PLM: Set Up > Partners > Create New

If a Partner does not yet exist in PLM, follow below steps to create new "Partner."

Before Beginning: Ensure the Partner DOES NOT YET EXIST IN PLM or Exenta.

If the Partner exists in PLM, then ensure the partner also exists in Exenta (partner code must match between systems.)

If the Partner exists in Exenta, then follow below steps to add Partner into PLM (partner code must match between systems.)

If the Partner does not exist in PLM or Exenta, then follow below steps to add Partner into PLM and then add Partner into Exenta (partner code must match between systems.)

Steps to take:

Once you have checked to ensure the Partner DOES NOT exist in PLM, follow below steps.

1. Click: Set Up

2. Click: Partners

3. You will be brought to the Partners List page.

At this point, utilize the filter to check once more if the Partner you need exists.

4. Next, click "New Partner" button at top right of page.

5. You will then be brought to below page

At this point, fill out the form below.

Ensure that:

Partner name & code are typed out in ALL CAPS
That the "partner code" is unique, and not the same as any other partner code.
The currency code selected is accurate.
The country is where the physical partner is located. (This is important as downstream Partner Country will be used as a Design's COO for designs associated with this Partner.)
The balance of information is accurate.
"Active" is set to YES.

7. Click create.

8. Once you click create, click into the Partner profile you have just created.

Then click the section "Attachments."

9. You will then be brought to the "Attachments" section of the Partner profile.

Here, please save the completed "Partner Onboarding Documents" that were filled out when gathering partner related information.

You can save these documents here by:

1. Click "Upload"

2. You can then drop your file(s) directly onto pop up screen, or select files from your computer. Once files are selected, click "Upload."

3. Your files will then be saved in the attachment section of the Partner profile.

Congratulations, you have successfully created a new Partner in PLM that can now be utilized to complete design & material profiles.

***Ensure that the same Partner exists in Exenta.