Quickly create trade records

Create export (distribution) trade records

Step 1 Select the trade type

Select the added trade type in the left navigation (this manual takes export trade as an example) and click [Create]

Step 2 Select a downstream trading company

The system will automatically list the list of downstream trading partners. After selecting the company, click [Next]

note

Gray companies cannot be selected. Move the mouse to the red question mark to view the reasons why they are not selectable.

Step 3 Enter trade information

Please prepare scanned copies of the bill of lading and invoice in advance, enter the trade information required by the system, and click [Next]

tip

Move the mouse to the icons next to the loading port and unloading port to quickly select commonly used ports.

Step 4 Select trade products

The system will automatically display the remaining tonnage of the existing products. Please enter the quantity and tonnage to be purchased and click [Next]

Step 5 Preview trade list

Confirm the information of downstream companies and the tonnage information of export products. If you have any questions, click the previous step to return to the modification. If it is correct, please click [Confirm]. (If it is distribution trade, click Confirm to complete the seventh step; if it is export trade, please continue to the next step)

Step 6 Generate tonnage statement (export trade only)

Confirm whether the product quantity, tonnage information, company seal or legal person signature in the tonnage declaration are correct. If confirmed, click [Submit] to save the trade.

tip

Only the first transaction requires uploading a seal or legal person's signature. You can modify the corporate signature file in "Enterprise Settings"

Step 7 Adding trade information is completed.

Trade dynamics tracking

The current trade review status can be viewed in the [Status] column of the list page and the trade details page.

INFO

The direction of the entire trade chain is: Submit trade -> Trading partner review -> Administrator (OR) review. After the export trade is completed, your EU trading partner can download the REACH tonnage certificate file from the trade details page.

Create purchasing trade

Step 1 Choose purchasing trade

Select Procurement Trade in the left navigation and click [Create]

Step 2 Add trade information and product information

Please prepare the purchase invoice information, select the sales company as required, add product information and upload the scanned copy of the invoice and click submit to complete the process.

Trade dynamics tracking

The current trade review status can be viewed in the [Status] column of the list page. When the trade status is Completed, the entire purchase trade record is added.