How to assign a device to a partner

Blanca Castillo
Blanca Castillo
  • Updated

What does it mean?

Perhaps you'd like your partners to use devices for sales purposes. Unlike the process described in this article, in this case, the device is registered under the partner’s account. This allows us to limit the products they sell and configure commissions and markups within the permissions and pricing menu in Palisis.

 

What should I do?

For this example, we have used 'Chris Smith Travel Agency (test)' as the partner and 'Palisis AG - Susana Moleón' as the supplier.

Creating the partner account

First, we need to create the partner in Palisis. Please, take a look at this article.

After that, please, contact our Support team support@palisis.com and request them to convert the partner into an owner.

 

Setting up the partnership

Next, establish the partnership between both accounts and configure the partner’s permissions and pricing.

unnamed (7).png

 

In this case, the partner will only conduct onsite sales:

unnamed (8).png

 

Registering the device under the partner’s account

Once our Support team confirms that the setup is complete, the terminal can be registered under the partner’s account. By logging in with the Sales User and clicking the Partner button, the partner will be able to see and sell the supplier’s products.

2090cfa4-9c19-47e9-bb4c-2f7c0261fc7b.png

 

ee8da1d6-4b7b-4a9d-831a-1681d5254667.png

 

6fbe6fcb-66d2-48f5-9ebc-f0f0750122fa.png

 

35b98996-ec42-4238-8014-e5f25ecfd70b.png

 

Troubleshooting

If you encounter this error on the terminal while selling products, please contact our Support team at support@palisis.com and provide a screenshot or photo of the error.

 

21e3015a-24ee-4157-9d2a-5a6dac6e30d0.png