Trade Partner details
Reference for the Trade Partner drawer: its tabs, Basic Details fields and which are editable, aliases, the Add Documents form and the Invites tab.
Select a Trade Partner's name to open its drawer. The drawer header shows the name and the icons for maximize and close (x). Your own company's drawer has the same tabs except Invites. For the steps, see Trade Partner details, aliases, and documents.
Tabs
| Tab | Content |
|---|---|
| Details | Basic Details, Associated Trade Item Groups, Trade Partner Aliases |
| Locations | The partner's Locations with an Add Location button |
| Trade Items | Trade Items linked to the partner (columns Trade Item, Trade Item Identifier, Trade Item Group) |
| Attachments | Documents list with an Upload button |
| Invites | The invitation form for this partner |
Basic Details
| Field | Req. | Editable | Values |
|---|---|---|---|
| Trade Partner Name | Yes | Yes* | Text. If you delete the name and try to save, an error appears and Wholechain restores the name. |
| Trade Partner Identifier | No | Yes* | Text. It can be removed and saved empty. |
| PGLN | No | Yes* | Valid PGLN |
| DUNS | No | Yes* | Valid DUNS number |
| Buyer / Supplier | No | Yes* | Buyer or Supplier |
| Type | No | No | Self or NonWholechain. Shown for information; it cannot be edited. |
| Wholechain ID | No | No | Assigned by Wholechain; shows a dash when empty |
* Editable unless the Trade Partner is connected in Wholechain, in which case the details belong to another Wholechain account and cannot be edited (see Rules and restrictions).
To change an editable value, select it. An input box opens with a check mark (save) and an x (cancel). A saved change shows Trade partner details saved.
Associated Trade Item Groups
Lists the Trade Item Groups associated with the partner. When empty it shows No data.
Trade Partner Aliases
| Item | Description |
|---|---|
| Table columns | Identifier Type, Alias, and a ... menu per row |
| Add Alias | Opens the Add Alias drawer with Manual and Bulk Upload tabs |
Add Alias (Manual)
| Field | Req. | Values |
|---|---|---|
| Identifier Type | Yes | External Identifier, URN, PGLN (choice list in the manual form) |
| Alias | Yes | The alternative identifier |
Choosing Add Alias shows Alias added and lists the alias.
Add Alias (Bulk Upload)
The bulk template and its accepted Alias Type values are described in the Settings help docs. Click the gear icon at the top of the Trade Partners page (or open Settings with the gear icon at the bottom of the left-hand navigation bar), which opens Master Data Settings > Trade Partner. See Master Data Settings.
Locations tab
Each row shows the Location identifier and name, and the address (or the identifier alone when there is no address). The Add Location button opens the Add Locations drawer for this partner (see Adding Locations). Each row has a ... menu.
Attachments tab
The Upload button opens the Add Documents drawer.
| Field | Req. | Values | Default |
|---|---|---|---|
| Document ID | No | Text | Empty |
| Document Title | Yes | Text | Empty |
| Expiration Date | No | Date | Empty |
| Company | No | A Trade Partner | The partner whose drawer is open |
| Location | No | A Location | Empty |
| Product | No | A product | Empty |
| Privacy | No | Public or Private | Private |
| Attachment | Yes | A file; a preview appears once chosen | Empty |
Choosing Add Document lists the document under Attachments with its title and a category. When no documents exist the tab shows No documents found.
Invites tab
For a partner that has no invitation the tab reads "You have not sent an invite for this Trade Partner. Send an invite to connect with their company." The form fields are the same as in Invitations.