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How to Create a Partner Account in Rectrac

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In order to make an account a "Partner":

  1. Click the "Menu" button.
  2. Under "Home", select "Global Sales".
Menu panel showing Home expanded with Global Sales highlighted.

In "Global Sales Lookup":

  1. Using the search engine, locate and highlight customers account.
  2. Click "Select".
Global Sales Lookup screen with a customer highlighted and Select button.

In the customers account:

  1. Click the "Household Options" drop down menu.
  2. Select "Update Household".
Global Sales account view with Household Options menu highlighted.

In "Household Update":

  1. Head to the "Misc Info" tab.
  2. Click "Features" drop down menu.
  3. Select "Partner".
  4. Click "Save".
Household Update Misc Info tab showing Features dropdown with Partner selected and Save button.
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