Partner groups
Organize your work on the freight exchange with "Partner groups" tool. Learn more about how to create groups and work with them.
What is it?
Partner groups is a flexible tool for organizing and simplifying work with contractors and customers of your company on a private exchange. You can combine partners by different criteria to organize the database, speed up work processes and increase the transparency of interaction.
Let's say your company cooperates with more than 250 carriers and forwarders. The company makes around 500 to 800 shipments per month in different directions. Behind this volume is a team: 15 logisticians, 5 procurement specialists, 5 accountants as well as the employees of the legal department and security service.
It is nearly impossible to remember who transports what, in what directions, with what risks and conditions. This is why platform like Roolz with the function of creating partner groups is especially relevant for large logistics companies. This allows you to combine counterparties by directions, types of cargo, levels of trust or other criteria, and to work with them in one space. Faster. More transparency. No losses.
Groups can be created according to the specific tasks and interests of different departments.
Here are the possible examples of partner groups, which can be arranged as follows:
By reliability and financial conditions:
– Reliable / questionable / on stop list
– Fast payments / long payments
– Prepayment/deferred payment
By vehicle fleet:
– Refrigerators, curtainsiders, low-tonnage trucks, etc.
By vehicle type:
– Own fleet / outsourced transport
By type of transportation:
– FTL / LTL
– ADR / non-ADR
– Customs carriers, etc.
By geography:
– CIS, Asia, Europe, domestic routes, etc.
Important! The number of available partner groups also depends on the tariff plan. For example, free tariff has only 2 partner groups, while "Expert" tariff has 25.
How to create groups?
Open roolz.net exchange, go to the "Private Exchange" section in the menu on the left.
Important! To work on the private exchange, you must have invited partners, otherwise this section will be inactive.
In the "Groups" section, click "Create a new group" button.
Come up with a name for the group, choose color, add description and select the desired partners for this group.
Click "Create group" button in the lower right corner.
Done! In the "Groups" section you will find all groups that you created.
How to edit groups?
Open roolz.net exchange, go to the "Private Exchange" section in the menu on the left.
Important! To work on the private exchange, you must have invited partners, otherwise this section will be inactive.
In the "Groups" section, click on the ellipsis button in the upper right corner of the desired group and then click "Edit".
Edit all the necessary data and click "Save changes" button. Done!
How to delete groups?
Open roolz.net exchange, go to the "Private Exchange" section in the menu on the left.
Important! To work on the private exchange, you must have invited partners, otherwise this section will be inactive.
In the "Groups" section, click the ellipsis button in the upper right corner of the group that you want to delete.
Click "Delete group" button and confirm action. Done!
How to add partners to groups?
Open roolz.net exchange, go to the "Private Exchange" section in the menu on the left.
Important! To work on the private exchange, you must have invited partners, otherwise this section will be inactive.
In the "Partners" section, select partners that you want to add to the group and click "Add to group" button.
Enter the name of the desired group or select from the list provided.
Click on the desired group and partner will be added to it. Done!
How to send offers to partner groups?
Open roolz.net exchange and create freight or transport offer.
Once the offer is ready for publication (all data is filled in), select "Private Exchange" checkbox and then "Recipients".
In the "Groups" section, select partner group, which you want to send this offer to, and click "Select". It is important to note that if there are 5 partners in a group, but only one of them has the right to receive offers according to the type of partnership, only this partner will receive the offer.
Click "Publish Now" button at the bottom or top right.
Done! The group of partners you selected will receive the offer in a few seconds.
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