Trading Partner Profile

The Trading Partner Profile screen displays basic information about a chosen company.  On this screen you can see the following:

Field:

Description:

Company

Name of the company

Trading Partner Type

Manufacturer or distributor

Contact Name

Name of the company's Trading Partner Connect contact

E-mail

E-mail address of the company's Trading Partner Connect contact

Telephone

Telephone number of the company's Trading Partner Connect contact

Fax

Fax number of the company's Trading Partner Connect contact

Address

Company's billing address

In certain cases, you may also see a Documents section underneath this information. This section contains any documents that are important to setting up and maintaining trading relationships. It displays the following information:

Field:

Description:

File Name

The name of the document. More specifically, this is the file under which the document was saved, complete with file type (.doc, .pdf, etc.). Clicking on the file name opens the document, allowing you to view it.

Document Type

This is a general category description of the document. It will be one of four types: Credit Approval, Tax Exemption Certificate, Trade Reference, or Other.

Date of Upload

The time and date the document was last uploaded.

 

These documents are only visible to  trading partners that you have requested a relationship with, or those who have already accepted the relationship.

You can also see up to three links at the bottom of the screen:

Request Relationship This link only appears if you do not have an existing trading relationship or pending relationship request with the company you are viewing.  Clicking this link takes you to a screen where you can request a trading relationship.

Rationalized Lines For distributors only, clicking this link will open a popup window that displays all the manufacturer lines the company has successfully rationalized to Trading Partner Connect.

Vertical Markets For distributors only, clicking this link will open a popup window that displays all the vertical markets the company trades.