Partners in the TransFollow Portal
In the Partner screen, you can view and manage all the different partners, such as Consignors, Consignees, Carriers and Clients. You can add these partners to your library by clicking on ‘Create New Partner’.
Adding your partners is very convenient to efficiently create your transport missions and transport document(s). You can easily select your consignor, consignee, carrier and client when entering all the information. You can also make reports in relation to the partners and share all information regarding the transports with your supply chain partners in real time.
Your company information, when you create your account will be added to the partner library.
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.