Browsing contractors' data
Updated 1 hour 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. |
In this article you will learn:
- how to browse contractors' data
- how to use filtering and sorting data in the table.
Browsing contractors' data
The table is designed to allow quick filtering, sorting, parameter comparison, and decision-making within columns without having to open the details of each company.
Column search engines browse data only for companies that are in a relationship with you. All data in the table is updated cyclically (e.g. transactions, directions, ratings), which provides a current view of cooperation.
Description of columns in the table:
Column name | What it shows | Sorting | Filtering |
1. Company name | Full company name, group of documents (if the company has them), reliability exchange icon (if applicable). | Alphabetically (A-Z/Z-A) | By documents (license, VAT, OCP, KRS), by product line, by tags. |
2. Address | Country, postal code, city, street. | Alphabetically (by country). | By code (min. 3 characters), city or country. |
3. Cooperation status | Status - Contractor or Cooperation suspended. For companies outside of contractors, action icons for sending an invitation or adding to contractors. | None | By cooperation status. |
4. VAT/Trans ID | VAT number, below TransID. | By TransID (ascending/descending). | Search: VAT (without country prefix) or TransID start. |
5. Contact details | Company email address. | None | None |
6. Groups | Company affiliation to groups and exchanges (private, corporate). | None | By exchange, by group. |
7. Directions | Country icons. They present the directions in which the company has carried out transports. When you hover over the icon, information with the number of transports is displayed: globally and those carried out in cooperation with your company. The "for my company" statistics are based on confirmed transactions concluded on the Platform. | None | Filtering: by country. |
8. Ratings | Overall rating (displayed only if the company has a minimum of 10 ratings from a minimum of 10 different companies) and Rating from your company. | From highest to lowest. | None |
Column name | What shows | Sorting | Filtering |
9. TransRisk | Payment credibility level (super payer, very good payer, good payer, average payer, poor payer). | Ascending/descending. | By TransRisk levels, additional option Hide companies on the Debt Exchange. |
10. Tenure | Company tenure on the market, tenure in Trans.eu, tenure of cooperation with your company. | In each category - from shortest to longest. | None |
11. Cooperation | Acceptance Level - how often the carrier accepts load offers and the Responsiveness Level - how actively the carrier responds to submitted offers. | Separately by acceptance and responsiveness (ascending/descending). | None |
12. Badges and certificates | Badges (e.g. punctuality) and certificates assigned to the company. | None | After selected badges/certificates. |
13. Number of transactions | Total number of transactions with the company and a breakdown into accepted and rejected transactions. | Ascending/descending. | None |
14. Requires attention | Includes alerts about loss of authorization. |
Detailed information about the company
Click on the selected row in the contractor list to open the detailed company profile.
At the top of the view you will find:
- Company name and TransID
- Address
- Tags assigned to the company
- Groups to which the company belongs
On the right side, there is an icon indicating the cooperation status.
After clicking on the 3-dot icon, you can choose one of the actions:
- Send freight
- My Groups - clicking will open a window with groups to which you can add the company.
- My Exchanges - clicking will open a window with exchanges to which you can add the company.
- Pause/Resume cooperation (depending on the status).
- Remove from/Add to contractors (depending on the status).
Tabs in the company profile
Below the general information section, there are tabs corresponding to different data areas:
- Information (default view)
- Ratings
- References
- Employees
- Fleet
- Statistics
- Requires attention
Information tab
Here you will find basic data (address, VAT, REGOB, KRS), contact details, Ratings - information about the TransRisk level, Seniority, Certificates and badges, and Documents.
From this level, using the Request policy button, you can send a request for document submission.
Ratings tab
Here you will find:
- Overall rating
- Monthly trend
Additionally, the list of received ratings with the date of issue and the company name is presented. The list can be:
- display as a contractor or principal,
- filter by rating type.
References
In this tab, you can check the content of references and confirmation of the company's specialty.
Employees
Here you will find a list of company employees, including, among others:
- first and last name,
- contact details,
- information about the number of offers and transactions made by a given person,
- date of registration,
- date of last login.
Fleet
List of vehicles available to the company. You will find, among others, type and kind of vehicle, GPS availability.
Statistics
In this tab, you can display data as a Contractor or Principal. Here you will find information about cooperation, such as:
- number of concluded transactions with the acceptance/rejection ratio,
- average frequency of cooperation with the response rate,
- number of active fixed routes,
- most popular destinations and routes (the latter you can check for the last year, quarter or month),
- company activity - offers accepted,
- number of fixed routes broken down by months.
Requires attention
A place for general comments, reported problems (e.g. the company lost authorization) and notes on cooperation. Notes are visible to you and your company employees.
