Setting Up Standard Trade Collections for Your Organization

This guide explains how to create and manage standardized trade collections for your organization, helping you keep bid packages organized and consistent.

Prerequisites

• Admins and Managers can create or manage trades.

Steps:

1. In the Bid Packages workspace, click the Settings icon (⚙️) at the top-right.
2. Select Trades from the menu.
3. Click the Blue Actions button.
4. Select Add New.
5. Enter the code.
   An example format will appear inside the field.
6. Enter the trade name.
7. Select or search for Bid package templates you want to associate with this trade (optional).
   • If you choose to add templates, click Search and select templates, choose the templates you want by checking the boxes, and click Add to associate them to the trade.
8. Enter notes if needed.
9. Click Add to save.

The new trade will now appear in the list.

Editing a Trade

Select the trade checkbox, open the Actions button, choose Edit, make changes, and click Save.

Deleting a Trade

Select the trade checkbox, open the Actions button, choose Delete, and confirm Yes. Once deleted, the trade will no longer be available for use.

💡 Tip:

• Use clear and consistent trade codes so they are easy to identify later.
• Associate templates when trade-specific templates are available.
• Include notes for special requirements or internal reminders to help your team manage the trade more easily.

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