Private exchange: partnerships
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You can only invite companies that created their profile on Roolz (legal entities and entrepreneurs) to your partners. The invited companies can be both private ones (invitation via an invitation link) and public ones (invitation via search in the company directory and via offers by clicking on the contact person).
When you send an invitation to the company to become their partner, you propose a type of interaction for exchanging offers, i.e. who can send offers to whom.
There are following partnership types:
Sending offers. You send offers to the partner, but the partner cannot send their offers to you;
Receiving offers. The partner sends offers to you, but you cannot send your offers to the partner;
Exchanging offers. You and your partner can send offers to each other if both interaction options are selected.
To invite company to be a partner, you must open the potential partner's profile via:
Search the company directory by name or using filters and categories. It is a great place to find new counterparties.
❕Note! Private companies are not displayed in the companies directory.
A published offer on a public exchange. The offer can be used to access company’s profile.
Link to the company profile. Companies often post links to their Roolz profiles on their website and other resources. Also, companies with a private profile that is not displayed on the public exchange share a link to their Roolz profile with their counterparties.
On Roolz exchange, go to the "Private exchange" tab, which is located on the top left. There you can change the type of interaction for offers (who can send offers to whom) in two ways:
Hover over the company profile card, where an ellipsis icon will appear. Clicking on it will display "Change interaction type»" button.
Open your partner's company profile. In "Partner" block, there is an ellipsis icon on the right. Clicking on it will display "Change interaction type" button.
After that, select new interaction type and send request to update the relationship to your partner. They can accept or decline it.
Go to the "Private exchange" tab, which is located on the top left.
Here you can end partnership in two ways::
Place the cursor on the company card where an ellipsis icon is located. Clicking on it will display "Terminate partnership" button.
Open your partner's company profile. In "Partner" block, there is an ellipsis icon on the right. Clicking on it will display "Terminate partnership" button.
You and your partner can terminate partnership unilaterally, i.e. mutual consent to terminate partnership is not required.
When you delete partner they lose access to all your current private offers and will not be able to receive new private offers from you.
Archived offers, for which transportation was concluded within Roolz system, will be available for viewing. However, you will only be able to view offer card with brief information about it and not the the full offer page.
