To enhance clarity and accessibility for all users, the SeaRates team has released a management panel to put together your business counterparties in a complete system for easy management and networking. This includes a variety of interface features to keep your enterprise details organized. Discover our guide for using Counterparties in your Virtual Office to streamline your company's activities.
How does it work?
SeaRates Virtual Office solutions continue to make a great contribution to supply chain streamlining. Among others, the ‘Counterparties’ management panel stands as an effective method of administration for business networking. SeaRates users with the Vendor and Carrier account types access the latest functionality for managing their data on business operations stakeholders through the ‘Counterparties’ panel.
Continue with an overview of SeaRate's digital ecosystem, which is contained in a single account and provides powerful networking management and visibility. Let’s discover how SeaRates users can gather bulk data and easily account for each customer, lead, partner, colleague, and others in an all-in-one Virtual Office panel.
Start from the SeaRates Home page to navigate to your Profile in the Virtual Office. Running through the main menu on the left, you will find the 'Activity' section and go to the 'Counterparties' tab.
Here you can start adding data about your company's counterparties and conveniently organize your virtual workspace in digital logistics.
By clicking on the 'Add counterparty' button, the user will be taken to a capacious and quick form to fill in the data. It is necessary to fill in such general fields as email, first name, last name, phone number, and country, and assign the new counterparty to the appropriate type, among which the following are suggested:
- Airline
- Broker
- Consolidator
- Customs broker
- Freight forwarder
- Railway operator
- Shipowner
- Shipper
- Shipping line
- Stevedore
- Transport operator
- Trucking company
- Warehouse operator
- Other
Just select the type of counterparty for easy viewing and further organization.
Then, you will find a list of already entered counterparties, where users have the option not to edit, duplicate, delete records, and import/export in XLS format. To meet the need to sort a large amount of information, for example, when importing bulk counterparty data, one can set the view for 10, 25, 50, and 100 rows.
In addition, there is an option to generate an individual invitation link to join the SeaRates platform if the counterparty is not yet a registered SeaRates user.
To simplify your search and monitoring, use the ability to sort counterparties' data by the following parameters: Company, Type, Name, Email, Country, and Creation date. Simply click on any of them and choose suggested options to filter.
Benefits of the Counterparties management panel
Let’s sum up the main advantages of the Virtual Office ‘Counterparties’ management panel:
Visibility of management
The SeaRates Virtual Office consists of various cutting-edge solutions with user-friendly interfaces to simplify processes in digital logistics. The ‘Counterparties’ panel, as one of SeaRates' management solutions, ensures transparent and handy data gathering and organization in terms our users set for themselves. A single account can include bulk data about all critical nuances in the network of your company. This way, SeaRates users can replace bulky spreadsheets or a range of apps with one management panel within easy reach.
Avant information array
We provide an ultimate way to assist our clients in gathering, accounting, and managing the comprehensive scope of data, avoiding missing any key details and extra necessary information. The ‘Counterparties’ panel allows the collection of extensive data on each key part of the trade and logistics processes necessary for business networking.
Enhanced user flow
The SeaRates team is striving to provide the most convenient and advanced solutions for supply chain management. All optimization processes, data gathering, and easy-to-use functionality ensure an improved digital logistics experience for our clients.
Conclusion
The SeaRates ‘Counterparties’ panel in the Virtual Office operates to guarantee transparency in administration and management for businesses of any kind and the specifics of their key parties on the network. This management panel enables you to monitor and oversee the creation, utilization, sharing, and arrangement of partner data, ensuring a tailored experience for you.
The SeaRates team assures an opportune digital logistics and trading background, powered by an effective interface, for solving any daily needs and long-term requirements. We are keen to contribute comprehensive solutions to facilitate trading and logistics flows, which stands as the main causality for our successful partnership with companies of all sizes worldwide.
Contact us at [email protected] to start a profitable path of improving logistics and trade through intuitive, advanced solutions and products our team provides for your specific needs.
