Can I create multiple Brokerage Worksheets at once?

In some instances you may prefer to quickly enter a range of loads into the system, possibly after receiving a block of Release Numbers from a mill. The Create Releases feature allows you to enter common attributes that will populate each Worksheet created.

To generate multiple Worksheets using the Create Releases feature:

  1. Click the Brokerage tab to view the Worksheet Inquiry. At the top, click Create Releases. A new window will open. 
  2. Begin entering information as you would on an individual Worksheet. Enter your Sold To and Purchase From details, using the Lookup buttons to link to the appropriate Sales and Purchase Orders.

  3. The Product and Packaging will populate automatically based on your Sales and Purchase Order selection.

  4. If you are aware of any expenses, such as freight, at this time, enter the details in the Expense section.

  5. The Assign To fields allow you to specify the Buy Rep, Sales Rep, and User who will be responsible for these Worksheets. The Buy and Sales Rep will populate automatically from the Counterparties selected, if defaults exist. The User can be used to assign these loads to a user in cieTrade.net other than yourself.

  6. Use the Range section to enter the sequence of release numbers that you have received from your Customer or toggle the Apply To drop-down to Pickup No. to enter a sequence of pickup numbers for your Supplier. 

  7. If you would like, you can specify a Schedule for these loads to ship. To do so, set the Ship Date for the first load and then enter an Interval in number of days. For example, if I choose to ship one load per day beginning on 11/16/2015, I would enter a First Ship Date of 11/16/2015 and an Interval of 1 Days.
  8. When you have completed entering information, click Start and the Create Releases tool will run. A notification will appear at the top of your screen alerting you that your Worksheets have been created. Use the Work (In Progress) folder in the Inbox to locate and manage these Worksheets.

To watch a short video demonstrating the process of creating multiple worksheets, please click here.



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

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