Differences

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

--- nomenclatoare:parteneri:lista_parteneri [2022/03/03 10:20] – florentinagurgu
+++ nomenclatoare:parteneri:lista_parteneri [2022/11/29 10:39] (current) – florentinagurgu
@@ Line 1: / Line 1: @@
-In meniul **Nomenclatoare-Parteneri** poti vizualiza si gestiona toti partenerii cu care lucreaza organizatia ta. \\
+====== Partners list ======
-In Kopilot, fiecare partener este identificat in mod unic prin CUI-ul cu care este inregistrat la Ministerul de Finante.
-Partenerii adaugati aici pot fi:
-  * cei pentru care se efectueaza comanda de transport si care vor fi apoi facturati pentru transportul efectuat
-  * companiile de unde se va ridica sau descarca marfa care face obiectul transportului.
-**Meniul **Nomenclatoare-Parteneri** este disponibil doar pentru KOPILOT PRO.**
+In the **Nomenclatures - Partners** menu you can view and manage all the partners with which your organization works. \\
-----
-====== Lista parteneri ======
+In Kopilot, each partner is uniquely identified by the unique fiscal registration code (CUI) assigned by the Ministry of Public Finance.
-**"Lista parteneri"** este ecranul in care sunt listati toti partenerii cu care firma are contracte de transport.\\  Aici sunt afisati cu informatii detaliate privind locatia lor si informatii juridice.
+The partners added here can be:
+  * Partners with whom the company has transport contracts
+  * Clients for whom the transport order is made and who will then be invoiced for the transport carried out
+  * Companies from where the goods that are the object of the transport will be picked up or unloaded.
-Informatiile fiecarui partener sunt cele care au fost adaugate anterior la crearea lui:
+In the Partners List page you can:
-  * Nume
-  * CIF
-  * Adresa
-  * Nume contact
-  * Email
-  * Telefon
-  * Status
-Actiunile care se pot lua la nivel de partener prin selectarea iconitelor sunt:
+  * Add a new partner
-{{:nomenclatoare:parteneri:listare_partnerei2.png?nolink|}}
+  * View partner
-  * Vizualizeaza partener
+  * Edit partner
-  * Editeaza partener
+  * Delete partner
-  * Sterge partener
-{{:nomenclatoare:parteneri:vizualiz_partener.png?nolink |}}__**“Vizualizeaza partener”:**__ este ecranul care contine toate informatiile partenerului preluate de la Ministerul de Finante si cele adaugate de dispecer. Precum si actiunile care se pot lua la nivel de partener:Editeaza , Sterge si Schimbare status (Activeaza/Dezactiveaza).
+===== Add Partner =====
+**“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.
+The partners added here will then be found in **"Add order"** menu in **Client list**.
+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
+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.
+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.
+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.
+Orders cannot be assigned to a partner in Inactive status.
+{{ :nomenclatoare:parteneri:adauga_partener.png?nolink |}}
+===== View Partener =====
+Each partner is displayed with detailed information regarding their location and legal information.
+{{:nomenclatoare:parteneri:vizualiz_partener.png?nolink |}} ⇒ the screen that contains all the partner's information taken from the Ministry of Finance and those added by the dispatcher. \\ As well as the actions that can be taken at partner level: Edit, Delete and Change status (Activate/Deactivate).
 > Informatiile afisate pentru fiecare partener sunt cele adaugate anterior la crearea lui si clasificate in 5 categorii: General, Contacte, Conturi bancare, Fisiere atasate si Comenzi facturate.
+The information displayed for each partner is classified into 5 categories: **General**, **Contacts**, **Bank accounts**, **Attached files** and **Invoiced orders**.
-**1.General**:
+==== 1.General ====
-  * data adaugarii partenerului
-  * nr comenzi active
+   * date of adding the partner
-  * nr comenzi finalizate
+   * no active orders
+   * no completed orders
 {{:nomenclatoare:parteneri:vizualizare_partener_dashboard.png?nolink |}}\\
@@ Line 45: / Line 81: @@
 ----
-**2.Contacte**:
+==== 2.Contacts ====
-  * nume
-  * telefon
-  * email
+   * name
-  * fax
+   * telephone
-  * posibilitate adaugare contact nou, editare si stergere
+   * email
+   * fax
+   * possibility of adding a new contact, editing and deleting
 {{:nomenclatoare:parteneri:contacte.png?nolink |}} \\
@@ Line 59: / Line 97: @@
 ----
-**3.Conturi bancare**:
+==== 3.Bank accounts ====
-  * Nume banca
+  * Bank name
   * Iban
   * BIC
   * Swift
-  * posibilitate de a lua urmatoarele actiuni la nivel de cont bancar existent:
+  * possibility to take the following actions at the existing bank account level:
-    * Adaugare cont bancar nou
+       * Add new bank account
-    * Editeaza cont bancar
+       * Edit bank account
-    * Sterge cont bancar
+       * Delete bank account
-    * Seteaza cont bancar secundar
+       * Set secondary bank account
 {{:nomenclatoare:parteneri:cont_bancar.png?nolink |}}
@@ Line 76: / Line 115: @@
-**4.Fisiere atasate**: orice document (contract, acte aditionale, facturi etc) pe care dipecerul doreste sa le adauge si care il ajuta in gestionarea relatiei cu partenerul respectiv.
+==== 4.Attached files ====
-  * Nume fisier
+Any document (contract, additional documents, invoices, etc.) added by the dispatcher which helps him in managing the relationship with the respective partner.
-  * Tip fisier
+   * File name
-  * Descriere fisier
+   * File type
-  * Data expirare
+   * File description
-  * Dimensiune fisier
+   * Expiration date
-  * Ultima Modificare
+   * File size
-  * posibilitate de a lua urmatoarele actiuni:
+   * Last Modified
-    * Adaugare fisier nou
+Possibility to take the following actions:
-    * Descarca fisier
+        * Add new file
-    * Sterge fisier
+        * Download file
+        * Delete file
 {{:nomenclatoare:parteneri:fisiere_atasate.png?nolink |}}
@@ Line 93: / Line 133: @@
 ----
-**5.Comenzi facturate**: aici sunt listate toate comenzile care au fost facturate catre partener.
+==== 5.Invoiced orders ====
+⇒ here are listed all the orders that were invoiced to the partner.
 {{:nomenclatoare:parteneri:comenzi_facturate.png?nolink |}}
@@ Line 102: / Line 143: @@
 ----
+===== Edit partner =====
-{{:nomenclatoare:parteneri:editare.png?nolink |}}__**“Editeaza partener”:**__ este ecranul in care se pot modifica toate informatiile legate de: Adresa de corespondenta, Persoana de contact, Email, Telefon, Termenul de plata si Statusul. \\
+{{:nomenclatoare:parteneri:editare.png?nolink |}} ⇒ is the screen where you can change all the information related to: Mailing address, Contact person, Email, Telephone, Payment term and Status. \\
 \\
+===== Delete partner =====
- {{:nomenclatoare:parteneri:sterge.png?nolink|}}__**“Sterge partener”:**__ stergerea definitiva a partenerului din lista. \\
+ {{:nomenclatoare:parteneri:sterge.png?nolink|}} ⇒ definitive removal of the partner from the list. \\