Manage Trades

Tasks

Steps

Add Trades

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Navigation Path

Data Library > Activities > Trades

Steps

1. Select the Add TradeTrades specify how activities are included in bid packages to send to trade partners (i.e. Appliances, Plumbing, Electrical).link.
2. Use the text field to enter the Trade Number and Name.
3. Select Save to save the trade and return to the Trade List screen.

Edit Trades

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Navigation Path

Data Library > Activities > Trades

Steps

1. Select the Edit link for the specified trade.
2. Use the text field to edit the Trade Number,  Trade Name and/or Trade Status.
3. Select Save to save the Trade and return to the Trade List screen.

Archive Trades

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Navigation Path

Data Library > Activities > Trades > Edit

Steps

1. Select the Edit link for the specified trade.
2. Select Archived in the Status field.
3. Select Save to save the trade and return to the Trade List screen.

Delete Trades

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Navigation Path

Data Library > Activities > Trades

Notes

Use to modify builder-created trades only; Default trades cannot be modified.

Steps

1. Select the Delete link for the specified trade.
2. If the trade is not associated to any other objects in the system, it will be deleted.