Differences

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--- nomenclatures:partners:partners_list [2022/11/28 15:21] – florentinagurgu
+++ nomenclatures:partners:partners_list [2022/11/28 15:39] (current) – florentinagurgu
@@ Line 8: / Line 8: @@
 The partners added here can be:
   * Partners with whom the company has transport contracts
-  * Clienti for whom the transport order is made and who will then be invoiced for the transport carried out
+  * 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.
-----
 In the Partners List page you can:
@@ Line 17: / Line 17: @@
   * Edit partner
   * Delete partner
+===== 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 |}}
@@ Line 119: / Line 157: @@
  {{:nomenclatoare:parteneri:sterge.png?nolink|}} ⇒ definitive removal of the partner from the list. \\