2. Trades Tab
Input Physical Trades Data
The New Physical Trade function allows users from different departments/teams to access the designated pages to input their data, ensuring a consistent operational workflow and clear delegation of responsibilities for different teams.
Please note that all data input in New Physical Trade will appear in the old Physical Trade page, and vice versa. Trades created in the New Physical Trade page will have their Actions column button disabled, which disallows editing of the trades in the old Physical Trade page.
Alternatively, you may choose to use the old methods to input your data: 1. Manually input physical trades, please access: Input Physical Trades Manually 2. Bulk upload physical trades, please access: Physical Trades 101 - Bulk Upload |
2. Input Basic Physical Trades Data in New Physical Trade (Trade Tab)
i. Please click on Trade, followed by New Physical Trade from the navigation sidebar on the left to enter the physical trade page,