Setting up Common Information

Accurately defining your "Common Information" is a critical step in setting up your account. For new users, you may notice there are a handful of drop-downs throughout cieTrade that appear empty. This is because the list of choices for that field haven't been added yet. "Common Information" is the term we use for important information and attributes that often times are unique to your business. Inputting this information into cieTrade will allow you to setup certain fields and nomenclatures the way you want. The entries you make within Common Information will be used to define different aspects of your business transactions moving forward.

NOTICE: You can add and amend common information at any time. You are only prevented from deleting an entry if it's been referenced elsewhere in the system.

How to Locate Your Common Information

You can find your Common Information by navigating to Settings > Common Information.

How to Add Common Information

From the Common Information page, select the category of information you would like to add.
Click + Add New.
Enter the terminology you would like to use.
Once you're finished, click Save Settings.

You're done! Once you click save, the entry you just made be will available within the correlating field the next time you use it.

How to Delete Common Information

From the Common Information page, select the attribute you would like to modify.
Hover over the specific entry you would like to remove, and click the X button that appears.
Once you're finished, click Save Settings.

You're done!

More Information

All of the "Common Information" that is available can be found below along with more information.

NAME	DESCRIPTION
Billing Cycles	Used for reporting
Claim Status	Used for tracking claims
Certification Types	Used for data entry
Colors	Used for product specifications
Conditions	Used for product specifications
Converting Equipment	Used for data entry
Contact Roles	Used to assign roles/attributes to contacts
Countries	Used for data entry
Drivers	Used for data entry & cieDispatch
Equipment Types	Used for data entry
Inventory Classes	Used for product specifications
LC Banks	Used for data entry
Meltflow Indexes	Used for product specifications
Opportunities	Used for data entry on notes
Package Types	Used for product specifications
Plastic Forms	Used for product specifications
Plastic Grades	Used for product specifications
Ports	Used for data entry
Product Categories	Used for product reporting
Product Groups	Used for product reporting
Regions	Used for data entry
Reporting Groups	Used for counterparty reporting
Service Type	Used to categorize service records and dispatch jobs
Sheet Size	Used for product specifications
Shipping Terms	Used for data entry
Shipping Types	Used for data entry
Task Categories	Used to categorize tasks (or action items)
Trade Types	Used to categorize transactions

Billing Cycles

"Billing Cycles" are used to define the interval of time between one billing statement to the next. This attribute is intended for waste brokers, and can be used on Service Records and Billing Sheets.

Common Examples: WEEKLY, BIWEEKLY, MONTHLY, QUARTERLY

Claim Status

"Claim Statuses" are used to track claims and can be assigned on Shipping and Brokerage Worksheets.

Common Examples: LIGHTLOAD, REJECTED, RETURNED, PARTLY DAMAGED

Certification Types

"Certification Types" are used to record if a counterparty is able to buy and/or sell certified goods. The certification(s) a company has is added at the counterparty level, then at the order level you can select which one is applicable for that transaction.

Once in use, you can use the "Certified Goods Report" to track them.

Common Examples: CONTROLLED WOOD, RECYCLED 100%

Colors

"Colors" are one of the many attributes you can use to define your products/grades. Colors are added to inventory items upon receiving and/or producing them.

You have the ability to filter by color on inventory reports for serial inventory only.

Conditions

"Conditions" are one of the many attributes you can use to define your products/grades. Conditions are added to inventory items upon receiving and/or producing them.

You have the ability to filter by condition on inventory reports for serial inventory only.

Common Examples: CLEAN, CONTAMINATED, DIRTY, CRUSHED, DAMAGED

Converting Equipment

"Converting Equipment" is used to define the types of equipment (and associated costs) you have for the processing of material. Converting equipment can be used on converting jobs and enables you to 1) track your machines productivity and 2) automatically pull in expenses (on the converting job) that are associated with the machine (or process), such as a service fee.

Common Examples: BALER, BALE BREAKER, GRINDER, SHREDDER, GRANULATOR, EXTRUDER

For more information on using converting equipment, please see our helpfile here.

Contact Roles

"Contact Roles" are used to categorize contacts.

You have the ability to filter by role on the contact manager.

Common Examples: LOGISTICS, COLLECTIONS, ACCOUNTING, FREIGHT

Countries

This is where the repository of available countries are housed, and new ones added.

Drivers

"Drivers" are used to record the dispatch (or truck) driver on dispatch and receiving tickets. Usually, these drivers are members of your own company. cieDispatch and their credentials are managed here as well.

For more information on cieDispatch, please see our helpfile here.

Equipment Types

"Equipment Types" are used to define the way products are moved or shipped.

Common Examples: FLATBED, ROLL OFF, TRAILER, VAN, 20 HC, 40 HC

Inventory Classes

"Inventory Classes" are one of the many attributes you can use to define your products/grades. Classes are added to inventory items upon receiving and/or producing them.

You have the ability to filter by class on inventory reports for serial inventory only.

Common Examples: FEEDSTOCK, FINISHED, QC-TESTING

LC Banks

"LC Banks" are where banks can be added to the system to allow you to reference them on a Letter of Credit.

Meltflow Indexes

"Meltflow Indexes" are one of the many attributes you can use to define your products/grades. Meltflows are added to inventory items upon receiving and/or producing them.

You have the ability to filter by meltflow on inventory reports for serial inventory only.

Common Examples: <20, 20-30, 30-40

Opportunities

"Opportunities" are used to further define notes within the CRM module.

You have the ability to filter by opportunity within the CRM module.

Common Examples: COLD LEAD, HOT LEAD, DUPE, SIGNED

Package Types

"Packaging Types" are one of the many attributes you can use to define your products/grades and represents how the material is packaged. Packaging types are added to inventory items upon receiving and/or producing them.

You have the ability to filter by packaging type on inventory reports for serial inventory only.

Common Examples: BAG, BALE, BIN, GAYLORD, PALLET, ROLLS, SHEETS, SKIDS, LOOSE

For more information on packaging types, please see our helpfile here.

Plastic Forms

"Plastic Forms" are one of the many attributes you can use to define your products/grades. Forms are added to inventory items upon receiving and/or producing them.

You have the ability to filter by form on inventory reports for serial inventory only.

Common Examples: BAR, BOTTLE, FILM, PURGE, POWDER, SHEETS

Plastic Grades

"Plastic Grades" are one of the many attributes you can use to define your products/grades. Grades are added to inventory items upon receiving and/or producing them.

You have the ability to filter by form on inventory reports for serial inventory only.

Common Examples: DRYBLEND, CONTAMINATED, PAINTED, POST CONSUMER

Ports

This is where the repository of available ports are housed, and new ones added.

Product Categories

"Product Categories" are used to classify your products/grades and are solely for reporting purposes. Categories have a parent-child relationship with Product Groups where they are the overarching category, and the groups fall within it. Categories are assigned at the product level.

You have the ability to filter by category on inventory reports.

Common Examples: PAPER, PLASTIC, METAL, FERROUS, NONFERROUS

Product Groups

"Product Groups" are used to classify your products/grades and are solely for reporting purposes. Groups have a parent-child relationship with Product Categories where they are the child. Groups are assigned at the product level.

You have the ability to filter by group on inventory reports.

Examples:

"Kraft" would be a Group within the "Paper" Category.
"Aluminum" would be a Group within the "Non-Ferrous" Category
"Mixed Recyclables" would be a Group within the "Feedstock" Category.

Regions

This is where the repository of available regions (or states) are housed, and new ones added.

Reporting Groups

[TBD]

Common Examples: SHIPPING LINE, PLANT

Service Type

"Service Types" are used to define (or categorize) the type of service that's being provided, and are primarily used for reporting purposes. This attribute is intended for waste brokers, and can be used on Service Records and Dispatch Tickets.

You have the ability to filter by service type on the dispatch inquiry.

Common Examples: PICKUP, DROPOFF, SWITCH, SHIPMENT

Sheet Size

"Sheet Sizes" are one of the many attributes you can use to define your products/grades. Sheet sizes are added to inventory items upon receiving and/or producing them.

You have the ability to filter by sheet size on inventory reports for serial inventory only.

Common Examples: [TBD]

Shipping Terms

"Shipping Terms" are used to define how commodities will be transported, and can be used on orders and worksheets.

Common Examples: CFR, CIF, FAS, FCA, FOB

Shipping Types

"Shipping Types" are used to specify the shipping method, and can be used on Purchase and Sales Orders.

Common Examples: TRUCK, ROLLOFF, RAIL, VESSEL

Task Categories

"Task Categories" are used to define (or categorize) tasks, which are essentially action items within the system.

Common Examples: CALL, EMAIL, REVIEW

For more information on tasks, please see our helpfile here.

Trade Types

"Trade Types" are used to define (or categorize) the type of transaction, and are primarily for reporting purposes. Trade types can be used on Receiving, Shipping, and Brokerage Worksheets.

You have the ability to filter by trade type throughout the system.

Common Examples: PAPER, PLASTIC, METAL, INBOUND, OUTBOUND, IMPORT, EXPORT, DOMESTIC, TOLLING

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If you have additional questions, please contact the Support Team via email to support@cietrade.net