Letter of Credit

NOTE: click here for how to set up your certificates. 

How to create the Letter of Credit:

All of your documentation will be driven by what you input on these fields (if they differ from the SO/PO/Booking Worksheet). 

1) Begin at the Letter Credit tab. Click +New Letter Credit

2) Enter the Letter of Credit No, Amount Due, Date of Issue, Date of Expiry, and Last Ship-Date. 

3) Select the Form of L/C. These options are hardcoded, so if you need more options, please contact the Support Team . 

4)The Beneficiary dropdown is populated with your Departments. You may edit the address in the text field.

5) The Applicant is your Customer. After you select the Counterparty, you can choose the Location and edit the address in the text field. 

6) The Consignee is either you or your supplier (whoever is responsible for the material or product). After you select the Counterparty, you can choose the Location and edit the address in the text field. 

7) You can enter the Description of Goods exactly as they need to be for certificates or customs. This can also update the Description of Goods on the Booking.

NOTE: to update the Description of Goods on the Booking, click Edit Booking> Update above the Description of Goods text box.  

8) Once you click Save, on the front of the Letter of Credit, you can attach your Sales Order by clicking +Add Item

9) Now you can create these documents from the Booking> Document tab.

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