Differences

This shows you the differences between two versions of the page.

--- nomenclatoare:parteneri:adauga_partener [2022/03/02 13:29] – florentinagurgu
+++ nomenclatoare:parteneri:adauga_partener [2022/09/15 00:03] (current) – florentinagurgu
@@ Line 1: / Line 1: @@
-====== Adauga Partener ======
+====== Add Partner ======
-**“Adauga Partener”** este ecranul in care se pot adauga parteneri noi in Kopilot.
+**“Add Partner”** is the screen where new partners can be added in Kopilot.
 :!: Partenerii adaugati aici se vor regasi apoi in lista Clientilor din meniul "Adauga comanda", cei pentru care se efectueaza comanda de transport si care apoi vor fi facturati.
-La adaugarea unui partener nou se completeaza codul fiscal al companiei in campul "Cui-ul curent".
+The partners added here will then be found in **"Add order"** menu in **Client list**.
-Dupa adaugare CUI, se preiau automat toate datele cu care compania este inregistrata la Ministerul de Finanate.
+When adding a new partner, fill in the company's fiscal code in the "Current ID" field. \\
+After adding the CUI, Kopilot **automatically** receives from the Ministry of Finance all the data with which the company is registered:
+   * Name
+   * Registered office address
+   * Order number from the trade register
+   * VAT payer
- informatii despre:
+The dispatcher will have to **add manually** the rest of the data regarding:
+   * Mailing address
+   * Bank details:
+      * IBAN
+      * SWIFT
+      * Bank
+      * BIC
+   * Contact person
+   * Email
+   * Telephone
+   * Payment deadline
+   * Fax
+   * Status
+:!: The information added here will then be found in the invoice issued for this Client/Partner.
-Nume*
+The client's **payment term** will also appear on the issued invoice and will show the date when the payment is due, the period in which this client will have to make the payment.
-Utilizator
-Rol*
+The **Inactive** status is used when we know that we will no longer have contracts and orders with this partner in the next period, but we do not want to delete it permanently.
-Email
+Orders cannot be assigned to a partner in Inactive status.
-Parola
-Status
+{{ :nomenclatoare:parteneri:adauga_partener.png?nolink |}}
-Numar telefon*