Trader Profiles can be created for each trader to better manage inventory and orders relating to specific asset classes.
To add or edit a Trader Profile:
Click the Admin tab.
Use the Setup pull down menu to select Trader.
To Add Click Add, or use a copy of an existing profile by clicking the Copy icon for that profile. To Edit click the Edit icon for that profile.
Enter or modify the profile information for the trader. (The Profile Code and the Description fields are mandatory)
Click Update.
To locate a specific profile:
Click the Admin tab.
Use the Setup pull down menu to select Trader.
Enter either the Trader Profile and/or the Trader Description.
Click Search.
Note: You can click on Search without entering any information
to get a complete list of Trader profiles to choose from.
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