Limiting cooperation with contractors
Updated 2 weeks ago
by
Katarzyna
Who can use this feature? The feature is available to users of the Trans for Forwarders (TFF) and CargoON product lines who have access to the Contractors module. To suspend or resume cooperation, you need the Full access role and one of the following permissions: Suspending and resuming cooperation with other companies or Managing contractor status. Removing a company from your list of contractors requires the Managing contractor status permission. |
In this article you will learn:
- when and how to suspend cooperation with a contractor,
- how to remove a company from the list of contractors and how it differs from suspending cooperation,
The Contractors module allows you not only to build a stable database of companies, but also to safely limit cooperation, for example when problems with payments, documents or partner credibility arise. In the module you can:
- temporarily suspend cooperation,
- continue working with a company that has been blocked by Trans.eu,
- remove a contractor from the list - when you want to definitively end the relationship.
- Suspending and resuming cooperation: the Suspending and resuming cooperation with other companies or Managing contractors status permission.
- Removing a contractor: the Managing contractor status permission.
You can only suspend cooperation with a company that has already been added to your Contractors. Permissions can be enabled by the Administrator in the user account settings.
How do I enable permissions?
2. Select an employee from the list.
3. Click Manage employee.
4. In the Account settings tab, select the checkbox for the appropriate permission.
Suspension of cooperation
Suspension of cooperation is the mildest form of limiting relationships. The company remains on your list of contractors, but the system treats it as a partner with whom - until further notice - you cannot or do not want to carry out new orders.
Suspension of cooperation may be related to seasonality, change of logistics strategy, non-compliance with transport arrangements, lack of documentation or communication problems.
To suspend cooperation:
- Go to the Contractors module.
- Find the company (by name, VAT number or Contractor filter in the Status column).
- Click the three-dot icon - in the company window or in its row - to display the Suspend cooperation option.
- Click Suspend cooperation.
- In the newly opened window, select the reason for suspending cooperation from the list and confirm your choice.
- the company will remain on the list (because you are connected by a stock exchange relationship), but the Status column will show the suspension of cooperation,
- you can still have a conversation with contact persons in the messenger,
- the name of the OrdererContact person for that company's offers will be highlighted in red on the offer list.,
- it will not be possible to conclude transactions on the Trans.eu exchange,
- the company will not receive any inquiries (this applies to, among others, fixed routes, groups and recommendations),
- cooperation can be resumed by any user of your company with appropriate permissions.
Why can't I suspend cooperation?
Has the company been added to your Contractors? You can only suspend cooperation with a company on your Contractors list. If it isn't there, add it to your contractors first.
Do you have the right permission? You need the Full access role and the Suspending and resuming cooperation with other companies or Managing contractor status permission. If you don't have it, ask your company's account administrator to grant it.
Removing companies from the list of contractors
Deletion allows you to end cooperation and organize the database. The function is available only to users with the Manage contractor status permission.
Go to the Contractors module.
- Find the company you want to remove.
- Open the company drawer (by clicking on the row) or use the actions available from the list.
- Select Remove from contractors.
- the company ceases to be a contractor
- the company remains on the list if you are connected by another stock exchange relationship, with the Add to contractors button,
- the history of cooperation does not disappear - cooperation statistics, seniority and previous activities remain available in the system.
