Any vendor, wholesale customer, or lab that your organization works with is referred to in MJ Platform as a partner.
When you use the supply chain (Sales Order or Purchase Order) to track the movement of inventory, or when you add test results to a batch, you must select the partner involved to track the interaction.
You must first create a partner profile in order to track your interactions with them, and you must add at least one facility for the partner to select them for Purchase Orders or Sales Orders.
Note: In some jurisdictions, such as Pennsylvania and Puerto Rico, partners are automatically set based on your state integration.
Creating a Partner
Open the App Drawer, expand the Facility Settings menu and click Settings (Advanced).
Click Partners.
Click Create Partner. This opens the Create Partner Profile page.
Enter information about the partner in the fields provided. Required fields are marked with an asterisk on the page.
Field | Description |
Name | The name of the organization. |
Marketing Email Address | The public-facing email address of the partner. (You can input a direct communication email in the Facility section. See below for more information. |
Partner Group | You can either select an existing partner group or type in a new one. The group names you enter into this field are search tags. The partner will appear in search results on the Partners page if the search text matches either its name or any of its assigned group names. |
Partner Rating | You can rate the partner as you work with them. This rating is visible to you on the Partners page. |
Payment Terms | The default payment terms for this partner. This is a convenience setting that will auto-fill certain fields on Purchase Orders and Sales Orders when you select this partner. |
Partner Type | The options selected here determine where the partner will be available:
|
Organization Status | Determines whether users can select this partner when using the system. |
Click Add New Facility at the bottom of the page. This adds a new section to the partner profile where you can enter information about the physical facility of the partner.
You can click the button again to add more facilities if necessary.
Enter information about the facility in the fields provided. Required fields are marked with an asterisk. You can also upload license documents to keep them on record.
Partner Profile Facility Fields
Use the contact information fields for your own reference.
From the Partner Facility Type drop-down menu, select the options that describe the types of services your organization uses from this facility. The options you select here will be the options available for selection on Purchase Orders and Sales Orders involving this partner facility.
Documentation
These fields pertain to the facility's license and tax IDs.
Click the Add File drop-down menu to add a row to the State License, Whole Sale Tax Id, or Sales Tax Id section. You can do this multiple times for each section.
After filling the fields in an added row, click Upload File to upload a PDF of relevant documentation. Once a PDF is uploaded, the Download icon turns blue. You can click this icon at any time to view the document, or click the x icon in the corner to remove the file from the system.
Note: Only one document can be stored per row. If you upload another document, it will replace the current one.
Click Save. This adds the partner to the system and returns you to the Partners page.