How do I provide a Report to my Supplier that lists all Shipments along with associated charges/rebates?

When you need to send your supplier a report that lists all shipments and related charges, you can do so via the Settlement Statement report, which can be found under Reports > Settlement > Settlement Statement. 

The Settlement Statement allows you to filter by Account, Location, Report Type, Date Range, Department, Trade Type, Weight measure, and Sales Rep. This report displays all of the worksheets, products, and associated transaction amounts for a particular account. Additionally, you have the option to provide this information via an Excel export or click the Print button to generate a PDF that you can email to your supplier directly from this report.

Visit the Settlement Statement helpfile here for further information.

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