Sample Trading Forms
In order to use Eztrade Client and view
the Sample Trading Forms, You need to perform the following
steps after installing the EzTrade Client Software:
Due to security requirements and
authentication services that we provide for our trading partners, your
information will be voice verified before you are given a software
activation code. There are no charges for this service.
After you have been voice verified, and
receive your Subscriber ID, User Name and Password, you can activate
the software.
- Start EzTrade Client ( Start | Programs
| EzTrade Client | EzTrade)
- Select File | Setup From The Menu
- Click on Activate EzTrade
Software Tab
- Enter the Subscriber ID,
Username and Password that you were provided during the
voice verification process.
- Click on Activate EzTrade
Software Button
Your Software will automatically
activate and will obtain your Personal and Company details from
Systems Online's secure web. Once your software has been activated,
verify the Subscriber information by clicking on the Subscriber
Information tab. You should see your company's name and address
information displayed.
You are now ready to
add your first Trading Partner.
Systems Online
maintains a demo site for the purpose of allowing you to setup a
trading partner and test the functionality of the EzTrade Software.
- Select the Trading Partners
Tab.
- Right Click on the grid
and select New Trading Partner
- You will be prompted for a web
address or IP address of the trading partner you wish to add. Enter 65.85.83.50 or nilfisk.eztrade.sysonline.com in the
address field.
- Click on Send Request For
Trading
You will receive a message that
informing you that Your Request Has Been submitted but You Cannot Begin Trading.
We must approve you first. EzTrade is
a full featured trading application. Once you send your request, Each
trading partner has to acknowledge that they wish to trade with you.
This allows the Trading partner to only do business with the people
they choose. Our sample site has received your request for trading.
Once we activate your account you can actually send and receive forms
and transactions.
Repeat the adding Trading Partner process again starting with Step 1 in about 30 - 60 minutes
and you will notice the message Trading
Request Accepted (or if you are in a real hurry to try out
EzTrade, call our support line at 704 568-5343 and they will activate
your account immediately.) At this point you can begin trading with
our sample site.
Each Trading partner has a customized
form set. To receive the forms and to send and receive transactions
click on the send/receive button, just like you do with your e-mail.
(The send receive button is a globe with 3 spheres or balls around
it.)
After your first send/receive you are
ready to trade using the Custom Forms.
- Select File | Create
New and you will see your sample trading partner.
Under the Trading partner you will see all of the transactions that
they are willing to accept from you.
- Select one of the listed transaction
types to make a Ez-Transaction. The smart form will be displayed on
your screen.
After saving your new transaction,
Click send/receive to engage in trading and send the form to the
appropriate trading partner.
Do not worry, if you are using the IP
or Web addresses provided above none of these transactions will get
processed, they are only provided for the purpose of demonstrating the
functionality.
If you are using other actual addresses
of real trading partners then do use caution a these are real-time
e-commerce transactions.
We hope you enjoy EzTrade.
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