Partner Portal
Give partners a view of the customers they bring you
The Partner Portal is a default workflow for NetSuite partner records. A partner signs in, picks one of the customers linked to them, and sees that customer's transactions, open invoices and support cases, plus reports and their own account profile.
- Who it's for
- Companies on NetSuite that sell through resellers, referral partners or agents and track them as NetSuite partner records.
- The problem it removes
- Partners ask account managers for order status and invoice copies for the customers they introduced, because they have no NetSuite access of their own.
One supported workflow
A reseller checks on a customer order
Every step below is a screen or action that ships today. Where a step depends on configuration, the requirements section says so.
- 1
Sign in as a partner
The partner's login is tied to their NetSuite partner record. Their dashboard summarises activity across all linked customers.
- 2
Pick the customer
My Customers lists the NetSuite customers linked to the partner. Selecting one sets the active customer for the session.
- 3
Review transactions
Transactions shows orders, invoices and payments for that customer with status, and opens the full transaction view.
- 4
Raise a case if needed
The partner opens a NetSuite support case on behalf of the customer, attaches documents and follows replies.
What it does
- Linked customers
- Customers linked to the partner in NetSuite appear under My Customers, with a switcher to change the active customer.
- Transactions and invoices
- All transactions across the partner's customers; open invoices per customer; full transaction detail.
- Support cases
- Create and follow NetSuite support cases for a linked customer.
- Reports and dashboard
- Stat cards, charts and report widgets fed by saved searches or SuiteQL, scoped to the partner.
- Account profile and help pages
- Profile management plus static pages you control (contact us, return policy, FAQs).
The screens
What you need
- NetSuite
- Partner records with portal access and customers linked to the partner in NetSuite.
- Configuration
- The default Partner Portal workflow ships with dashboard, My Customers, Transactions, Open Invoices, Transaction View, Support Cases, Account Profile and Reports.
Good to know
Limits we would rather you hear from us than discover later.
- The default partner workflow is read-only on orders: ordering on behalf of a customer is configured as a sales-rep style workflow, not included by default.
- Paying a customer's invoice from the partner portal is not part of the default workflow.
- Deal registration, pipeline and commission tracking are not product features.
Questions we get asked
Can a partner place orders for their customers?
Order placement is available as a configured module — the same Place Order screen used by sales reps — and can be added to a partner workflow during setup. The default partner workflow is view-only.
What links a partner to a customer?
The standard NetSuite partner relationship on the customer record.
Often combined with
See Partner Portal on a live NetSuite account
A 30–45 minute walkthrough of these screens, with your questions on configuration, payments and hardware answered as we go.
