Adding Partner Profiles

Complete the following steps to add partner profiles:

  1. Log in to the ONE system.

  2. Select Menu/Favs > Partners > Search Partner Profile.
    The Search Partner Profile screen appears.

    images/download/attachments/131841325/image-2023-6-9_9-55-14-version-1-modificationdate-1686318915000-api-v2.png



  3. Click Add Partner Profile and then select your desired partner profile type.

    images/download/attachments/131841325/image-2023-6-9_9-56-9-version-1-modificationdate-1686318970000-api-v2.png

    The New Partner Profile screen appears.

    images/download/attachments/131841325/image-2023-6-9_9-58-50-version-1-modificationdate-1686319130000-api-v2.png

  4. Fill out the following fields. Fields with an asterisk ( * ) are required.

    Field

    Description

    * Partner

    Select a partner using the picker tool.

    * Name

    Enter a name.

    Account Number

    Select an account number using the picker tool.

    Transportation Instructions

    Enter any transportation instructions.

    Note

    Enter any additional notes.

  5. Save the new partner profile using one of the following options:

    1. Click Save to save the new partner profile and display a success message.

    2. Click Save and Add Another to save the new partner profile, display a success message, and display a blank New Partner Profile form to add another partner profile with the same Partner.