Trader

The Trader section allows you to manage your trading partners. Traders are intermediaries who buy and sell products, often handling large volumes of goods or specializing in specific markets. Efficient management of traders ensures smooth operations and communication in your business.

Adding a New Trader

To add a new trader:

  1. Navigate to the Partners > Trader section from the main menu.
  2. Click on "+ New" to open the trader form.
  3. Fill in the Personal Details of the trader, including:
    • Name
    • Phone number
    • Trader website
    • Email
    • Registration number
    • WhatsApp number
    • Facebook Profile
    • LinkedIn Profile
    • Instagram Profile
    • Skype
    • Country
    • Industry
    • Trader Address
    • Description
  4. You can easily manage multiple email addresses and phone numbers for each partner in Brokerinos. To add an email or phone number, simply click the "+" icon next to the respective field and enter the new contact detail. If you need to remove an email or phone number, click the "-" icon next to the field you wish to delete. This allows you to keep your partner’s contact information up-to-date and organized.
  5. Enter the Bank Details, including:
    • Bank name
    • Branch name
    • IBAN
    • SWIFT/BIC code
    • Holder name
    • Currency
    • Account number
    • Bank address
  6. Upload a Trader Logo for easy identification.
  7. Once all details are filled in, click Save to add the trader to your list.

Partner Import

The Import feature allows brokers to easily import partner information in bulk using a CSV file. Here's a step-by-step guide to help you through the process:

How to Import Partner Data:

  1. Click the Import Button: On the Partner's page, click the Import button to begin the process.
  2. Choose the CSV File: A pop-up window will appear where you can choose the CSV file to upload. Ensure that the file is in CSV format and follows the provided template.
  3. File Format: The file should include the correct headers matching the columns in the table.

    CSV Requirements/Format:

    Ensure your CSV file includes the following columns:

    1. Name: The full name of the company or partner. This field is required.
    2. Phone: The contact phone number, including the country code.
    3. Website: The partner's website URL.
    4. Email: The contact email for the partner. This field must be unique.
    5. Registration Number: The partner's official registration number.
    6. WhatsApp Number: The partner’s WhatsApp contact number.
    7. Facebook: The partner's Facebook page link (if applicable).
    8. LinkedIn: The partner's LinkedIn profile link (if applicable).
    9. Instagram: The partner's Instagram handle or page (if applicable).
    10. Skype: The partner's Skype ID (if applicable).
    11. Country: The country where the partner is located.
    12. Industry: The industry the partner operates in.
    13. Address: The physical address of the partner.
    14. Description: A brief description of the partner.
    15. Bank Name: The name of the partner's bank.
    16. Branch Name: The name of the bank branch.
    17. IBAN: The International Bank Account Number.
    18. SWIFT: The SWIFT code of the partner’s bank.
    19. Account Holder: The name of the account holder.
    20. Currency: The currency used by the partner’s bank account.
    21. Account Number: The account number for the partner’s bank account.
    22. Bank Address: The physical address of the partner's bank.
    23. Logo: The file path or URL of the partner's logo (if applicable).
    24. Price: The price for the partner's goods/services.
    25. Price Description: A description of the price or pricing structure.

  4. Example File: Below is an example of how your CSV file should look:

    1. Name: ABC Traders
    2. Phone: +123456789
    3. Website: https://abctraders.com
    4. Email: [email protected]
    5. Registration Number: REG12345
    6. WhatsApp Number: +123456789
    7. Facebook URL: https://facebook.com/abctraders
    8. LinkedIn URL: https://linkedin.com/in/abctraders
    9. Instagram URL: https://instagram.com/abctraders
    10. Skype: abc_traders
    11. Country: United States
    12. Industry: Textiles
    13. Address: 123 Main St, Anytown, USA
    14. Description: Leading supplier of textiles
    15. Bank Name: Bank of America
    16. Branch Name: Downtown Branch
    17. IBAN: US1234567890
    18. SWIFT/BIC: BOFAUS3N
    19. Account Holder: John Doe
    20. Currency: USD
    21. Account Number: 123456789
    22. Bank Address: 123 Bank St, Anytown, USA
    23. Logo URL: https://example.com/logo.png
    24. Price: 1000
    25. Price Description: Competitive pricing for bulk orders

  5. Upload the File: After preparing the CSV file with the correct format, click Upload CSV to import the data.

Important Notes:

  1. Ensure that your CSV file follows the exact format provided to avoid errors.
  2. If any required data is missing or incorrect, the import may fail.

Managing Traders

  1. Once a trader is added, it will appear in the Partners list with the following details:
    • Logo: A visual representation of the trader’s company.
    • Name: The name of the trader.
    • Email: Contact email for the trader.
    • Phone: Contact phone number.
  2. You can filter your Trader partners by country using the dropdown menu in the Trader Details section to easily view and manage partners from specific regions.
  3. You can manage your trader using the following actions:
    • Edit: Update any of the trader’s details by clicking on the Edit button next to their name. This allows you to modify personal and bank details, as well as the logo if necessary.
    • Delete: If you no longer need to work with a trader, you can remove them from the list by clicking Delete. This will remove their profile and any associated data from your account.
    • Move: Allows you to transfer a trader to another category. Click the Move button in the "Actions" column, choose a new category, and confirm the transfer.

By effectively managing your trader relationships, you can streamline your trade operations, improve communication, and ensure that all trading activities are well-organized and tracked.