Managing Company Partners
The
Company Partners
screen allows for the management of all the user’s importer/exporter partners. This screen can be accessed by clicking Company Partners
within the Administration
menu.
Show/Hide Filter
can be used to display only partners meeting specific criteria.
The
Status
drop-down (when used) will filter the grid to only show active, pending, inactive, or all partners.
To change the number of partners displayed on the screen, click the
Page Size
drop-down and select a total at the bottom of the screen.
The down arrow to the left of the
Company
column links to the Company Profile
screen for that partner. The partner’s information can be viewed and updated from that screen.
The columns on the
Company Partners
screen are configurable. This allows the user to have the ability to select what information/columns they need shown on the screen and to sort on the most relevant information.Columns | Description |
|---|---|
Add Partner | Links to empty Company Profile screen. Enter partner information and clickSave to add new partner. |
Set Status | Change partner’s status by checking box beside partner name. To change a partner’s status, choose a status from the drop-down and click the link. |
Delete Partner | Permanently removes partner from view. Click checkbox beside partner and click link. |
Related Content
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Administration
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