How can I link a party to my job?
Have you created a new jobe and want to header the different parties to the job? We will show you step by step how to do this in this article.
To add a new relation in a job you can go to the Tab "Jobs" - "Parties".
Here, select the desired party you want to add. In this example we are going to add a new driver. Adding a party works the same way for all types.
You will first have the opportunity to look up a party.
No party found? Then press the 'New' button to create a new party.
Enter the details of the party. Contact information must also be entered when creating each relation. This is to avoid that at a later date the party cannot be contacted because no contact details were filled in at creation.
Does your relation have a VAT number? Then enter the VAT number and press the magnifying glass. Cavalato will automatically upload the official data from the KBO (only available for Belgium).
Completed all the data? Press 'Save'.
Was no email address or phone number entered when creating the party? Then you will see the message below appear.
Cavalato will perform an automatic check after saving to see if the party does not already exist. This is to avoid duplicates. Did you accidentally create a duplicate party? Then you can choose not to create the new party and to select an existing party.
Have you linked the party? Then the party will appear as a label under the 'parties' tab.
You can link multiple parties in the job this way.
Accidentally linked a wrong party in a job? Don't worry, in this article we explain how to unlink a relation in a job.
Prefer to take a step-by-step look at linking a party to a job? Then go through our guide below.