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      Quick Start Guide for Trade Business

      This article takes a user from the start of establishing a Trade Business account through to viewing RFQs, quoting, and confirming POs.

       

      Visit this link to browse our video library of REQ creation in ShipLink and REQ, RFQ and PO creation in Trade for Buyers.

       

      Here is a summary of the topics covered in this article:

      This video "Registering an Admin" will walk you through onboarding: registering your admin, verifying the admin's email and adding additional users. Details are spelled out below.

       

      Signing Up for an account (getting a TradeNet ID/TNID)

      If you already have an account/TNID, skip to next step. If you do not, please enter the essential supplier account information in the sign-up form, including a trading email which will receive account registration email and trading notifications. Shortly afterwards, the trading email address will receive an email with your unique TradeNet ID including a link to register your Admin. Share your TradeNet ID (aka TNID) with your customers trading in ShipServ.com.

      Setting default Browser

      For optimum results, Google Chrome, Edge, Firefox, or Safari are the preferred default browsers to be used with ShipServ.com. For guidance, see help article on setting your default Browser.

      Onboarding – registering an admin

      The next crucial setup step is registering your admin. The person responsible for your ShipServ account MUST register an Admin. Additional admins and users can also be added. To accomplish this, find the registration email sent to the trading email. Register via the link in the email. Please see the help article/video for registering an admin.

       

      Don't forget to click the "Verify your email" button in the subsequent email to complete the registration.

       

      Congratulations, you are officially registered as an Admin. Once you reach this point, you have your TradeNet ID (which you should share with your buyer customers), your Admin registered, and login-access to shipserv.com.

      Accessing help via the ShipServ Intercom

      You can access a wealth of knowledge by tapping on the the Intercom logo (blue circle with a white square with a friendly smile in the lower right corner).

      In the intercom you can search our help articles, send a message to our support team to initiate a chat session with them, find tutorial videos and provide feedback about our platform. For more details, please review the help article regarding accessing help via the ShipServ Intercom.

       

      Set Trading options:

      As the Admin, you can manage trading settings such as: Default Currency, inquiry message email, allowing users to invite new users to join your team, transaction notifications / choose which alerts to receive and cc emails as well. Please review our handy help article for details: Managing your transaction settings.

       

      Trading (Viewing transactions, quoting RFQs and confirming POs) in Trade Business:

      View our help article to explore trading in Trade Business

       

      Editing your Company profile on ShipServ Search:

      If you have a Basic profile, view our help article to Manage your company's basic profile on "ShipServ Search"

      If you have a Premium Profile, view our help article to Manage and Update your company's premium profile on "ShipServ Search"