Sales Partner

Overview

Sales Partner – Business Overview

The Sales Partner document is used in Dafater to manage third‑party entities who help sell your company’s products or services. These may include distributors, dealers, commission agents, affiliates, or resellers. A Sales Partner is not an internal employee but an external party that earns commission or incentives based on sales performance.

This document allows the business to formally recognize, manage, and track these partners in a structured way.

Purpose in Business Operations

The Sales Partner document serves as the central record for each external sales collaborator. It helps the business:

Track who is authorized to sell on behalf of the company
Define commission eligibility and responsibility
Attribute sales to the correct partner
Measure partner performance and contribution
Maintain transparency in commission-based selling arrangements

By using Sales Partner records, management can clearly distinguish direct sales from partner-driven sales.

Prerequisites and Setup Requirements

Before using the Sales Partner document effectively, the business should:

Define its partner sales strategy (direct sales vs partner-driven sales)
Decide commission structures and payout rules
Ensure products or services are already set up in Dafater
Establish basic commercial terms agreed with partners (region, territory, or customer type)

Once these basics are in place, Sales Partners can be created and activated.

Typical Workflow and Business Fit

Create a Sales Partner
A new Sales Partner record is created for each distributor, dealer, or agent the business works with.
Assign to Sales Transactions
When a sale is made through a partner, the relevant Sales Partner is selected on the sales document.
Track Sales Performance
Sales linked to each Sales Partner are tracked over time, allowing management to review volumes, revenue, and trends.
Commission Review and Settlement
Based on recorded sales, commissions can be calculated and settled according to agreed terms.

This workflow ensures that partner-driven sales are properly recognized and rewarded.

Key Business Scenarios Where It Is Essential

The Sales Partner document is especially important when:

The company sells through distributors or resellers instead of directly to customers
Commission-based selling is a core part of the revenue model
Different partners serve different regions or customer segments
Management needs visibility into partner performance
Sales attribution is required for incentive or payout purposes

Without this document, partner sales can become difficult to track and manage accurately.

Important Considerations for Users

Each Sales Partner should represent a legally or commercially distinct entity
Clear agreements should exist outside Dafater to avoid disputes over commissions
Sales teams must consistently select the correct Sales Partner on transactions
Periodic reviews help identify top-performing and underperforming partners
Inactive or discontinued partners should be clearly marked to avoid misuse

Summary

The Sales Partner document in Dafater is a foundational setup tool for businesses that rely on external parties to drive sales. It enables structured partner management, accurate sales attribution, and fair commission handling—supporting scalable and transparent partner-based growth.

A third party distributor / dealer / commission agent / affiliate / reseller who sells the companies products for a commission.

Basic Information

Module: Setup
Document Type: Setup

Fields

Field Name	Label	Type	Required	Options	Description
partner_name	Sales Partner Name	Data	✓	-	Official name of the sales partner in Dafater
partner_type	Partner Type	Link		Sales Partner Type	Classification defining partner role and engagement model
territory	Territory	Link	✓	Territory	Geographical area assigned to the sales partner
commission_rate	Commission Rate	Float	✓	-	Percentage commission payable to partner on sales
address_desc	Address Desc	HTML		-	Formatted summary of partner address details
address_html	Address HTML	HTML		-	Rendered HTML view of partner address
contact_desc	Contact Desc	HTML		-	Formatted summary of partner contact information
contact_html	Contact HTML	HTML		-	Rendered HTML view of partner contact details
targets	Targets	Table		Target Detail	Sales targets assigned to the partner
showinwebsite	Show In Website	Check		-	Controls visibility of partner on Dafater website
referral_code	Referral Code	Data		-	Unique code used for referral tracking
route	Route	Data		-	Website route for partner public page
logo	Logo	Attach		-	Partner logo displayed in Dafater and website
partner_website	Partner website	Data		-	Official website URL of the sales partner
introduction	Introduction	Text		-	Brief introductory note about the partner
description	Description	Text Editor		-	Detailed description of partner offerings and background

Child Tables

Targets (Target Detail)

Field Name	Label	Type	Required	Options	Description
item_group	Item Group	Link		Item Group	Item category used for defining sales or production targets.
fiscal_year	Fiscal Year	Link	✓	Fiscal Year	Fiscal period in Dafater for which targets are planned.
target_qty	Target Qty	Float		-	Planned quantity target for the selected item group.
target_amount	Target Amount	Float		-	Planned monetary target amount for the defined period.
distribution_id	Target Distribution	Link	✓	Monthly Distribution	Monthly distribution template defining how targets are spread.

Permissions

Role	Read	Write	Create
Sales User	✓
Sales Manager	✓
Sales Master Manager	✓	✓	✓

DocType	Relationship	Module
Customer	Linked from	Selling
Delivery Note	Linked from	Stock
POS Invoice	Linked from	Accounts
Pricing Rule	Linked from	Accounts
Process Statement Of Accounts	Linked from	Accounts
Quotation	Linked from	Selling
SMS Center	Linked from	Selling
Sales Invoice	Linked from	Accounts
Sales Order	Linked from	Selling
Sales Partner Type	Links to	Selling
Territory	Links to	Setup