InfoTrader

What is Denied Parties hold on my Sales Order?

Consolidated Screening or Denied Parties Hold

How to Automatically Receive All Parts in a LOT and How to Receive Parts Individually in a LOT

How to Receive Parts on a Lot PO

What is a reserve list? Can I reserve an inventory for someone else on my team? How do I add parts to my shopping cart?

How do I reserve inventory for sale?

Is there a way to add more instructions to the exchange agreement PDF?

How do I add special instructions to the Exchange Agreement?

Guide to Using +Create Pre-Sale for Brokered Deals— and How to Assign Inventory to a Pre-Sale Later

Creating Sales Orders Without Inventory in InfoTrader (Create a +Pre-Sale)

Collection of Sales and Purchasing articles 

Sales  and Purchasing Department

Managing incoming Request for Quotes (RFQs) from ILS, AeroX, and your Email Outlook!

RFQ Management Tool

How to claim RFQs with Assign to Me and avoid duplicate quotes using the RFQ Management Tool.

📌 Claiming RFQs with "Assign to Me"

RFQs for an out-of-stock Alternate PN now auto-route to an in-stock Main PN, with a yellow alert flagging the switch on the Create Quote form.

RFQ auto-routing for Alternate Part Numbers with in-stock Main PNs

RFQ Management

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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