NetSuite Partner Management Software


Included in the standard NetSuite account is the Partner Center Role for partners. A partner is a company you have a business agreement with who isn’t a customer or a vendor. The Partner Center role lets your partners view their Customers, Sales and Promotion Codes and reports.

netsuite partner role center


NetSuite’s partner management software extends your sales organization while allowing you to maintain full control of every element of the selling process, including promotional discounts and marketing campaigns. NetSuite lets you provide promotional discounts through your channel as one-time-use discounts, or limited time offers. Support your partners’ marketing efforts with campaign tracking capabilities, which allow you to monitor and optimize channel programs via a referring URL.

netsuite manage partner records


Based on the level of access you set, the partner management software allows your partners to view customer records, manage their pipeline more effectively, enter leads and process orders. Additionally, with partner management software you’ll be able to track sales activity and view forecasts on your partner channel.

You can even give channel partners access to the latest campaigns and product information via an intranet. As a result, your partners can sell and service customers more effectively.

If you do not have partner records enabled in your account, an administrator can enable them at Setup > Enable Features. On the CRM subtab, check the Partner Relationship Management box, and click Save. To assign the Partner Center role to a partner, the Partner Access feature must be turned on at Setup > Enable Features > Web Site.

To assign the Partner Center role:

  1. Open the partner record.
  2. On the Access subtab, check the Give Access box.
  3. In the Role field, select Partner Center.
  4. Check the Send Notification Email box if you want to notify this partner that they have been given access. This e-mail explains login procedures. However, it does not contain the partner’s password. You need to communicate this information to the partner.
  5. Enter a login password for this partner.
  6. In the Confirm Password field, re-enter the password.
  7. If you want to allow this partner to give access to its subpartners, check the Can Give Login Access to Subpartners box.
  8. Click Save.
netsuite partner center settings

You can preview what your partner sees by clicking on the Access subtab on the Partner record and click the Login As Partner link.

*An Advanced Partner Center role is also available for an additional fee, which gives partners access to more records, transactions and reports, and in addition, with the Incentive Management module, NetSuite lets you pay commissions to partners.