Sales Partner Type
Overview
Sales Partner Type – Business Overview
Sales Partner Type is used in Dafater to categorize and organize different kinds of sales partners your business works with. It defines what kind of partner you are dealing with, such as distributors, resellers, agents, or referral partners. This classification helps ensure clarity, consistency, and better reporting across sales operations.
Purpose in Business Operations
Sales Partner Type allows your organization to:
- Clearly define different partner roles in your sales ecosystem
- Standardize how partners are classified across teams
- Support accurate tracking of partner performance, commissions, and responsibilities
- Enable better analysis of sales channels and partner-driven revenue
By using Sales Partner Type, businesses can manage partner relationships more strategically rather than treating all partners the same.
Prerequisites and Setup Requirements
Before using Sales Partner Type effectively, the business should: - Identify all categories of sales partners it works with (for example: Distributor, Dealer, Channel Partner, Referral Agent) - Agree internally on clear definitions for each partner category - Ensure sales and finance teams align on how these partner types will be used in reporting and commission structures
Once defined, these types become a reference that can be consistently applied across sales partner records.
Typical Workflow and Business Fit
Define Sales Partner Types
The business first creates Sales Partner Type records to represent each category of partner.Assign to Sales Partners
Each sales partner is then linked to one Sales Partner Type, clearly identifying their role.Use in Sales Activities
When sales transactions are associated with partners, the Sales Partner Type helps:- Segment sales performance
- Apply partner-specific rules or expectations
- Analyze which partner categories drive the most value
Review and Optimize
Management can review sales results by partner type and adjust strategy, incentives, or focus areas accordingly.
Key Business Scenarios Where It Is Essential
- Multi-channel sales models where distributors, resellers, and agents operate differently
- Commission-based partnerships where rules vary by partner category
- Sales performance analysis by partner type to identify high-performing channels
- Strategic expansion when onboarding new kinds of sales partners
In all these cases, Sales Partner Type brings structure and clarity.
Important Considerations for Users
- Keep Sales Partner Types simple and clearly defined to avoid confusion
- Avoid creating too many similar types, as this reduces reporting value
- Review partner types periodically to ensure they still match the business model
- Ensure all sales partners are consistently assigned a Sales Partner Type
Summary
Sales Partner Type is a foundational classification tool in Dafater that helps businesses manage, analyze, and optimize their partner-driven sales activities. By clearly defining partner categories, organizations gain better visibility, control, and strategic insight into their sales network.
Basic Information
- Module: Selling
- Document Type: Other
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| salespartnertype | Sales Partner Type | Data | ✓ | - | Defines category of sales partners for reporting and commission rules |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| System Manager | ✓ | ✓ | ✓ | ✓ |
Related DocTypes
| DocType | Relationship | Module |
|---|---|---|
| Sales Partner | Linked from | Setup |