Establishing Settings

One of the benefits of using cieTrade is the ability to customize and tailor the system to compliment your business and fit your needs. You have a remarkable amount of control over how your account is setup, the tools and features you use, and the reporting capacity that comes from your practices.

This article outlines and details all of the system settings that are available at this time.

How to Find Your Settings

You can find your settings by clicking the gear icon in the top right hand corner of page.

All of the Available Settings

The settings page is divided into subsections. For more information on these subsections and the specific information they contain, please click on the name of the section.

NAME	DESCRIPTION
Organization Profile	Main company information.
Preferences	General system settings.
Users & Roles	Ability to manage user accounts & permission roles.
Sales Reps	Ability to manage internal commission agents.
Common Information	Ability to define and manage general system data and terminology.
Departments	Manage additional branches or profit centers of your company.
Accounting	General accounting settings, including your general ledger accounts.
Payment Terms	List of payment terms.
Integration	Manage accounting integration.
Scheduled Reports	Ability to send emails containing some of the standard reports within the system to a list of recipients automatically.
Email Templates	Ability to create and manage email templates.
Currencies	List of currencies and their exchange rate.
Sales Tax	Ability to define and manage tax codes and rates.
Warehouses	Ability to define warehouses and locations that inventory is stored in at your facility.
Documents	Ability to manage and make edits to your documents and certifications.
Inventory	Manage inventory settings.
Scales	Ability to define and manage onsite scales and weighbridges.

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