Using the Send Menu

If you have the permissions to upload and send documents, a Send menu will be displayed on the Document Exchange page. If this menu is not available on your home page, contact your manager.

Note: Many companies may also have a setup that uses an automated method of uploading files to Tradex (for example, FTP).

The Send menu allows you to perform the following tasks:

·         Create online invoices

·         Add attachments to online invoices

·         Send documents

·         View the send documents

·         Download an archive

·         Create online credit notes

·         Create online POs

·         View saved POs

·         Invite trading partners

·         View partner invitations sent