Ventes
Lynx Partner Program - Partner Quotations
Let channel partners author draft quotations that stay Patrii orders, approved (or auto-approved) before they become sales
lynx_partner_program_sale
· v19.0.1.1.0
· Standard
Bêta
Ce que cela résout
Lynx Partner Program - Partner Quotations
Gives channel partners autonomy to build quotations while the company stays the merchant of record: a partner drafts a quotation from an accepted deal registration, the order is created with the company as the seller and attributed to the partner, and it becomes a real sale only after approval (or automatically, per a per-partner auto-approve flag).
Because the order stays the company's, invoicing, collection and the existing payment-triggered commission engine are unchanged — approving a partner quotation attributes the client exactly as winning a registered deal does, so the partner's commission flows on payment with no separate logic.
Key Features
Partner-authored draft quotations — from an accepted deal registration, a partner builds a draft sale.order (seller = the company) in the portal, adding catalog lines within their level's pricelist.
Partner-sellable catalog gate — only products a manager flags lynx_partner_sellable appear in the portal catalog and may be added to a partner quotation, enforced server-side.
Approve or auto-approve — a partner quotation waits in a "To Approve" state until a Partnership Manager approves it; partners flagged lynx_quote_auto_approve skip the queue and confirm automatically.
Attribution reuses the deal-registration lock — approving a quotation stamps the referring partner on the client through the same registration path used when a deal is won, so no parallel attribution exists.
Commissions unchanged — the company invoices and collects; the existing engine pays the partner on payment. This module adds no commission code.
Portal-scoped — partners only ever see and edit their own draft quotations, through a sudo controller with a field whitelist.
Auto-Installation
This bridge installs automatically when the partner portal and Sales are both present: partner autonomy over quotations only makes sense where partners have a portal and the company sells through sale.order.
Intégrations
Lynx Partner Program - Partner Quotations fonctionne avec 1 autre module
Chaque pont est livré séparément, vous n'installez donc que ce que votre équipe utilise.
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