Overview of Public Trade
Public Trade, referred to by a multitude of different names, such as "door trade", "buy backs" or "peddlers business," is for the process of (informally) buying materials (from a non-commercial account).
Setup:
Two noteworthy items to keep in mind before beginning:
- The only support inventory models are: Bulk-Perpetual and Bulk-Nonperpetual. (serial and do not track cannot be used)
- In order to use Public Trade, you will need to enable it with your Settings.
- See our helpfile on enabling Public Trade here.
- Once enabled, from the Dashboard, you will see the Public Trade drop down menu as an option. Within the list, is all of the modules and tools for Public Trade.
Information:
There are six submodules of Public Trade, which are:
| MODULE NAME | ALT | DESC. |
| Tickets |
Public Trade Inquiry | Where to find/create tickets |
| Customers |
Public Trade Customers | Where to find/create (public trade) customers |
| Buyback Summary | Report | Report that breaks out expenses (per day) |
| Price List | Public Trade Price List | Where to set the price(s) for your products |
| Cash Disbursements | Accounting (mirrors Voucher Inquiry) | Where posted (public trade) tickets will be housed |
| Cashier Ledger | Accounting (mirrors AP Ledger) | Where you post (public trade) tickets |
| Daily Cash Draw | Report | Petty Cash Reconciliation |
Workflow:
Common/Main Workflow:
- Create Price List
- Create Customer / Assign Price List to Customer
- Create Ticket / Set Ticket to Posted status
- Post (completed) Ticket from the Cashier Ledger
After:
- Cash Disbursements (to view posted tickets)
- Buyback Summary / Daily Cash Draw (for reporting)
If you have additional questions, please contact the Support Team via email to support@cietrade.net.