Differences

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

--- nomenclatoare:parteneri:lista_parteneri [2022/09/14 23:22] – florentinagurgu
+++ nomenclatoare:parteneri:lista_parteneri [2022/11/29 10:39] (current) – florentinagurgu
@@ Line 3: / Line 3: @@
 In the **Nomenclatures - Partners** menu you can view and manage all the partners with which your organization works. \\
-In Kopilot, fiecare partener este identificat in mod unic prin CUI-ul cu care este inregistrat la Ministerul de Finante.
 In Kopilot, each partner is uniquely identified by the unique fiscal registration code (CUI) assigned by the Ministry of Public Finance.
 The partners added here can be:
-  * those for whom the transport order is made and who will then be invoiced for the transport carried out
+  * Partners with whom the company has transport contracts
-  * the companies from where the goods that are the object of the transport will be picked up or unloaded.
+  * 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.
-**The **Nomenclature-Partners** menu is only available for KOPILOT PRO.**
+In the Partners List page you can:
-----
+  * Add a new partner
+  * View partner
+  * Edit partner
+  * Delete partner
-**"Partners list"** is the screen where all the partners with whom the company has transport contracts are listed.\\  Here they are displayed with detailed information regarding their location and legal information.
+===== Add Partner =====
-The information of each partner is the one that was added before its creation:
+**“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
-   * CIF
+   * Registered office address
-   * Address
+   * Order number from the trade register
-   * Contact name
+   * 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 |}}
-The actions that can be taken at the partner level by selecting the icons are:
-{{:nomenclatoare:parteneri:listare_partnerei2.png?nolink|}}
-   * View partner
-   * Edit partner
-   * Delete partner
 ===== View Partener =====
+Each partner is displayed with detailed information regarding their location and legal information.
-{{:nomenclatoare:parteneri:vizualiz_partener.png?nolink |}}__**“View 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).
+{{: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.Info generale ====
+==== 1.General ====
-  * data adaugarii partenerului
+   * date of adding the partner
-  * nr comenzi active
+   * no active orders
-  * nr comenzi finalizate
+   * no completed orders
 {{:nomenclatoare:parteneri:vizualizare_partener_dashboard.png?nolink |}}\\
@@ Line 54: / Line 81: @@
 ----
-==== 2.Contacte ====
+==== 2.Contacts ====
-  * nume
+   * name
-  * telefon
+   * telephone
-  * email
+   * email
-  * fax
+   * fax
-  * posibilitate adaugare contact nou, editare si stergere
+   * possibility of adding a new contact, editing and deleting
 {{:nomenclatoare:parteneri:contacte.png?nolink |}} \\
@@ Line 70: / 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 88: / Line 115: @@
-==== 4.Fisiere atasate ====
+==== 4.Attached files ====
-Orice document (contract, acte aditionale, facturi etc) pe care dipecerul doreste sa le adauge si care il ajuta in gestionarea relatiei cu partenerul respectiv.
+Any document (contract, additional documents, invoices, etc.) added by the dispatcher which helps him in managing the relationship with the respective partner.
-  * Nume fisier
+   * File name
-  * Tip fisier
+   * File type
-  * Descriere fisier
+   * File description
-  * Data expirare
+   * Expiration date
-  * Dimensiune fisier
+   * File size
-  * Ultima Modificare
+   * Last Modified
-  * posibilitate de a lua urmatoarele actiuni:
+Possibility to take the following actions:
-    * Adaugare fisier nou
+        * Add new file
-    * Descarca fisier
+        * Download file
-    * Sterge fisier
+        * Delete file
 {{:nomenclatoare:parteneri:fisiere_atasate.png?nolink |}}
@@ Line 106: / 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 115: / Line 143: @@
 ----
-===== Editeaza partener =====
+===== 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. \\
 \\
-===== Sterge partener =====
+===== 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. \\