1. Using Partner Relationship Management for Channel Managers
  2. Overview of Partner Assets

Overview of Partner Assets

A partner asset is a specific instance of a product owned by a partner account.

Partner assets can be specific instances of ownership for tangible products like computers, automobiles, or equipment parts, or they can be contracts for intangible things like services, software, or licenses and agreements.

Partner assets must be associated with a product or product group.

  • Product: Products are the individual goods and services the partner account sells, for example Green Server Model 3000.

  • Group: Product groups can represent a group of products or an individual product, however they're usually used to group related products together into a single category so that you can more easily work with them. Channel managers and partners can use product groups and products to create an asset hierarchy for your products. For example, you can have a product group named Servers that includes every line of servers that your company offers for the partner to sell. Within that product group, you can create a child product group for each line of your servers, such as Green Servers, Sentinel Servers, and Ultra Power Servers. Each of these product groups can contain the different server models that constitute that line of servers.

The following figure gives an example of how to use product groups and products to organize assets.

This image shows how product groups and products can be used to organize assets.

Channel managers can use the Assets subtab on the Partner details pages to manage assets for their partner accounts. Partners can manage their assets by clicking Assets directly from their home page on the channel organization's Oracle Cloud applications.

Partner Asset Subtabs

Subtabs on the Assets pages provide channel managers and partner sales representatives with the following information:

  • Summary: Provides a summary of the asset.

  • Team: Provides information of team members associated with the asset.

  • Contacts: Provides information of contacts associated with the asset. Use this tab to add additional contacts to the asset or remove existing contacts from the asset. You can either search for an existing contact or create a contact.

    Note: If the asset is associated with a single contact, then that contact is the primary contact.

  • Opportunities: Enable you to view opportunities for the asset. An asset can have multiple opportunities. However, an opportunity can't have multiple assets.

  • Leads: Enables you to view leads for the asset. An asset can have multiple leads. However, a lead can't have multiple assets.

  • Service Requests: Enables you to view an add service request tickets related to the asset.