How to's of trading - Quote, confirm,
Please view our video for the "How To's" of trading in Trade Business:
This index lists the time stamps of below actions when trading via Trade Business:
-
Navigating the Transaction List View - Beginning
-
Viewing a Transaction Document - Time stamp: 07:22
-
Download the PDF, Decline the RFQ, Acknowledge the RFQ -Time stamp: 12:22
-
Quoting an RFQ - Time Stamp: 12:45
-
Pricing Bar - Time Stamp: 17:18
-
Importing/Exporting line items – Time Stamp: 18:57
-
-
Viewing the Quote - Time Stamp: 23:01
-
Requoting - Time Stamp: 24:34
-
Viewing Transaction List of POs - Time Stamp: 24:54
-
Viewing the PO - Time Stamp: 25:06
-
Download the PO PDF, Decline the PO, or Confirm a PO - Time Stamp: 25:55
-
Viewing the POC - Time Stamp: 26:48
-
Intro to Intercom for assistance: 26:57
-
Intro to shipserv.com/roadmap: 28:15
All Documents are accessible in your shipserv Trade transaction list.
The blue "unread" dot to the left of the Buyer name will be shown when you (or any other user in your account) have not opened the transaction or marked the transaction "read" and will not be shown once it is opened/marked "read". It can be selected and marked "unread" manually individually by checking the box next to the buyer (or en-mass by clicking the box at the top of the list).
Clicking on a transaction (or right-clicking to open in a new tab) allows you to review the header details and line item details and then quote, decline or acknowledge the transaction.
You can manage trading settings such as default currency and Terms & Conditions under Settings.
See How To Trade video above for more details.