How to Create and Manage Trading Partner Types

Creating and managing trading partner types in CommerceJet helps organize your sales operations. This guide will walk you through the steps to customize your trading partner classifications.

Step 1: Access Trading Partner Types

From the CommerceJet Dashboard, navigate to the side menu and click on Settings. Then, select Trading Partner Types from the list of available options.

This will display the default list of trading partner types available in CommerceJet, which represent different classes used in sales orders. You can customize this list by adding, editing, or deleting entries.

Step 2: Add a New Trading Partner Type

To add a new trading partner type, click on the Add New button at the top of the page. This will open a form where you can define the details of the new trading partner type.

• Type in the Name of the trading partner type.
• Make sure the name clearly defines the type for easy reference in future sales orders.

Once you’ve entered the name, click Submit to add the new trading partner type to the list. This new classification will now be available for use in your sales process.

Step 3: Manage Existing Trading Partner Types

You can also manage existing trading partner types by editing or deleting them:

• Edit: To update a trading partner type's name or description, click the Edit button next to the type.
• Delete: Remove trading partner types that are no longer relevant to your sales operations by clicking the Delete button.

Customizing these classifications ensures that your sales process remains organized and efficient, with accurate trading partner details.

Success!

You’ve successfully learned how to create and manage trading partner types in CommerceJet. Customizing these types helps keep your sales operations organized and ensures smooth management of trading partners.

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