Adding Updates to Trades

Once you’ve built a Trade, you can add information in a few different ways. Depending on the trade status, you may be able to edit existing milestones, add new milestones, or add updates. In a draft state, you can edit all of the above. Once a trade is published, adding and editing milestones may be restricted. Once a trade is supervised, the best way to add new information or changes is by adding an update. We'll cover all of these options below.

How to edit a Milestone

There are two ways to edit a milestone. One way is to locate the trade in the "Trades" section and select the three dots under the "Action" column. Select "Edit Trade".

Another way is to locate the Trade ID of the desired trade in the "Trades" tab and select it. This will bring you to the "Trade Activity" for that specific trade. Then click the "Edit Trade" button in the top right corner.

In the "Purchase Order" tab, you can edit the PO issue date, the target delivery date, the purchase order value, and the currency of the trade.

From the "Build Your Order" tab, you can edit existing milestones by selecting "Edit" under each milestone.

When you edit a milestone, you cannot change the milestone type. However, you can add files, change the start and end date, and certain other milestone details. After making your changes, scroll to the bottom and select "Update".

Additionally, while the trade is in "Draft Status", you can delete and add new milestones.

How to Update a Milestone

Adding an update to a milestone is different from editing a milestone. You can edit a milestone if the details have changed or are incorrect. Adding an update is a way to add new information to a trade not captured in the existing milestones. You can add notes, and additional documents and/or mark a milestone as complete inside of an update. Refer to the steps below on how to add an update to a milestone.

To update a milestone and attach files, go to the "Trade Activity" section of the Trade and select the milestone.

From there, select "Milestone Updates".

In the activity title and activity details, you can add any information you would like. If you're adding files, usually a description of the file and its relevance to the trade is added here. You can add multiple files to the milestone by using the "Attach Files" button at the bottom of the pop-up.

Once you've finished updating the Milestone, select "Save" to save your changes.

How to a Milestone to a Trade

If you would like to learn more about adding milestones to a trade, please refer to this article.

How to Update the Status of a Trade

You can edit and choose to either publish or archive your draft trade using the "Update Status" function. To learn more about the differences between "Draft", "Supervised" or "Archive" status, please refer to this article.

To change the status of a trade, select "Update Status" when you are in the Trade Activity section of a trade.

Viewing Attached Files

If you'd like to view files you've uploaded to trade, you can do it under the "Files" tab for your selected trade.

You can either view or download each attached file individually, which can be done by selecting the blue icon with a downward arrow under the "action" tab, or you can download all files at once by selecting the "Download All" button.