How do I do a Drop Shipment or Brokerage Transaction?

This document outlines the typical workflow for traders or brokers who are arranging drop shipments, or back to back brokerage.

1) To begin, create a  Purchase Order.

2) Next, create a  Sales Order.

3) To create a Brokerage worksheet, you can either use the Quick Create (+) button on the Brokerage tab or click  +New Worksheet in the Worksheet lookup. Or use the 'Create Brokerage' shortcut on the Sales Order: More Actions > Create Brokerage

4) Create the Worksheet. You can use the Sales Order and/or Purchase Order look up to populate many of the fields and reduce manual entry. Once you have completed the Worksheet with all of the final details and are ready to recognize the financials for this load, change the status to 'Invoice'. This will lock down parts of the worksheet, ensuring that you can not change crucial information. 

5) To print or email documents, go to the Documents tab on the worksheet. 

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