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Partner Portal 2025, Sales Portal, Partner Portal - Coggle Diagram

- - - - 2FA (Email one-time passcode)
    - - 帳號角色管理
- - - - 發票下載
      - 金流整合
        
        付款狀態與紀錄
        
        線上信用卡
        
        電匯
        
        合約分期支付
        
        Tax Exemption
      - 物流整合
      - 提交與查詢訂單
    - - Special Price Agreement (SPA) 設定
      - Disti 訂單整合 (EIP)
        
        專案單號與價格本勾稽
  - - - 審核結果通知
        
        有效期限 (default: 30 days)
      - 審核 (EIP)
      - 多重報價
    - - Target Model 整合產品清單
      - 多 Target Models
      - 訊息討論
    - - 狀態操作
      - 搜尋
      - 設定負責業務
      - Internal Comments
- - - - Partner Business Planning
    - - Partner Carried Brands
      - Authorized Distributors
      - Scales for Annual Revenue
      - Currency
  - - - Sign-in Role
        Management
- - - - Log & Messages
        
        Log Activities
        
        Messages with Partners
        
        Internal Comments
      - Reassign Sales
      - Processing Stages
      - Search
      - Duplicate
      - Dashboard & Reporting
    - - Approval (EIP)
      - Result Notification
        
        Expiration
        (default: 30 days)
      - Multi Quotations
        to a Deal Registration
    - - Indirect Order
        
        Config Special Price
        Agreement (SPA)
        
        Close Won Automation
        (Integrate Orders from Disti; EIP)
      - Direct Order
        (Pending for Enterprise Customers)
        
        Payment
        
        Installments with Contract
- - - - Terms
      - Accounts Payable (AP)
    - - Authorized
      - Avaliable
      - Credit Notes
    - - Shipping Address
- - - - Target Models
        (Integrate with EIP)
      - Multi Target Models
    - - Messages with Sales
    - - Indirect Order
      - Direct Order
        
        Payment
        
        Installments
        
        Credit Card Online
        
        T/T Online
  - - - Drop Shipment
      - Confirm Estimated Delivery Time