Correct configuration of your Partner Settings allows you to easily manage and track partners within the OrderGrid app. Create partner groups to sort clients and vendors into additional categories.
Create A Partner Group
1. Navigate to the Partners module on OrderGrid and select “Settings” from the drop-down menu.
3. Click the “New Group” button.
4. Add a name to your Partner group. Click Save.
Create A Partner Tag
Note: Tags help aid categorization by allowing you to filter your partners by the tags you create. You can add multiple tags to a partner.
1. Go to the "Tags" tab. Click the “New Tag” button.
2. Add a name to your Tag. Click "Save".
Congratulations! You have successfully configured Partner Settings in OrderGrid. Repeat this process to add more groups and tags.