Asociados en el portal TransFollow
En la pantalla Asociados, puede ver y administrar todos los diferentes partners en el proceso, como remitentes, destinatarios, transportistas y clientes. Puede agregar estos asociados a su biblioteca haciendo clic en "Crear nuevo socio".
Agregar a sus partners es muy conveniente para crear de manera eficiente sus misiones de transporte y documentos de porte. Podrá seleccionar fácilmente su remitente, destinatario, transportista y cliente al incluir toda la información si ya los había creado previamente. También puede realizar informes en relación con los partners y compartir información sobre los portes con ellos en tiempo real.
Create new partner
You can add partners to your library by clicking on ‘Create New Partner’.
Provide the information on Name, Role (Consignee, Consignor, Carrier and Client), Email, National Tax ID, EORI and the address of your partner. You can indicate multiple roles for one partner. Click on save when finished
Your company information, when you create your account will be added to the partner library. You can edit this information and select or deselect the appropriate roles.
Import partners
You can also import a CSV file with your partners. The CSV line pattern is the following: Name, Street, Building number, City, Postal code, Country, Email (optional), EORI (optional), Tax Id (optional), Tax number (optional). Download .csv sample. Select what role(s) you want to give imported partners: Consignee, Consignor, Carrier and Client. You can indicate multiple roles for one partner.
Search a specific partner
You can retrieve a specific partner by using the search bar. Write down the name, location or address and the Portal will search for the corresponding search results. You can also use the filters where you can filter on City and Country. The results will be presented for the Consignors, Consignees, Carriers and Clients. When you have found your result or if you want to make another search, click on ‘Clear Results’ first.
Modify information on partners
When you click on the bar with the information of the partner, you will be redirected to the ‘Partner Management’. In this screen you can modify the information of the partner. The information sections, indicated by a * is mandatory and cannot be left empty. Once you have modified the information, you click on ‘save’. If you want to delete the information of the partner, you can click on ‘delete’.
When the information is modified, this new information is used for the new transports. The old transports or the active transports are shown according to the previous versions. The adjusted information is therefore only used for new transports.