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

⇒ 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.

• date of adding the partner
• no active orders
• no completed orders

• name
• telephone
• email
• fax
• possibility of adding a new contact, editing and deleting

• Bank name
• Iban
• BIC
• Swift
• possibility to take the following actions at the existing bank account level:
  • Add new bank account
  • Edit bank account
  • Delete bank account
  • Set secondary bank account

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.