Find, add or remove partners


1. Use the list tab to show a list of your partners:


2. Click the New button to add new partners:


3. Use the form that follows to enter either:

  • An unknown user as partner
  • An existing user as partner (recommended)




  

Add an 'unknown user' as partner

Use this method if you want to send notifications to somebody who is not a registered at Freecargo.

1. Enter a Short name. You have the ability to add this user to a specific group:




  

Add an 'existing user' as partner

Partnerships between registered users can be mutual and hence benefit both.

1. Use the [Find partner] button to find the company:


2. Type (part of) your partner's name and hit the [Find] button.


3. When found, click the Company code (Short name) to select.




  

Advanced settings and Partner settings

Pointing hand See the example form below.
Use advanced settings to decide what is communicated to a partner and when it is communicated.


Description

Partner

  • Short name; enter a short-name for the partner.
  • Specific user; choose a specific user from the company's staff or leave blank if you regard the whole company as your partner.
  • Tip, idea If you do business with more people of the same company then just add new partners.

Send notifications
  • Select 'Both' to send notifications about all your offers to this partner. Please don't forget to enter the partner's email address.
  • Enter the countries and regions for which you wish to send notifications, or leave blank to send notifications about all your offers. Use the Fcsearch button to find the correct country and region codes.
  • Tip, idea You can change the text for the notifications from your backoffice (settings -> freight exchange).
  • Tip, idea To send a notification as an SMS message you must enter a mobile phone number in stead of an email address. Be sure to precede the number by the country code e.g. +31 for Holland. Example: +31654321012.

Receive notifications
  • Select 'Both' to receive notifications about all new offers from this partner.
  • Enter specific countries and regions for which you wish to receive notifications or leave blank to receive notifications about all his offers. Use the search Fcsearch button to find the correct country and region codes.

Miscellaneous / Show my offers
  • Delay; a delay in minutes before this partner is able to see (or receive notifications) about your offers. Enter 0 (zero) for preferred partners and a larger value for less desirable partners.
  • Tip, idea Be sure to enter a delay for partner Freecargo, this affects the automatic upload to the Freecargo Exchange and will give your partners time to react on your offers before anyone else sees them. Enter a value of 9999 if you don't want an upload to the Freecargo Exchange at all and keep your offers exclusively visible to partners only.
  • Exclude regions; if you do not want this partner to see (or receive notifications about) offers in certain countries or regions then enter these countries and regions here.
    Warning, important be aware that your partner will be able to see your offers in the Freecargo Exchange, should you decide that your offers may go to the Freecargo Exchange after a certain amount of time.
  • Limit to regions; if you want this partner to see (or receive notifications about) your offers in only some specific countries or regions then enter these countries and regions here.
    Warning, important be aware that your partner will be able to see your offers in the Freecargo Exchange, should you decide that your offers may go to the Freecargo Exchange after a certain amount of time.
  • Warning, important When you modified partner details do not forget to Submit this form.

Example form:





Topic attachments
I Attachment History Action Size Date Who Comment
GIFgif partneredit01.gif r5 r4 r3 r2 r1 manage 4.1 K 2008-06-09 - 09:54 RutgerRutgers  
GIFgif partneredit02.gif r5 r4 r3 r2 r1 manage 10.6 K 2007-05-10 - 15:49 HenkRoelofs  
GIFgif partneredit02a.gif r4 r3 r2 r1 manage 24.0 K 2008-07-24 - 09:45 HenkRoelofs  
GIFgif partneredit02b.gif r3 r2 r1 manage 23.8 K 2008-07-24 - 09:46 HenkRoelofs  
GIFgif partneredit02c.gif r2 r1 manage 23.5 K 2008-01-03 - 13:01 HenkRoelofs  
GIFgif partneredit02d.gif r9 r8 r7 r6 r5 manage 39.6 K 2008-07-24 - 10:04 HenkRoelofs  
GIFgif partners.gif r1 manage 0.9 K 2008-04-15 - 10:36 HenkRoelofs  
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Topic revision: r21 - 2008-07-24 - HenkRoelofs
 
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