The Inbox
The Inbox is a tool that separates specific cieTrade forms, such as orders, worksheets, and jobs, into different 'bins' based on it's status. The different submodules (or folders) of the inbox correlate to the said Status of it. Worksheets in 'WORK' status, will appear in the Work folders, Completed status in the Completed folder, Approved in Approved, and so on.. It is designed to help manage the workflow when multiple people, or teams, are involved in the transaction, somewhere in-between the creation of the worksheet, to once it's complete.
Navigating to the Module:
On the left hand side panel, select Inbox. The accompanying drop down list are all of the submodules (or folders) of the inbox. There is one more submodule that can be added but must be enabled in your Settings. See section Extra Settings for more detail.
| Submodule Name | Worksheet Status | Logistics Status | Description |
| Work (Pending) | WORK | (na) | |
| Work (Scheduled) | WORK | Setup & Dispatched | |
| Work (Shipped) | WORK | Shipped | |
| Work (Delivered) | WORK | Arrived & Received | |
| Completed | COMPLETED | ALL | All worksheets in Completed status |
| Approved | APPROVED | ALL | All worksheets in Approved status |
| Not Approved | NOT APPROVED | ALL | All worksheets in Not Approved status |
| Arrange-Freight | WORK | Setup | |
| Confirm Shipment | WORK | Dispatch | |
| Schedule | WORK | ALL | |
| Approve Orders | REVIEW | ||
| Open Sales Adjs | ALL | ALL | |
| Photos Received | All recent photos from ciePhoto | ||
| Infor-Nexus | All Infor-Nexus related documents | ||
Extra Settings:
There are three additional settings pertaining to the inbox. These settings are:
- Set Inbox to All Users by default
- Open Worksheets(Inbox) at view page
- Use Inbox Warehouse Schedule
Using the Inbox:
For more information about using the Inbox, see our helpfile here.
If you have additional questions, please contact the Support Team via email, to support@cietrade.net.