Partner Onboarding

Bringing a new partner on board is a sequence of stages, documents and dates. This module tracks that, against a form you design for each partner type.

Design the form once; the trackers use it.

A tracker can only use a template of its own partner type.

How it fits together

Onboarding Builder  →  a form template per partner type
        ↓
Supplier / Carrier / Customer  →  one record per partner, on that form

Screen	What it is for
Onboarding Builder	Design the form each partner type is onboarded against
Partner trackers	Supplier, Carrier and Customer - the records themselves

Build the form first

A tracker can only create a partner using a template of its own type. With no Carrier template, New on the Carrier tracker is a dead end.