# Add Partners (https://docs.carlio.app/docs/partners/add-a-partner)

Create a sales partner record with contact details and standing commission terms



Add a partner to record who brings buyers to the dealership and what the partner earns by default.

**Requirements:** The partner create permission and **Partner Directory Access**, held by the Owner and Manager roles. Editing a partner also needs **Partner Commission Access**.

## Steps [#steps]

1. Select **[Partners](https://carlio.app/dashboard/partners)** in the sidebar.
2. Select **New Partner**. The **Add a Sales Partner** dialog opens.
3. In **Partner type**, select **Individual** or **Company**.
4. Enter the name in **Full name** or **Company name**. The name is the only required field.
5. Optional: enter **Email** and **Phone**.
6. Optional: open the **Address** section and set **Country**, **City** and **Address**.
7. Optional: open the **Standing terms** section.
   1. In **How they are paid**, select **Commission** or **Markup**. The option **No standing terms** means the terms are agreed per deal.
   2. In **Calculated as**, select **Percentage** or **Fixed amount**.
   3. Enter the value in **Rate (%)** or **Amount**. The amount uses the dealership currency.
8. Optional: open the **Notes** section and enter **Internal notes**.
9. Select **Add Partner**.

![The Add a Sales Partner dialog with the Standing terms section open and the Commission option selected](https://storage.carlio.app/public/docs/9d91a8f2-93b0-4a5e-bea6-6bb61ca08901.webp)

The toast shows the partner name followed by **added**. The partner appears in the list.

## Edit a partner [#edit-a-partner]

1. Open the partner page.
2. Select **Edit**. The **Edit Partner** dialog opens with the same fields.
3. Change the fields and select **Save Changes**.

The toast **Partner updated** confirms the change.

## Standing terms [#standing-terms]

| Term             | Meaning                                                                   |
| ---------------- | ------------------------------------------------------------------------- |
| **Commission**   | The dealership invoices the customer and pays the partner the agreed cut. |
| **Markup**       | The partner invoices the customer and pays the dealership its price.      |
| **Percentage**   | A share of the sale price of each deal                                    |
| **Fixed amount** | The same sum on each deal, whatever the car sells for                     |

The standing terms are copied onto each new deal that names the partner. The team member can change the terms on a deal. Editing the standing terms never changes a deal that already exists.

## Limits [#limits]

* A percentage cannot exceed 100. The toast reads **A commission cannot exceed 100%.**
* A mode needs a rate. Without a rate the toast reads **Enter the rate for these terms.**
* The internal notes are visible only to the team. The partner never sees them.
* The side column of the partner page shows the terms under **Standing rate**. The value **Not set** means no standing terms exist.