Defining Products/Grades
Entering your list of products to be traded is an important step in configuring cieTrade.net to your specific business needs. The products list will be used to establish orders, as well as the trades between your Customers and Suppliers.
cieTrade.net supports an easy way to define your base products without having to add attributes and specifications until you stage your transaction. This reduces the number of Products you have to manually set up and minimizes the clutter within the system.
PLEASE NOTE: You will need to set up your Sales Accounts and Purchase Accounts prior to setting up your product list. This can be done by going to Settings > Account Mappings. If you need to further define your products by Categories and Groups for reporting purposes, you will need to establish those settings first by going to Settings > Common Information > Product Categories / Product Groups.
Start by clicking on the New Product button at the top right corner of the Products tab screen.
Enter the Grade/Product Name that you want to internally use to reference this Product.
Select the Unit of Measure Type for the Product - either Weight based, or per Each.
Select Serial or Bulk inventory as the Inventory Model.
A Sales Account and Purchase Account MUST be selected from the appropriate drop downs.
PLEASE NOTE: These accounts need to be set up under Settings > Account Mappings before you can use the drop down list for your Products.
A Product Category and Product Group are optional. For more about the difference and use of these fields, click here.
If you use ISRI Commodity Descriptions on your documentation, you can enter it in the text field, and denote if it is a Waste Grade by checking the box.
You can also show the Commodity Description on documentation, by entering the text on the box and then check the 'show on documents' check the box next to it. This will show in brackets under the product name, next to any entered specification.
The API Product-Reference and SKU/Product Code are optional fields for future development in cieTrade.net.
To finish, click Save and your new Product will be added to your product list.
To delete a Product, place your mouse over the line you wish to delete and click the trash can icon that appears to the right of the line.
PLEASE NOTE: Products can only be deleted from this list if they have not yet been used on Orders or Worksheets.
To watch a short video demonstrating the process of manually entering products or using the available import tool to load a list of products, please click here.
If you have additional questions, please contact the Support Team via email to support@cietrade.net.