Overview

On the Relations home screen you'll get the overview of all the different companies uploaded to PhiRater. Every line represents one singe company.

! Be aware that every mispelled company generates a new company. Clean data is crucial

Menu

On the right top you have 4 different buttons:

- Upload: for more information we refer to the 'Upload' page

- Reload: to refresh the page after editing certain items

- Filter: filter on all different items

- Plus: add a new company to your 'Relation Management'. When clicking this plus a pop-up will open where you can add a company. You'll have to fill out the company name and select the type of company (supplier / customer).

! Supplier refers to inbound transport while a customer refers to outbound transport

! You can upload a larger set of data so you do not need to run through the steps below. Please refer to 'Upload'.

Companies

Next you can select / click every single company in the list below. If this list is empty you'll first have to upload relations.In this overview screen you immediately have the overview per company of the amount of offices / contacts linked to a company.

If different companies are shown, on the right end of every lane you have different options:

- delete every single company by clicking the red trash bin 

- edit every single company by clicking the blue pencil. A pop-up will open where you can change the name and type of company (Client / Supplier). When changing items do not forget to click update to confirm your changes.

- add an office by clicking on the yellow plus sign. A pop-up will open where you can add all information for an office (ZIP code, City, Adress lines and Country). When changing items do not forget to click create to confirm.

By clicking on a company, it will open up and show the different locations and contacts linked to the company.  First of all PhiRater will display the different offices for the company selected. Next he will show the different contact persons. This is visually shown by a little globe and a little person next to the text.

Offices

Regarding the offices (first rectangle shown under company) you can:

- edit every single office by clicking the blue pencil. A pop-up will open where you can change the details or add relevant information. When changing items do not forget to click update to confirm your changes.

- delete every single office by clicking the red trash bin 

 - add a contact by clicking on the yellow plus sign. A pop-up will open where you can add all relevant information for a contact (Name, email and telephone). When changing items do not forget to click create to confirm.

Contacts

Regarding the contacts (first rectangle shown after the last office) you can:

- edit every single contact by clicking the blue pencil. A pop-up will open where you can change the details or add relevant information. When changing items do not forget to click update to confirm your changes.

- delete every single office by clicking the red trash bin