How to set up a partner
The Partners functionality in Palisis allows other entities to act as a sales agent or as a supplier for you. Each tour operator/supplier is capable of determining which of his products can be sold at what financial conditions (price itself, place of payment, and commission).
Probably, some of your partners are also partners of some of our customers in the tourism industry. Therefore it's possible that they already work with Palisis Instant Ticketing. As a first step, you should check if the partner already exists in our database.
Search an existing partner
Enter the name of that Partner (full or partial) into the search box in the top-right.
If the result of your searching shows that your partner already exists as part of Palisis Instant Ticketing, then you have to click on "send request" on the right side, and the partner will receive an invitation by email (Partner Cooperation Request in Palisis) and in their partnering section of Palisis. They then have to accept your request to create a technical partnership between both companies.
Important note: If your partner already exists, but he works with a different default currency than you, then you need to create a new partner with the corresponding currency. At the moment, Palisis Instant Ticketing doesn't support a partnership between two entities with different currencies.
In that case or if that partner is yet not registered, you should create a new partner by yourself:
Create a new partner
If you need to create a new partner, then you have to insert at least the Name and E-mail into the mandatory fields.
Important note: Partners are primarily defined within the Palisis system by their E-mail-Address. That does mean that there can't be multiple partners with the same E-mail-Address. Should you receive such a warning, please head back to the partner search, as this partner seems to exist already.
You can add more information to a newly created partner:
- Partner Group
You can group your partners according to your owns requirements. For instance, maybe it's important to you as a supplier (tour operator) to create different partners group depending on the area they work, i.e., Madrid, Barcelona, Seville, etc. Or maybe it's crucial for you to group your partners according to their line of business, i.e., Shops, Kiosks, Concierges, etc.
This is a helpful way to filter and restrict your searchings in "At a Glance" or "Data Export" reports.
If you need to create a new Partner Group, then you have to head to Partnering > Partner Management -> Partner Groups, after that you have to introduce a name for your partner group and finally click on "Save" at the bottom.
- Partner Manager:
If you assign the partner to the person in your company who manages the partner account, then it will be easier to retrieve information from the reports, you will be able to filter and restrict searchings in the reports according to the Partner Manager parameter.
- Activity Type:
It's an informative field about the activity of your partner. In addition to that, if you click on "more attributes", then you can fill even more information in.
Here's a quick breakdown of the additional attributes:
This refers to the department in your company that is in charge of this partner.
Where your partner headquarters is.
Your partner's default currency. It should be the same currency as yours.
Your partner's default language.
Your partner's time zone.
After filling all the blanks in, please, don't forget to click on "Save".
Now you have created the partnership, and it appears on the main Partnering screen. Here you will be able to see and edit different information about your partner.
It's unique identifier for your partner.
Your partner could be a sales agent if he sells tickets for you, a supplier if you sell tickets for him, or maybe both. So here you can select the proper type of partner.
It's possible to introduce here the cost center of the department in your company in charge of this partner.
You can choose the partner group to which this partner belongs to.
You can select from the dropdown list the corresponding partner manager.
If you allow mandated bookings for your partner, then he will be able to sell products in the BoxOffice on their behalf.
Here you can enable credit card payments in your partner BoxOffice. The payments will go to your bank account through your own payment gateway directly.
If the partner has already accepted the partnership, then the status will be "active partnership (Palisis)". If the partnership hasn't been approved yet, then the status will be "active partnership (unverified)".
If you click on here you can assign some specific payment accounts to your partner. This option is only allowed and showed on the Partnership screen in case your partner only work with you as the unique supplier. In that case, you can create as many payment accounts you want to allow your partner.
If the partner is a sales agent, then the next step will be to assign permissions, pricing, and external vouchers. If the partner is a supplier, then the next step will be to configure the "Partner offer". Let's see how to do it in the following sections.
Sales agent: Partner Permission
Please, take a look at our article about "How to configure Partner Permission?"
Sales agent: Partner Pricing
Please, take a look at our article about "How to set up a Partner Pricing?
Sales agent: External vouchers
Please, take a look at our articles about External vouchers
Supplier: Partner offer
Once you have created the partnership with your supplier, then you can decide if you want to show the partner offer on the Palisis devices or not, and what type of receipt layout should be printed after the sale of one of your partner's tickets.