Submitting Trade Requests
Once a customer has provided you trade/barter for your products, e.g, gift cards or tickets, your users can request the use of the trade.
Before using this feature, make sure to check users have the following permission:
You will also want to make sure to enter an email address(es) in the following configuration setting:
Trade requests are submitted by users with access to trade administration and are sent to the email entered in the Trade Approval Email address.
To request trade, go to Billing > Trade Administration and use the search fields to find trade. Clicking on View Details for a Confirmed Trade Request will bring you to the Trade Account Details page. This page will display a list of trade transactions, as well as a list of requests.
To enter a new trade request, click Add Trade Request at the top right of the table.
In the pop-up, you will need to enter information such as purpose and amount. After you enter your details and hit submit a notification will go out to your company’s trade approval email.
The system will send the email with the request. Make sure whoever receives the email has permission to approve a trade request.
The approver will either approve or reject the request. The person who submitted the request will get notified by email once their request has been either rejected or approved.