This blog provides a step-by-step guide on how to generate a Purchase Order (PO) or a range of POs, based on the Bill-of-Materials (BoM) needs/demand and current in-stock levels. Use this functionality, if you’re planning on making/manufacturing something to a particular quantity and want to know if you’ve enough stock-in-hand to support the build process
A Commercial Invoice (CI) is a primary document used during international trading activities. It is sometimes called an ‘Export Invoice’ and includes information about the contents of the package/consignment being sent. The CI is, therefore, the foundation for all other documents required in exporting goods overseas, which means the information contained on all other shipping
Sign-Up and use WU-EDGE from EdgeCTP Within EdgeCTP, if you’ve signed up to the EdgeCTP plan or above, then Western Union Business Solutions Live Spot FX Rates are already available to you. Just change the document currency in any of the financial documents and you’ll get an FX rate in the product lines. If you’ve
This post provides you with a step-by-step guide on an efficient method for getting a Formal Undertaking to your chosen Chamber of Commerce. With EdgeCTP (or the free basic package EdgeCERTS) you can get the system to automatically generate and send the Formal Undertaking to a Chamber of Commerce, with just one click! Use this
In this post, you’ll learn how to create a European Community (EC) Certificate of Origin. We’ll demonstrate by using the FREE online application EdgeCERTS, which is part of the EdgeCTP suite of tools. Onetime Setup: Get Started with the FREE online EdgeCERTS If you’ve NOT already up and running with EdgeCERTS or EdgeCTP, then FIRST
A Formal Undertaking is a document used by Chambers of Commerce during the issuing of international trading certificates (i.e. certificate of origin; movement certificate; international import certificates etc.) for Traders. The Formal Undertaking allows Chambers of Commerce to ascertain from Traders a formal commitment that the information provided by the Trader, on the certificate application
EdgeCTP is the hub for a business’s day-to-day trading activities, managing client interactions, product creation, buying, selling, deliveries, and generating documents and certificates. Meanwhile, Xero serves as the central platform for recording all financial transactions, positions, and balances, including bank account connections and payment receipts. Explore the seamless data flows between EdgeCTP and Xero for
Overview Quickly Get Started with EdgeCTP This post will show you how to quickly get started with EdgeCTP after you’ve logged in for the very first time. You’ll learn how to: Set Up Your Company Details Manage Signatures, Users + Passwords Change Settings + Connections, e.g. Chambers and Formal Undertakings Set Up Your Company Details
Once you have created an invoice in EdgeCTP and copied it to FreeAgent, you may want to cancel the invoice by issuing a Credit Note in EdgeCTP and copying that to FreeAgent too. Again this is relatively simple to do. Just make sure you’ve first connected EdgeCTP to FreeAgent and we’re good to go. In
