A trading relationship is what defines the trading partners when buying or selling within each other.
A trading relationship defines the trading partners in a buying and/or selling business relationship. Both companies must already exist in MarginPoint 8 before a trading relationship can be created. After you have defined a trading relationship, that includes a supplier, the supplier company can be selected from the supplier drop-down when creating or editing a Supplier item record.
2.4.1 Create a new trading relationship
1. At the far left of the home screen, click the Company tab to display the company tree.
2. In Company Tree, click the company that will be part of the new trading relationship.
3. In the menu bar, click the Administration drop-down.
4. Click the Company option in the drop-down. The Administration> Company ribbon bar will open.
5. In the ribbon bar, click Manage drop-down in the Trading Partners box.
6. Click the New Trading Relationship option in the drop-down.
7. Use the Select Company drop-down to select the company with which the trading relationship will be defined.
8. Use the Company Role drop-down to identify the selected company as a buyer or a supplier.
Note: The buyer role indicates the selected company will be buying items from what company.
9. In the company tree shown in the Select Trading Partners box, click the checkboxes next to each company that will be a trading partner in this relationship.
10. If all selected companies will engage in buying and supplying, check “Automatically create reciprocal trading relationship” checkbox.
11. Click Save to create the new trading relationship.
