Trade Partner List
Reference for the Trade Partner List tab: its layout, table columns, connection values, search, filters, Column Display and row and selection actions.
The Trade Partner List tab is the first tab of the Trade Partners page. It lists every Trade Partner in the account, including your own company. For the steps to search, filter and archive, see Find and manage the Trade Partner list.
Screen layout
The Trade Partner List tab shows the count of Trade Partners beside its name, a search box, the filters Filter by TP Name(s) and Filter by Connection Status, the Add Trade Partners button, the settings gear icon, a table, and page controls (for example 1-7 of 7 items and a 20 / page selector).
The gear icon opens the Trade Partner tab of Settings (Master Data Settings > Trade Partner). Its options are described in Master Data Settings and are not repeated here.
Table columns
| Column | Shown by default | Description |
|---|---|---|
| Trade Partner Name | Yes | Name of the Trade Partner. Your own company shows (Self) after its name. |
| Trade Partner Identifier | Yes | Your identifier for the partner |
| Location(s) | Yes | Number of Locations that belong to the partner |
| Connection | Yes | Wholechain Connected, Externally Connected or Not Connected |
| DUNS | Yes | The partner's DUNS number. Shows a dash when empty. |
| PGLN | Yes | The partner's Party GLN. Shows a dash when empty. |
| Buyer/Supplier | Yes | Buyer, Supplier, or SELF for your own company |
| Type | Yes | Self for your own company; NonWholechain for partners added by form or upload |
| Wholechain ID | Yes | ID assigned once a company is connected. Blank otherwise. |
Connection values
| Value | Meaning |
|---|---|
| Wholechain Connected | The partner has a Wholechain account and your account is connected to it. You can send and receive full-chain traceability across accounts and use features such as Shared Items, Shared Locations, custom data collaboration, PO Tracker, the Ship Event Form and Labels. |
| Externally Connected | The partner is connected through another EPCIS/GDST system or a third-party integration. With EPCIS/GDST you can send and receive full-chain traceability. With a third-party integration, the partner can receive traceability data as that integration allows. |
| Not Connected | The partner is not connected in any way. You keep full control and can record traceability events on its behalf. An invitation can be sent so the partner can connect by joining Wholechain or through EPCIS/GDST (see Invitations). |
Search
The search box matches the Trade Partner name, the Trade Partner Identifier, the DUNS number and the PGLN. The table updates as you type.
Filters
| Filter | Choices | Behavior |
|---|---|---|
| Filter by TP Name(s) | Any Trade Partner name; more than one can be chosen | A partner matches if its name is any of the names chosen |
| Filter by Connection Status | Wholechain Connected, Externally Connected, Not Connected; more than one can be chosen | A partner matches if it has any of the statuses chosen |
Filters and search combine: a partner must match every filter set and the search text. When nothing matches, the table shows No Data. Each filter chip has an x, and the search box has an x. There is no single clear-all control.
Column Display
The filter icon at the right end of the table header opens Column Display.
| Control | Action |
|---|---|
| Check box beside a column | Shows or hides the column |
| Up and down arrows, or drag handle | Changes the column order |
| Reset | Returns to the default columns |
Row and selection actions
| Action | Where | What it does |
|---|---|---|
| Select a name | Trade Partner Name cell | Opens the Trade Partner drawer (see Trade Partner details) |
| View Settings | ... menu at the end of a row | Opens the Trade Partner's settings |
| Archive | ... menu at the end of a row | Archives the Trade Partner (see Archive and restore) |
| Selection bar | Appears at the bottom after one or more rows are ticked; shows n selected | Offers Download and a ... menu with Archive |
| Download | Selection bar | Downloads an Excel file with the master data of the selected Trade Partners, showing all fields found on the Details tab (see Export files) |
| Archive | Selection bar ... menu | Archives the selected Trade Partners (see Archive and restore) |
| Add Trade Partners | Top right | Opens the Add Trade Partners drawer (see Adding Trade Partners) |