In the Nomenclatures - Partners menu you can view and manage all the partners with which your organization works.

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:

• 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.

In the Partners List page you can:

• Add a new partner
• View partner
• Edit partner
• Delete 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.

Each partner is displayed with detailed information regarding their location and legal information.

⇒ 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

Any document (contract, additional documents, invoices, etc.) added by the dispatcher which helps him in managing the relationship with the respective partner.

• File name
• File type
• File description
• Expiration date
• File size
• Last Modified

Possibility to take the following actions:

• Add new file
• Download file
• Delete file

⇒ here are listed all the orders that were invoiced to the partner.

⇒ is the screen where you can change all the information related to: Mailing address, Contact person, Email, Telephone, Payment term and Status.

⇒ definitive removal of the partner from the list.