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 [...]
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 Commercial Invoice is, therefore, the foundation for all [...]
In this blog, you’ll learn how to use EdgeCTP to send your consignment with DHL. Setting Up DHL within EdgeCTP If you have not already done so, enter your DHL account details into EdgeCTP Settings. Remember, you only need to [...]
Sign-Up and use WU-EDGE from EdgeCTP Within EdgeCTP, if you've signed up to the EdgeDOCS 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 [...]
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 [...]
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 [...]
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 [...]
EdgeCTP is where a business performs all their day-to-day trading activities, such as client contacting, product making, buying, selling, deliveries, documents + certificates generation, etc. Xero is where business records (accounts for) all their financial transactions and positions + balances, [...]
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 + [...]
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. [...]