Partner How-Tos

Trade partners in Company Administration must be either entries in the company's Partner Master Data or Members on the TraceLink Network. Companies and locations added to the Manage Partners screen can then become Linked Partners within one of the company's apps.

Search Partners

  1. Hover over Company Administration on the User Profile drop-down in the top right of any screen, and then select Partners.
  2. Fill in one or more of the following search fields:
    • Company Name – Filters the results table to display only Partner companies after the first 3 characters of the company's name are entered.
    • Location Name – Filters the results table to display only Partner company locations after the first 3 characters of the company's location name are entered.
    • Identifier – Filters the results table to display only Partners with a specific identifier.
  3. Select Search.

    The results display in the table.

  • To set the identifiers of a Partner currently within they company's network, select Set Identifiers in the Actions column.
  • To edit a Partner company's properties, select Set Display Name in the Actions column for any row with an Entity Type of Company.
  • To remove a Partner from the company's network, select the Delete icon in the Actions column, and then select Confirm in the dialog box.

    Only trade partners that do not currently link to an app can be removed.

Add a Partner

  1. Hover over Company Administration on the User Profile drop-down in the top right of any screen, and then select Partners.
  2. Select Add Partner.
  3. Enter the Company Name of the Partner to add.

    Only entries in the company's Partner Master Data or Members on the TraceLink Network are available.

  4. Select Search.

    The results display in the table.

  5. Select Add Partner in the Actions column of the Partner to add.
  6. Select Add Another Identifier.
  7. Select the company or location associated with the identifier from the Entity Being Identified drop-down.

    Add an identifier for the company before adding any location identifiers.

  8. Select the Identifier Type from the drop-down.

    At least one identifier here must be of the same type as the Partner Company ID Type and the Partner Location ID Type that the Owner entered on their Configure Published Service Settings screen.

  9. Enter the State / Province of the Entity Being Identified (optional).
  10. Enter the Identifier Value in the text field.
  11. Select Submit.

    The Manage Partners screen displays, TraceLink adds the Partner to the company's network.

Import and Export Partner Identifiers

  1. Hover over Company Administration on the User Profile drop-down in the top right of any screen, and then select Partners.
  2. Select Import Partner Identifiers.
  3. Select Choose File.
  4. Browse for and select the desired CSV File (see Formatting the CSV for more information).
  5. Select Submit.

    The Manage Partners screen displays.

  1. Hover over Company Administration on the User Profile drop-down in the top right of any screen, and then select Partners.
  2. Select Export All Identifiers.
  3. Fill in one or more of the following search fields:
    • Created On or After – Only exports created on or after the date selected return in the results table. Defaults to 14 days prior to the current date.
    • Created On or After – Only exports created on or before the date selected return in the results table. Defaults to the current date.
  4. Select Create Export.

    TraceLink begins asynchronously generating the export.

  • Select the link in the File Name column of the Export All Identifiers screen to download the exported identifiers.