Directory of counterparties

Description

The directory of counterparties contains a list of legal entities with which the accommodation facility interacts, as well as a list of its own legal entities, if their number is more than one. Contractors of the accommodation facility can be food suppliers, companies providing transfer services, etc.

Access to the counterparty directory

To go to the counterparty directory:

1. In the menu on the left, open the Settings section and selectCounterparties:

   

   Here is a list of those counterparties that were previously added to the system.

2. This section allows you to perform a number of actions with counterparties: view available counterparties, add new ones, edit or delete previously created ones, or combine available counterparties into groups.

Adding a new counterparty

To add a new counterparty:

1. In the sectionCounterparties, click Add.

2. Enter the details of the counterparty in the available fields of the card.
   

3. Select the group that the counterparty belongs to, if applicable.

   Counterparty groups are available for selection only after they are added to the system.

4. Save the entered data.

Editing a counterparty

To change the counterparty's details:

1. Select the desired counterparty from the list and click Edit on the left side of the menu.

   
2. Change the information in the card.

3. Click Save to save the changes, or Cancel to return to the previously saved data.

   

Deleting a counterparty

To delete a previously added counterparty:

1. At the top of the menu, click Delete.

2. Select the organization you want to delete and click Delete next to it.

   

3. Confirm the deletion by clicking OK, or cancel the deletion by clicking Cancel.

Counterparty groups

Counterparty groups combine several legal entities that the accommodation facility works with, based on a common feature. Adding counterparty groups is optional. Their main task is to simplify the monitoring of counterparty data.

On the Counterparty Groups tab, you can add new groups, as well as edit or delete those that were created earlier. To return to the list of counterparties from the tabCounterparty groups, click the Counterparties button at the top of the menu.

Adding a group of counterparties

To add a new group:

Editing a group of counterparties

To edit an existing counterparty group:

1. Select the appropriate group from the list of available groups and click Edit on the left side of the menu. You can only change the group name.

2. Enter a new group name.

3. Save the changes.

   

Deleting a group of counterparties

To delete a previously added counterparty group:

1. In the sectionFor counterparty groups, click Delete at the top of the menu.

2. Select the group to delete and click Delete to the left of the name of the selected group.

3. Confirm the deletion by clicking OK in the system message, or cancel the deletion by clicking Cancel.