Find and manage the Trade Partner list

Purpose

See every Trade Partner in your network with its connection status, identifiers and number of Locations. Narrow a long list to the partners you need, show the columns that matter to you, download master data for selected partners and archive partners you no longer work with.

Before you begin

• Select Trade Partners under Master Data in the left-hand navigation bar. The page opens on the Trade Partner List tab. The Invites tab sits next to it (see Invitations).
• Your own company is in the list too. It shows (Self) after its name and is Wholechain Connected.
• The Connection column shows one of three statuses: Wholechain Connected, Externally Connected or Not Connected. They are described under Connection values below, and in full in Get started with Trade Partners.

Read the Trade Partner List

The tab shows the number 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, a gear icon, a table and page controls. The columns are described in the Field and action reference.

The Trade Partners list. Use search, the two filters, and Add Trade Partners at the top of the page.

To add partners, select Add Trade Partners (see Add Trade Partners). To open a partner's record, select its name (see Trade Partner details).

Open Trade Partner settings

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. The options there are described in Master Data Settings and are not repeated here.

Search the list

Type part of a name in the search box to narrow the list.

Search matches the Trade Partner Identifier:

Search also matches the Trade Partner Identifier.

It also matches a DUNS number:

Search also matches a DUNS number.

And a PGLN:

Search also matches a PGLN.

Filter the list

Filter by name

Open Filter by TP Name(s) to pick trade partners from a list.

You can select more than one name. The list shows trade partners that match any selected name.

Filter by connection status

Filter by connection status: Wholechain Connected, Externally Connected or Not Connected.

Select two statuses to see trade partners that match either one.

Combine filters

Filters work together: a partner must match every filter you set, and the search text. If nothing matches, the table shows No Data.

Filters work together. If no trade partner matches every filter, the list shows No Data.

Clear filters

Remove each filter chip with its x, and clear the search box with its x. There is no single clear-all button.

Remove a filter chip or clear the search box to return to the full list.

Why it matters. Filtering lets you check, for example, which partners are not yet connected before you plan invitations.

Choose which columns to show

Select the filter icon at the right of the table header to open Column Display.

Use the arrows or drag handles to reorder columns, and the check boxes to show or hide them.

Download master data for selected Trade Partners

For an account-wide download of master data, see Master Data Settings.

Archive a Trade Partner

Archiving a Trade Partner also archives its Locations and removes all aliases from the partner and its Locations. Documents tagged with the partner or its Locations stay in the Documents tab, but the Trade Partner and Location tags are removed from them.

Archived Trade Partners are listed in Master Data Settings > Archived, on the Trade Partners tab. To restore them, see Archived. For the full effect of archiving, see the Reference Guide: Archive and restore.

Expected result

• The count beside the tab name, such as Trade Partner List 2, and the footer, such as 1-2 of 2 items, match what you filtered.
• The table shows the columns you chose, in the order you chose.
• An archived Trade Partner is listed in Master Data Settings > Archived, together with its Locations. See Browse and manage Locations for the Locations side.

Troubleshooting

• The table shows No Data. A partner must match every filter and the search text. Remove a filter chip with its x, and clear the search box with its x, until the partners you expect appear. There is no single clear-all button.
• A search finds nothing. Search matches the partner name, the Trade Partner Identifier, the DUNS number and the PGLN. Check that you typed one of these.
• A column is missing. Open Column Display (the filter icon at the right end of the table header) and tick the column, or select Reset to return to the default columns.
• A partner is missing after archiving. Archived Trade Partners are kept in Master Data Settings > Archived. See Archived.
• I cannot edit a Connected partner's details. See Trade Partner details and the Trade Partners FAQ.
• Something else. Contact support@wholechain.com.

Field and action reference

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).

Table columns

Connection values

Search and filters

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 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.

Row and selection actions

For the full reference chapter, see Trade Partner List in the Reference Guide.

Watch the walkthrough