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You are here All Categories > untitled category > Creating groups of contractors
Creating groups of contractors
Updated 8/8/24
by
Ania
Who can use this function? This function is available to users of the CargoON product line and forwarding (TFF - Trans for Forwarders). |
From this article you will learn how to:
- create a group of contractors
- manage groups
- add a company to a group
Creating groups of contractors
You can do this:
- in the Companies tab
- In the search box, look for particular companies by entering their name or Tax ID.
- Select companies that you want to assign to a group.
- Select Add to group and create a new group by clicking on New group.
![](https://learning.trans.eu/wp-content/uploads/Help-grafiki-PL/Kontrahenci/EN/Creating-groups-of-contractors/01-add-to-group.png)
- Name the group and add a short description (optional).
- Click Save group.
![](https://learning.trans.eu/wp-content/uploads/Help-grafiki-PL/Kontrahenci/EN/Creating-groups-of-contractors/02-another-window-add-new-group.png)
- under the Groups tab
- Click on Add group.
![](https://learning.trans.eu/wp-content/uploads/Help-grafiki-PL/Kontrahenci/EN/Creating-groups-of-contractors/03-add-to-group-companies-tab.png)
- Name the group and add a short description (optional).
- Click on Save group.
![](https://learning.trans.eu/wp-content/uploads/Help-grafiki-PL/Kontrahenci/EN/Creating-groups-of-contractors/04-save-group.png)
Management of groups
- The created groups can be managed in the Groups tab. Next to a given item in the list, click the three dots and go to one of the options available in the list.
![](https://learning.trans.eu/wp-content/uploads/Help-grafiki-PL/Kontrahenci/EN/Creating-groups-of-contractors/05-managment-group.png)
- This is done by clicking on a particular group in the list and then clicking the More button in the drawer. Select one of the options available in the list.
![](https://learning.trans.eu/wp-content/uploads/Help-grafiki-PL/Kontrahenci/EN/Creating-groups-of-contractors/06-menagment-group-second-place.png)
Adding companies to a group
You have the possibility of adding a company:
- while creating a group
- In the Add new group window by clicking on Add companies to group.
![](https://learning.trans.eu/wp-content/uploads/Help-grafiki-PL/Kontrahenci/EN/Creating-groups-of-contractors/07-add-companies-to-group.png)
- in the Groups tab
- Under the Groups tab, search for a group that you want to assign companies to. Then, click the three dots and select Add companies to group from the list.
![](https://learning.trans.eu/wp-content/uploads/Help-grafiki-PL/Kontrahenci/EN/Creating-groups-of-contractors/08-add-companies-to-a-specyfic-group.png)
- Use the search engine to select the chosen company, assign it to the particular group and click Save group.
![](https://learning.trans.eu/wp-content/uploads/Help-grafiki-PL/Kontrahenci/EN/Creating-groups-of-contractors/09-Adding-from-list.png)
- Under the Companies tab, search for the company, click the three dots and select Add to group.
You can do this:
- individually, by adding single companies to the database of contractors
![](https://learning.trans.eu/wp-content/uploads/Help-grafiki-PL/Kontrahenci/EN/Creating-groups-of-contractors/10-adding-from-menu-in-companies-tab.png)
- in bulk, by adding several companies to the database of contractors at the same time
![](https://learning.trans.eu/wp-content/uploads/Help-grafiki-PL/Kontrahenci/EN/Creating-groups-of-contractors/11-adding-many-campanies-to-a-specyfic-group-at-the-same-time.png)