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IES Knowledge Base: Export / Trade 





What is Export / Trade on demand?


Daily Activity: Quote and Secure

The Distribution and private Diaries are useful tools for recording reminders


The Customer Dashboard is a primary entry point to perform workflow

Customer Dashboard
New, Prior and Cancelled Quotations
Current and Prior Sales Orders
The Quotation workflow  offers productive steps
Console, Order Items, Prior Items, Bidders, Headers 
Populate with Order Items
Introducing bidders
Print RFQ's
Feed Bids
Review (at any stage)
Award to
Mark up
Build Quotation
Confirm Sales Order
Generate Purchase Orders
Print Purchase Orders
Cancel Quotation
Workflow supports multi-currency

Old and New Quotations can be accessed from the Quotation direct door

Any Quotation Number
Re-print PO's, Quotation, Sales Order, review

Daily Activity: Procure

Goods are procured via Purchase Orders before we can ship to the Customer

PO processing

Daily Activity: Distribute

Managing Sales Order aspects, query Sales Orders, and perform Shipping steps

New Delivery Note
Open Delivery Note
Manage Order
Order Enquiry

Daily Activity: Collect

This section deals with Invoice processing and Credit Notes

Invoice Processing
Customer Credit Note


The standard reports for Export / Trade include the options needed to manage work flow successfully
Current Quotations
Overdue Deposits
Outstanding Deposits
Open Purchase Orders
Ready to Ship
Open Sales Orders
Open Delivery Notes
Ready to Invoice

Useful shortcuts to Master files

When working at Export Trade, functional options from other modules are close at hand
Update and Enquiry links at the main Export Trade menu
Direct links from Quotation work pages
On the fly: New Stock and Retail Item
On the fly: New Customer
On the fly: New Supplier


Setting up for use

Export Trade is integrated with Retail and many other modules in IES Business, and requires certain set up steps to be performed before we can use it seamlessly
Export / Trade: Control Settings
Inventory, especially Stock Templates
Debtors, especially New Account Templates
Creditors, especially New Account Templates
At the User level, some set up and access profiles are required as well
User Master (e-mail address)
Retail profile
Creditors profile
Debtors profile
Purchasing profile
Inventory profile
Access to Debtors, Creditors, Stock, Retail and Purchasing options
Access to Export Trade options