Setting up Certified Orders

Certified orders is a feature cieTrade developed for paper merchants/dealers to identify which orders have products that are subject to material certification standards such as FSC to insure that paper was made from responsibly sourced wood.  

Building out Certification Types in Settings

To begin, you will have to define the Certification Types you need by navigating to Settings > Common Information > Certification Types.  Make sure this feature is enabled by using the check box.

Assigning Certification Types to Counterparties

Now you can update your Counterparty to apply the necessary certifications. 

1. Edit the Counterparty profile and go to the Certificates tab.
2. Select +Add Item.
3. Choose the applicable Certification Claim from the drop down and enter in the Registration No.  Save to enter these details on the Counterparty level.

Choose the Certification on an Order

Now that you’ve set up the certifications needed for your mill, a Certification field appears on orders after the Instructions & Notes.  Use the drop-down to select the correct certification for this order and save.  Moving forward, loads that have been linked to this order will show as certified.

View Your Certified Orders

Navigate to Orders > Purchase Orders to run the purchase order inquiry by Certification.  Users are able to filter by specific certification type OR by (Certified Only), which will produce all certified orders in the system.