PartnerEdit < Cargooffice

Tags: view all tags

---++  Find, add or remove partners

<br>
1. Use the *list* tab to show a list of your partners:

   |<img src="%ATTACHURLPATH%/partneredit01.gif">|

<br>
2. Click the *New* button to add new partners:

   |<img src="%ATTACHURLPATH%/partneredit02.gif">|

<br>
3. Use the form that follows to enter either:

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


<br><br><br>
<img src="%ATTACHURLPATH%/partners.gif" align="left">&nbsp;&nbsp;
---+++ 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:

   |<img src="%ATTACHURLPATH%/partneredit02a.gif">|


<br><br><br>
<img src="%ATTACHURLPATH%/partners.gif" align="left">&nbsp;&nbsp;
---+++ 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:

   |<img src="%ATTACHURLPATH%/partneredit02b.gif">|

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

   |<img src="%ATTACHURLPATH%/partneredit02c.gif">|

<br>
3. When found, click the *Company code* (Short name) to select.


<br><br><br>
<img src="%ATTACHURLPATH%/partners.gif" align="left">&nbsp;&nbsp;
---+++ Advanced settings and Partner settings
%ICON{hand}% *See the example form below.* <br>
Use advanced settings to decide what is communicated to a partner and when it is communicated.<br>


<br>
*Description*

%BLUE% <u> *Partner* </u> %ENDCOLOR% 
   * *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. 
   * %ICON{"tip"}% If you do business with more people of the same company then just add new partners.
<br>
%BLUE% <u> *Send notifications* </u> %ENDCOLOR%
   * 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 %ICON{"fcsearch"}% button to find the correct country and region codes.
   * %ICON{"tip"}% You can change the text for the notifications from your backoffice (settings -> freight exchange).
   * %ICON{"tip"}% 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*.
<br>
%BLUE% <u> *Receive notifications* </u> %ENDCOLOR%
   * 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 %ICON{"fcsearch"}% button to find the correct country and region codes. 
<br>
%BLUE% <u> *Miscellaneous / Show my offers* </u> %ENDCOLOR%
   * *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.
   * %ICON{"tip"}% 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.<br>
   %ICON{"warning"}% 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.<br>
   %ICON{"warning"}% 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.
   * %ICON{"warning"}% When you modified partner details do not forget to *Submit* this form.
<br>
Example form:

   |<img src="%ATTACHURLPATH%/partneredit02d.gif">|



<br><br><br><br>

Attachments

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

Topic revision: r21 - 2008-07-24 - HenkRoelofs