Updating General Information of a Trading Partner

Created by MJ Martin, Modified on Fri, 18 Oct at 12:25 PM by MJ Martin


Updating the general information for a trading partner in CommerceJet ensures smooth business operations. This guide will show you how to efficiently update partner details.


Step 1: Access the Trading Partner Section

From the CommerceJet Dashboard, go to the side menu and click on Trading Partner. Search for the trading partner whose information you want to update and click View.


Step 2: Update General Information

In the General Info section of the trading partner’s page, click on Update. You will be redirected to a page where you can update the following details:

  • Type: Specify the type of trading partner (e.g., vendor, customer).
  • Shipping Window Hours: Set the available time window for shipping orders.
  • Order Channel: Choose the channel through which you will receive orders from the trading partner.
  • Vendor Number: Enter the vendor number associated with the trading partner.
  • Sales Order Type: Select the type of sales orders you expect from this trading partner.
  • Status: Activate or deactivate the trading partner as needed.


Step 3: Save Your Changes

Once you have reviewed and updated all necessary details, click Update to save the changes. This ensures the trading partner's information remains accurate for smooth operations.


Success!

You’ve successfully updated the general information for your trading partner in CommerceJet. Keeping this data accurate ensures efficient order processing and overall business operations.


Need Help? For more tutorials or assistance, visit our Help Center at CommerceJet.

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