Operations & Workflows
Review standard functions and find helpful workflow solutions.
- Creating a New Booking
- Converting Job
- Receiving Inventory
- Creating a New Brokerage Worksheet
- How to Create a Purchase Order
- How to Create a Sales Order
- AP Ledger / How to Post Payables
- Inventory Shipments
- Attachments
- How to Create a Purchase Adjustment
- Month-End Close
- How to Create a Sales Adjustment
- What is the Difference Between Spot and Contract Orders?
- Inventory Management and Reporting
- Overview of Warehouse Module
- Entering Price Index Names into cieTrade
- Warehouse Management Tool set up
- Warehouse Module: Packing Slip
- Updating Index Prices
- Warehouse Module: Unloading Slip