Setting up Common Information

Accurately defining your "Common Information" is a critical step in setting up your account. For new users, you may notice there are a handful of drop-downs throughout cieTrade that appear empty. This is because the list of choices for that field haven't been added yet. "Common Information" is the term we use for important information and attributes that often times are unique to your business. Inputting this information into cieTrade will allow you to setup certain fields and nomenclatures the way you want. The entries you make within Common Information will be used to define different aspects of your business transactions moving forward.

How to Locate Your Common Information

You can find your Common Information by navigating to Settings > Common Information. 

How to Add Common Information

1. From the Common Information page, select the category of information you would like to add.
2. Click + Add New.
3. Enter the terminology you would like to use.
4. Once you're finished, click Save Settings.

You're done! Once you click save, the entry you just made be will available within the correlating field the next time you use it.

How to Delete Common Information

1. From the Common Information page, select the attribute you would like to modify.
2. Hover over the specific entry you would like to remove, and click the X button that appears. 
3. Once you're finished, click Save Settings.

You're done! 

More Information

All of the "Common Information" that is available can be found below along with more information.

Billing Cycles

"Billing Cycles" are used to define the interval of time between one billing statement to the next. This attribute is intended for waste brokers, and can be used on Service Records and Billing Sheets.

Common Examples: WEEKLY, BIWEEKLY, MONTHLY, QUARTERLY

Claim Status

"Claim Statuses" are used to track claims and can be assigned on Shipping and Brokerage Worksheets.

Common Examples: LIGHTLOAD, REJECTED, RETURNED, PARTLY DAMAGED

Certification Types

"Certification Types" are used to record if a counterparty is able to buy and/or sell certified goods. The certification(s) a company has is added at the counterparty level, then at the order level you can select which one is applicable for that transaction.

Once in use, you can use the "Certified Goods Report" to track them.

Common Examples: CONTROLLED WOOD, RECYCLED 100%

Note: Please check off the "Enable" button next to Certification Types to use this feature. 

Colors

"Colors" are one of the many attributes you can use to define your products/grades. Colors are added to inventory items upon receiving and/or producing them.

You have the ability to filter by color on inventory reports  for serial inventory only.

Conditions

"Conditions" are one of the many attributes you can use to define your products/grades. Conditions are added to inventory items upon receiving and/or producing them.

You have the ability to filter by condition on inventory reports  for serial inventory only.

Common Examples: CLEAN, CONTAMINATED, DIRTY, CRUSHED, DAMAGED

Converting Equipment

"Converting Equipment" is used to define the types of equipment (and associated costs) you have for the processing of material. Converting equipment can be used on converting jobs and enables you to 1) track your machines productivity and 2) automatically pull in expenses (on the converting job) that are associated with the machine (or process), such as a service fee.

Common Examples: BALER, BALE BREAKER, GRINDER, SHREDDER, GRANULATOR, EXTRUDER

For more information on using converting equipment, please see our helpfile here.

Contact Roles

"Contact Roles" are used to categorize contacts.

You have the ability to assign a contact role as the Collections role at the top of the page. Contacts in this role will be the primary email addresses for receiving automated billing reports from the Statement of Account Report(s).

You also have the ability to filter by role on the contact manager.

Common Examples: LOGISTICS, COLLECTIONS, ACCOUNTING, FREIGHT

Countries

This is where the repository of available countries are housed, and new ones added.

Drivers

"Drivers" are used to record the dispatch (or truck) driver on dispatch and receiving tickets. Usually, these drivers are members of your own company. cieDispatch and their credentials are managed here as well.

You have the ability to assign drivers to a permission role of either Full Access, My Assigned Jobs, or My Assigned Jobs + Send Confirm. 

For more information on cieDispatch, please see our helpfile here.

Equipment Types

"Equipment Types" are used to define the way products are moved or shipped.

You have the ability to assign Tare Weights in LBS and ISO/INTTRA Codes to the equipment. 

Common Examples: FLATBED, ROLL OFF, TRAILER, VAN, 20 HC, 40 HC

Inventory Classes

"Inventory Classes" are one of the many attributes you can use to define your products/grades. Classes are added to inventory items upon receiving and/or producing them.

You have the ability to filter by class on inventory reports  for serial inventory only.

Common Examples: FEEDSTOCK, FINISHED, QC-TESTING

LC Banks

"LC Banks" are where banks can be added to the system to allow you to reference them on a Letter of Credit.

Meltflow Indexes

"Meltflow Indexes" are one of the many attributes you can use to define your products/grades. Meltflows are added to inventory items upon receiving and/or producing them.

You have the ability to filter by meltflow on inventory reports  for serial inventory only.

Common Examples: <20, 20-30, 30-40

Opportunities

"Opportunities" are used to further define notes within the CRM module.

You have the ability to filter by opportunity within the CRM module.

Note: To use the CRM feature, you must go to Settings > Preferences > Show CRM Module.

Common Examples: COLD LEAD, HOT LEAD, DUPE, SIGNED

Package Types

"Packaging Types" are one of the many attributes you can use to define your products/grades and represents how the material is packaged. Packaging types are added to inventory items upon receiving and/or producing them.

You have the ability to assign Property Sets, Tare Wt. LBS,  INTTRA Codes, and Default # of Units to each type. 

Note: Default # of Units are available to be used on Inventory Receiving, Warehouse Unloading, and Warehouse Shipping.

You also have the ability to filter by packaging type on inventory reports for serial inventory only.

Common Examples: BAG, BALE, BIN, GAYLORD, PALLET, ROLLS, SHEETS, SKIDS, LOOSE

For more information on packaging types, please see our helpfile here.

Plastic Forms

"Plastic Forms" are one of the many attributes you can use to define your products/grades. Forms are added to inventory items upon receiving and/or producing them.

You have the ability to filter by form on inventory reports  for serial inventory only.

Common Examples: BAR, BOTTLE, FILM, PURGE, POWDER, SHEETS

Plastic Grades

"Plastic Grades" are one of the many attributes you can use to define your products/grades. Grades are added to inventory items upon receiving and/or producing them.

You have the ability to filter by form on inventory reports  for serial inventory only.

Common Examples: DRYBLEND, CONTAMINATED, PAINTED, POST CONSUMER

Ports

This is where the repository of available ports are housed, and new ones added.

Product Categories

"Product Categories" are used to classify your products/grades and are solely for reporting purposes. Categories have a parent-child relationship with Product Groups where they are the overarching category, and the groups fall within it. Categories are assigned at the product level.

You have the ability to filter by category on inventory reports.  For more information, visit our help file here.

Common Examples: PAPER, PLASTIC, METAL, FERROUS, NONFERROUS

Product Groups

"Product Groups" are used to classify your products/grades and are solely for reporting purposes. Groups have a parent-child relationship with Product Categories where they are the child. Groups are assigned at the product level.

You have the ability to filter by group on inventory reports.  For more information, visit our help file here.

Examples: 

• "Kraft" would be a Group within the "Paper" Category.
• "Aluminum" would be a Group within the "Non-Ferrous" Category
• "Mixed Recyclables" would be a Group within the "Feedstock" Category.

Regions

This is where the repository of available regions (or states) are housed, and new ones added.

Reporting Groups

"Reporting Groups" are used to define groups that you'd like to run reports by on the Counterparty level.  

Common Examples: SHIPPING LINE, PLANT

Risk Covers

Service Type

"Service Types" are used to define (or categorize) the type of service that's being provided, and are primarily used for reporting purposes. This attribute is intended for waste brokers, and can be used on Service Records and Dispatch Tickets.

You have the ability to check off if the service type Is Billable. 

You also have the ability to filter by service type on the dispatch inquiry.

Common Examples: PICKUP, DROPOFF, SWITCH, SHIPMENT

Sheet Size

"Sheet Sizes" are one of the many attributes you can use to define your products/grades. Sheet sizes are added to inventory items upon receiving and/or producing them.

Note: When the Property Set in Package Type is set to 'Sheet', the Sheet Size drop down will populate on the Worksheet when the Sheet Packaging Type is selected.

You have the ability to filter by sheet size on inventory reports  for serial inventory only.

Common Examples: 12x14, 24 x 36

Shipping Terms

"Shipping Terms" are used to define how commodities will be transported, and can be used on orders and worksheets.

Common Examples: CFR, CIF, FAS, FCA, FOB

Shipping Types

"Shipping Types" are used to specify the shipping method, and can be used on Purchase and Sales Orders.

Common Examples: TRUCK, ROLLOFF, RAIL, VESSEL

Task Categories

"Task Categories" are used to define (or categorize) tasks in the CRM module, which are essentially action items within the system.

Note: To use the CRM, you must go to Settings > Preferences > Show CRM Module.

Common Examples: CALL, EMAIL, REVIEW

For more information on tasks, please see our helpfile here.

Trade Types

"Trade Types" are used to define (or categorize) the type of transaction, and are primarily for reporting purposes. Trade types can be used on Receiving, Shipping, and Brokerage Worksheets.

You have the ability to filter by trade type throughout the system.

Common Examples: PAPER, PLASTIC, METAL, INBOUND, OUTBOUND, IMPORT, EXPORT, DOMESTIC, TOLLING

Trucks

Trucks are used to define 

Warehouse Avg-Weights

Warehouse commodity weights are used to define default item or tare weights for instances of scrap grades in a package such as a bale, gaylord box, sack, pallet, etc. These are used to help tabulate weights for stock counts such as with the ClickBale mobile app.

You have the ability to enter the Warehouse, the Product/Grade, the Packaging Type, and the Per Unit Weight. 

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