> For the complete documentation index, see [llms.txt](https://atlo-1.gitbook.io/atlo-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://atlo-1.gitbook.io/atlo-docs/platform/partners.md).

# Partners

In your "Partners" page, you have an overview of all your retail partners. Here's how to navigate the page and use all the features. 

#### **1. Go to the "Partners" page**

**You get an overview of the following:**

* Each retail partners segment (read how it's calculated here [How does the partner segmentation work?](/atlo-docs/platform/partners/how-does-the-partner-segmentation-work.md))
* Stock status of each partner
* Sales rep responsible for the retail partner
* Total sales made
* Number of orders
* Last actitivty (orders, emails, etc)

<figure><img src="https://4094335229-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9H1XekXw7rbczFp51NxN%2Fuploads%2FK0pviqbA1v8238f9kT0Q%2FSk%C3%A6rmbillede%202026-02-05%20kl.%2011.46.04.png?alt=media&amp;token=0936f102-6894-4d0d-b9b0-63d13bc4c5e9" alt=""><figcaption></figcaption></figure>

#### 2. Click on each partner for a detailed view&#x20;

**You get an overview of the following:**

* Country&#x20;
* Sales rep (click to change)
* Top bar with all information (see step 3)

<figure><img src="https://4094335229-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9H1XekXw7rbczFp51NxN%2Fuploads%2FGT5VpZWw2VJ4oryTL79X%2FSk%C3%A6rmbillede%202026-02-05%20kl.%2011.50.15.png?alt=media&amp;token=76308502-d909-4320-9d1a-0e2670f7621e" alt=""><figcaption></figcaption></figure>

<figure><img src="https://4094335229-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9H1XekXw7rbczFp51NxN%2Fuploads%2Flw3mKXmOPWMKljkbfVRI%2FSk%C3%A6rmbillede%202026-02-05%20kl.%2011.55.42.png?alt=media&amp;token=29a82b44-f61c-4ba3-be0c-01b3bf4c01ed" alt=""><figcaption></figcaption></figure>

#### 3. Click "Actions" to change key details

<figure><img src="https://4094335229-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9H1XekXw7rbczFp51NxN%2Fuploads%2FmUhlmN83eHSHSXeN8J0V%2FSk%C3%A6rmbillede%202026-02-05%20kl.%2011.57.04.png?alt=media&amp;token=870a6a3e-51ca-4b03-8b66-26bc74db48cd" alt=""><figcaption></figcaption></figure>

#### 4. Check all details by navigating the top bar

<figure><img src="https://4094335229-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9H1XekXw7rbczFp51NxN%2Fuploads%2FUWUBuYlxPx5RHdYXBXA1%2FSk%C3%A6rmbillede%202026-02-05%20kl.%2011.51.36.png?alt=media&amp;token=2e4aa7c4-3680-466d-961a-9ec1fbdc6349" alt=""><figcaption></figcaption></figure>

**Here, you can see the following:**

* Overview
* Orders
  * Historic data of all the retail partner's orders
* Inventory
  * Inventory on monitored products
* Campaigns/orders
  * Latest campaigns they've participated in
* Contacts & domains
  * Your general, purchasing and marketing contacts
* Discounts
  * Partner discount (general and on each category)

#### 5. Click "Edit Partner" to change partner settings

<figure><img src="https://4094335229-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9H1XekXw7rbczFp51NxN%2Fuploads%2FjryN06FS2LkEzAHfT9Ky%2FSk%C3%A6rmbillede%202026-02-05%20kl.%2011.53.03.png?alt=media&amp;token=5c959e90-e502-4212-ab30-9d40ca3e65e4" alt=""><figcaption></figcaption></figure>

**Here, you can change the following:**

* Name
* Add website main domain
* Partner status
* Manually override segmentation

{% hint style="info" %}
Unless necessary, we don't recommend manually changing the segmentation as this has to be manually updated
{% endhint %}

#### 6. Click "New Task" to create a reminder&#x20;

Atlo notifies you via email and on your dashboard

<figure><img src="https://4094335229-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9H1XekXw7rbczFp51NxN%2Fuploads%2FAWDwFqdYZ0vhYAx6jztq%2FSk%C3%A6rmbillede%202026-02-05%20kl.%2012.03.12.png?alt=media&amp;token=c264c1a2-2dfc-469a-a4b7-c4c8fb7c171d" alt=""><figcaption></figcaption></figure>

#### 7. Click "Quick Forecast" to create a new order

<figure><img src="https://4094335229-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9H1XekXw7rbczFp51NxN%2Fuploads%2F0qBjRk9qRpydRqrLz5PP%2FSk%C3%A6rmbillede%202026-02-05%20kl.%2012.03.49.png?alt=media&amp;token=60a0d911-3f1f-4e6b-a9d7-a53ce51b317c" alt=""><figcaption></figcaption></figure>

When clicking, Atlo automatically starts preparing a new order. You can customize the "Forecast period" as you see fit.

Then, you just follow the usual steps of creating an order.

<figure><img src="https://4094335229-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9H1XekXw7rbczFp51NxN%2Fuploads%2FbvhBUgJyr2k6QBtzvLaZ%2FSk%C3%A6rmbillede%202026-02-05%20kl.%2012.04.28.png?alt=media&amp;token=1d5a7a02-f0e6-480c-90bd-cc6caf68503f" alt=""><figcaption></figcaption></figure>