Shown on screen as Partner Store (the record was renamed from Store Dealer). A Partner Store link says that a partner account (a dealer or distributor company) sells from a given store's catalogue, optionally for one branch of that company. It is the second of three ways xMatix finds a partner's store: a store whose own Partner Account is the partner always wins, then the partner's Partner Store links, then a store published to an account group the partner belongs to. The chosen store decides the range in the Product Catalogue on orders and other documents, the selling scope of sales executives on web and mobile, and the store a partner microsite sells from. A link can also carry Partner Service Areas (pincodes) so that brand-storefront orders are routed to that partner even when the partner has no microsite. The record is in no app menu; open it from the Partner Store list. It is hidden when the organisation is set up as a single company.
Fields
| Field | Label | Type | Required | What it does |
|---|
BranchId | Branch | Lookup → Branch | | Optional branch of the partner account. When the document or sales executive has a branch, a link for that branch is preferred, and a link with no branch applies to every branch. A branch link does not fence the branch: if the partner has no link for the current branch and no link without a branch, the partner's other links are still used. |
City | City | Text | | Free-text city for reference, edited on the record page. It plays no part in choosing a store or in pincode routing. |
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
CurrencyIsoCode | Currency ISO Code | Text | | Free-text currency code recorded on the link. Nothing reads it: catalogue prices come from price lists, and a microsite's channel currency is taken from the store. |
ExternalId | External | Text | | Identifier of the link in an external system, for imports and integrations. It is not on the shipped forms. |
Id | Id | Guid, hidden | Yes | |
Label | Label | Text | | Optional caption. It is not on the shipped forms and nothing reads it. |
ModifiedById | Modified By | Lookup → UserAccount | | |
Name | Name | Text | Yes | Your own name for the link, typed on the create form. There is no automatic numbering, so use something you can search for, such as the dealer and store names. |
OwnerId | Owner | Lookup → UserAccount | | The user who owns the record, shown on the record page. It does not affect which store is chosen. |
PartnerAccountId | Partner Account | Lookup → Account | | The partner account (company) that sells from the store. Only active accounts flagged as partner accounts can be picked. A link without a partner account is never used to choose a store, and it cannot be given pincode coverage. |
State | State | Text | | Free-text state for reference, edited on the record page. It plays no part in choosing a store or in pincode routing. |
StoreId | Store | Lookup → Store | | The store whose catalogue the partner sells from. A link with no store is ignored. If the partner account is also named directly on a store's Partner Account field, that store wins and the link is not consulted. |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
Actions
| Action | Label | Type | What it does |
|---|
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
Delete | Delete | Delete | Delete |
DeleteEntity | Delete | Delete | DeleteEntity |
DeleteRow | Delete | Delete | DeleteRow |
Edit | Edit | EditInline | Edit |
EditEntity | Edit | Edit | EditEntity |
EditInLineEntity | Edit | EditInline | EditInLine Entity |
EditRow | Edit | Edit | EditRow |
New | New | New | New |
Lookup filters
| Filter | Lookup field | Notes |
|---|
| Partner Account Filter | PartnerAccountId | |
- Branch — looks up via
BranchId - Store — looks up via
StoreId - Account — looks up via
PartnerAccountId
