An UNBEATABLE Team Your Trade Exchange And. Welcome to Your local Exchange has made the step into...
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Transcript of An UNBEATABLE Team Your Trade Exchange And. Welcome to Your local Exchange has made the step into...
An UNBEATABLE TeamAn UNBEATABLE Team
Your Trade Exchange And
Welcome to Welcome to
Your local Exchange has made the step into the future by bringing your account and fellow traders to your Internet Browser.
You now have access to your Trade Exchange 24 hours a day.
User = your 12 digit Trade Account number Password = a 4 digit PIN number
Once you logon - Welcome Once you logon - Welcome CenterCenter
Account Info Trade Account
• Current Balance• Credit Limit
Alert Messages• Enhancement announcements• Event announcements
Navigating Your WayNavigating Your Way
Keeping Your Account Keeping Your Account CurrentCurrent
Your account center allows you to view and edit your account.
view activity check online messages edit your account view filed needs add additional email
accounts.
Recent ActivityRecent Activity
Your Business InfoYour Business Info
You can edit address phone email website company logo
/ picture
Your FOR SALE ItemsYour FOR SALE Items
Create / Edit My Store Items A comprehensive system to manage all the
items you wish to offer for sale Your STORE ITEMS can be very detailed:
individual inventory item quantity price detailed description picture (upload up to 100K sized pcx, bmp, or
jpg file) or hyperlink a picture somewhere on the web
Your Store ItemsYour Store Items
Dynamic KEYWORD searchDynamic KEYWORD search
Use descriptive wording you would use to tell about what you are offering to sell.
One PICTURE is worth One PICTURE is worth 1000 words 1000 words
Upload or
Hyperlink
What catches YOUR eye?What catches YOUR eye?
This FOR SALE listing
Or THIS?Or THIS?
Power of picture and price
Can’t Find What You’re Can’t Find What You’re Looking For?Looking For?
Now the system tracks your needs, just by clicking on FILE A NEED
Managing Your NEEDSManaging Your NEEDS
Once you’ve filed a need
Just click on– MY ACCOUNT CENTER
And select – VIEW MY NEEDS
Tracking your NEEDSTracking your NEEDS
System allows you and your Trade Staff to keep tabs on those items you want to buy
Add ADDITIONAL Add ADDITIONAL Email AddressesEmail Addresses
System automatically sends out:– DAILY UPDATES - hot / new / needs– Authorizations– Exchange news– Monthly STATEMENTS - PDF
document
Email Preferences:Email Preferences: You can custom select what
types of broadcast emails you wish the account to receive.– Send STATEMENTS to your
CPA– Share offerings with your
church members– Track purchase
authorization at home and work so there are no surprises
To Manage Additional To Manage Additional EmailsEmails
Click on:– MY ACCOUNT CENTER
Click on:– MY BROADCAST
SUBSCRIPTIONS
Authorizations:Authorizations:
Your new system gives you TOTAL flexibilityYou can authorize sales via:
– Telephone– Online– Email
Telephone - IVR InterfaceTelephone - IVR Interface
Just by calling your local AUTHORIZATION telephone number (ask your Exchange):– You can authorize
transactions 7/24.– If our system recognizes your
phone number, all you have to do is enter the buyer’s 12 digit number and the amount. (If not, start by entering YOUR 12 digit seller number).
– Approval or Decline. Approval is instantly available
online.
Email AuthorizationsEmail Authorizations
Send email to [email protected] email MUST be in TEXT format (not HTML) Subject body:
– seller 12 digit number– buyer 12 digit number– amount– description
Online AuthorizationsOnline Authorizations
Click on the Authorization button Enter the account number of the buyer Enter the description of what is sold If you have items marked INVENTORY
CONTROLLED, select the inventory and the system will automatically populate the quantity, the description, the price - and if you sell more than one, it will automatically calculate the price for you.
Click on the AUTHORIZE BUTTON, and you will either receive your approval number or decline.
Authorization ScreenAuthorization Screen
Let’s Go SEARCHING:Let’s Go SEARCHING: Searching can be done via: HOT
– Limited time or – quantity items
NEW– items listed within last
two weeks GENERAL MEMBERSHIP DIRECTORY
– white pages for members
General Searching: General Searching: KEYWORDKEYWORD
Search local, group, global, or specific locations
Super Flexibility In Super Flexibility In SearchingSearching
Search by a phrase
All words or keyword
Department group categories for easier review.
ReportsReports
Plenty of reporting flexibility Statements Transaction history Full reporting sort ranges on:
– dates– sales– purchases– payments– paid or unpaid transactions
Report SelectionsReport Selections
Welcome To The FamilyWelcome To The Family
Ability to trade with over 10,000 businesses Continual enhancement by a technology team with
over a half a century of computer and Exchange industry experience.
All you need is Internet Explorer 6.0 on Windows 98 or higher (prefer Windows 2000 or XP).
Adobe Acrobat Reader 6.0 to read your statements and report (PDF is the industry standard).
Most find the site fun and easy to navigate, but if you need help, talk with your local Trade Director.