dialog box appears.

4. Click New.

   The Add Employees Dialog box appears.

5. Select the partner employee to whom you want to assign the order and click OK.

   The employee is added to the Order Team Members dialog box.

6. In the Order Team Members dialog box, click OK.

   The order is visible to this partner employee in the My Orders view.

Use the following procedure to assign an order to a partner company.

To assign an order to a partner company

1. Navigate to the Sales Orders screen, then the List, and the All Sales Orders Across Organizations view.

   You can also navigate to the Service Orders screen, then the List, and the All Service Orders Across Organizations view.

2. In the Sales Orders list, drill down on the name of the order you want to assign.
3. In the More Info form for the record, click the Multiple Select button for the Organization field.

   The Organizations dialog box appears.

4. Click New.

   The Add Organizations Dialog box appears.

5. Select the organization of the partner company to which you want to assign the order and click OK.

   The organization is added to the Organizations dialog box.

6. In the Organizations dialog box, click OK.

   The order is visible to this partner organization in the All Orders view.

Use the following procedure to view the orders of a partner company.

To view the orders of a partner company

1. Navigate to the Partner Operations screen.
2. In the Partners list, drill down on the name of the partner company whose orders you want to view.
3. Click the Orders view tab.

   A list of the partner's orders appears. This list includes orders that have the partner organization assigned to the order; it does not include orders that have partner employees assigned to them but do not have partner organizations assigned to them.