========= Resellers ========= Within Odoo's *CRM* app, leads can be forwarded to resellers (or partners). Leads can be manually assigned, or automatically assigned, based on the resellers' designated *level* and location. Configuration ============= To utilize the reseller features, the *Resellers* module first needs to be installed. Navigate to the :menuselection:`Apps application`, and remove the :guilabel:`Apps` filter from the :guilabel:`Search...` bar. Then, search for `Resellers`. .. image:: resellers/resellers-module.png :align: center :alt: The resellers module in Odoo. Click :guilabel:`Activate` on the :guilabel:`Resellers` module card that appears. Doing so installs the module, and returns to the main Odoo dashboard. After the module is installed, navigate to the :menuselection:`CRM app`. Under the :menuselection:`Configuration` menu is a new section, titled :guilabel:`Resellers`, with three options beneath it: :guilabel:`Partner Levels`, :guilabel:`Partner Activations`, and :guilabel:`Commission Plans`. .. _crm/partner-levels: Partner levels ============== Partner *levels* are used to differentiate between various resellers. To view the partner levels, navigate to :menuselection:`CRM app --> Configuration --> Resellers: Partner Levels`. On the :guilabel:`Partner Levels` page that appears, there are three default levels: - :guilabel:`Gold` - :guilabel:`Silver` - :guilabel:`Bronze` New levels can be added, as needed, by clicking :guilabel:`New`, and filling out the resulting level form. Existing levels can also be edited and renamed, if desired, as well. To modify a level, select it from the list, and proceed to make any desired changes from the level form page that appears. Level weight is used to decide the probability a partner to be assigned a lead or opportunity. On the level form, assign a numerical value (greater than zero) to the :guilabel:`Level Weight` field. If the weight is zero, no leads are assigned. .. tip:: *Level Weight* can be assigned on an individual contact record. The weight assigned on the individual record overwrites the default weight assigned on the level configuration form. .. _crm/partner-activations: Partner activations =================== Partner *activations* are used to identify the status of a partner. Activations are assigned on an individual contact record, and can be used to group or filter the *Partnership Analysis* report (:menuselection:`CRM app --> Reporting --> Partnerships`). To view the partner levels, navigate to :menuselection:`CRM app --> Configuration --> Partner Activations`. Three activation types are created by default in the *CRM* app: - :guilabel:`Fully Operational` - :guilabel:`Ramp-up` - :guilabel:`First Contact` New partner activations can be added, as needed, by clicking :guilabel:`New`, and entering a :guilabel:`Name` on the new line that appears. Then, select the desired status in the :guilabel:`Active` column. Existing partner activations can also be edited and renamed, if desired. To rename a status, click the :guilabel:`Name` field of a desired level, and enter a new name. To change the active status of an activation, slide the toggle in the :guilabel:`Active` column of the desired activation to the *inactive* position. .. figure:: resellers/activations-toggle.png :align: center :alt: The list of default partner activations in the CRM app. The list of default Partner Activations in the CRM app. The toggle for First Contact is in the inactive position, while the rest are active. Partner assignments =================== After :ref:`partner levels ` and :ref:`partner activations ` configured. To update an individual partner record, navigate to :menuselection:`CRM app --> Sales --> Customers`, and click the Kanban card for the desired partner to open the customer record. On the customer record, click the :guilabel:`Partner Assignment` tab. Click the :guilabel:`Partner Level` field, and select an option from the drop-down menu to assign a level. Click the :guilabel:`Activation` field, and select a partner activation type from the drop-down list, if desired. Then, click the :guilabel:`Level Weight` field to assign a different level weight, if necessary. Publish partners ================ With the Odoo *Website* and *Resellers* apps installed, a new webpage (`/partners`) is created to display a list of all active partners from the *CRM* app. Next, return to :menuselection:`CRM app --> Sales --> Customers`, and click the Kanban card for a partner. From that partner's contact form, click the :guilabel:`Go to Website` smart button at the top of the page to open that partner's webpage. Next, click :guilabel:`Edit` at the top-right of the partner's webpage, and use the :doc:`building blocks <../../../websites/website/web_design/building_blocks>` to add any additional design elements, or information about the partner. .. tip:: A company summary is a useful addition to this page. After making any necessary changes to the page, click :guilabel:`Save`. At the top of the page, slide the :guilabel:`Unpublished` toggle to the active, :guilabel:`Published` position, if needed. Repeat these steps for all partners. .. image:: resellers/partners-webpage.png :align: center :alt: An example of the partners webpage, displaying available partners by level and location.