Trades
Understand how to add new trades, create preferred phrasing and variations.
By Austin1 author10 articles
- Active and Inactive TradesHow active status affects trade visibility, selection, imports, and historical records
- Adding, Importing, and Exporting TradesHow to add trades from master categories, import trades from a file, and export trade data
- Competency Requirements on TradesHow to set up, review, bulk amend, and use competency and certification requirements for trades
- Trades OverviewWhat trades are, how they are used across Requidex, and who can manage them
- Rates on TradesHow the trade Rates tab shows and updates time rates, project rates, and piece rates
- Reviewing and Updating Trade DetailsHow the trade detail page works, including overview fields, rates, tags, active status, and logs
- Reviewing the Trades ListHow to search, filter, open, and understand the Trades page
- Trade Categories, Display Names, and TagsHow trade names, master categories, supplier-facing tooltips, preferred phrasing, and trade tags work
- Trade Permissions and AccessWhich roles can view, create, update, import, and export trades
- Troubleshooting TradesCommon trade visibility, creation, import, export, rate, and permission issues