Setup
Configure cieTrade.net, invite new users, and get started doing business.
- Setting up Preferences
- Setting up QuickBooks Desktop Integration
- Setting up Sales Reps
- Getting Started Guide
- Batch Product Upload
- Adding Alternate Remit To Addresses
- Creating Counterparties
- Accounting Integration Setup
- Defining Products/Grades
- User Roles
- Accounting Options
- Creating & Using Email Templates
- Exporting Counterparties from existing accounting software
- Barcode and Label Printer suggestions
- Mapping Sales & Expense Accounts
- What Browsers are Supported?
- Setting up Document Numbers
- Unit Types
- Adding a New User
- Defining Your Organization