Who are partners?
1. All natural and legal persons with whom transactions are concluded are cooperation partners .
2. Partners can be divided into groups that you define in advance.
OZOLS TMS automatically divides into the following groups:
| Group | In which case OZOLS TMS marks the partner in the group |
| Checked | If the partner's VAT number can be found in the EU VAT register |
| Client | If the Customer's order is registered on the partner |
| Carrier | If a Trip/Spedition is registered to a partner |
| Sender | If a partner is selected as the sender in the Customer's order |
| Recipient | If a partner is selected as the recipient in the Customer's order |
In other groups, partners can be assigned by users themselves.
You can filter partners by group in the reports and in the list of partners.
Some of the more frequently used groups of partners and contacts : Forwarding company, Final (direct) customer, Combined loads, Full loads, Send holiday greetings, Send information about promotions, etc.