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
• the 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.

“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.

The information of each partner is the one that was added before its creation:

• Name
• CIF
• Address
• Contact name
• Email
• Telephone
• Status

The actions that can be taken at the partner level by selecting the icons are:

• View partner
• Edit partner
• Delete partner

“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).

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.

• data adaugarii partenerului
• nr comenzi active
• nr comenzi finalizate

• nume
• telefon
• email
• fax
• posibilitate adaugare contact nou, editare si stergere

• Nume banca
• Iban
• BIC
• Swift
• posibilitate de a lua urmatoarele actiuni la nivel de cont bancar existent:
  • Adaugare cont bancar nou
  • Editeaza cont bancar
  • Sterge cont bancar
  • Seteaza cont bancar secundar

Orice document (contract, acte aditionale, facturi etc) pe care dipecerul doreste sa le adauge si care il ajuta in gestionarea relatiei cu partenerul respectiv.

• Nume fisier
• Tip fisier
• Descriere fisier
• Data expirare
• Dimensiune fisier
• Ultima Modificare
• posibilitate de a lua urmatoarele actiuni:
  • Adaugare fisier nou
  • Descarca fisier
  • Sterge fisier

5.Comenzi facturate: aici sunt listate toate comenzile care au fost facturate catre partener.

“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.

“Sterge partener”: stergerea definitiva a partenerului din lista.