Trading
The Trading sub-module within Operations manages commercial trading activities associated with project jobs. It supports the creation and tracking of sales orders, material sales, and other revenue-generating transactions that occur during project execution.
Trading records are linked to specific jobs and customers, enabling accurate revenue tracking and cost analysis at the project level.
Key Fields
| Field | Description |
|---|---|
| Trading Code | Auto-generated unique reference number for the trading transaction |
| Job | The job associated with this trading activity |
| Customer | The customer or party involved in the transaction |
| Transaction Type | Type of trading activity (e.g., Material Sale, Service Sale) |
| Amount | Total transaction value in the applicable currency |
| Date | Date of the trading transaction |
| Status | Current status (e.g., Draft, Submitted, Approved, Invoiced) |
Creating Trading Records
Click Add Trading to create a new trading record. Select the associated job, specify the customer and transaction type, and enter the line items with quantities and rates. The record follows the standard document approval workflow before it can be invoiced.
Filters
The trading listing can be filtered by job, customer, transaction type, date range, and status to quickly locate specific records.