Onboarding - Partner Policies & Settings Template

Once you have been given access to Quipt, you must complete your Partner Policies & Settings Template. This template will used used to enable Quipt's AutoSync to seamlessly connect you with any channel and supplier available* within the Quipt network. If a partner has a customer policy or setting that differs from yoru default template, it can be overwritten during the AutoSync connection.

To access the template, open "Business Rules"

At the bottom of the page open 'Channel Policy' to set your default template.

It should bring up a screen that looks somewhat like this:

The policies tab has sections for Orders, Requests, Service Level Agreement, Inventory, and Accounting.

If you need to change anything, then make sure you hit ‘Save’, otherwise all your work will be lost.

For a more detailed description of each field, refer to the article "Overall Partner Policies".

Be sure to save the page once more from the "Business Rules" tab AFTER saving the Channel Policy template