Introduction

Tradex is an electronic document exchange service which transfers trading documents between supply chain partners. By using Tradex, you will eliminate the need to print and handle trading documents, such as invoices, purchase orders and delivery notes.

Requiring nothing more than an internet connection, Tradex Portal is a free way of sending and receiving electronic documents with any company in the Tradex community. Tradex Portal is a solution for companies exchanging low numbers of documents with a trading partner – which could equally be applicable to large or small businesses.

Help Topics

Click any of the following links to view the corresponding help topic file:

·         Logging in to Tradex Portal

·         Upgrading to Full Tradex Account

·         Creating and Sending Invoices

·         Creating Online Credit

·         Generating Invoices from POs

·         Accepting Trading Relationship Requests

·         Reviewing Documents Received

·         Reviewing Documents Sent

·         Sender's Toolkit

·         Reporting

·         Configuring Your Account

·         Modules

Additional Links

Click any of these links to know more about Tradex Portal:

·         How to enter an invoice

·         HMRC VAT Guidelines

·         Frequently Asked Questions


For information on the Tradex Beta features, see the Tradex Beta Online Help.

Upgrading Tradex Portal

An upgrade to the full Tradex Account is possible at any time. Contact us here to discover complete Tradex integration solutions, enabling Tradex team to call you back to explain more about the options available and the processes required to get a full connection.