Sales & Marketing

In the Sales & Marketing business workflow, the Sales & Marketing participant is the first business entity.

1. As a Sales & Marketing participant, log in to the DL MineTrace platform.

Login screen

2. Select the Business Workflows page and further select the Customer tile to proceed further.

Business Worlkflows page

Creating an Instance

1. Click on the Create button at the top right corner, to create a new instance.

Create button

2. Upon clicking the Create button, a Create sidebar with data fields slides in from the right side of the screen.

3. Under the Invoice section on the Create sidebar:

• Enter the Product, Origin, and other details in the respective fields.

Data fields

4. Under the Weight & Assay section:

• Enter the total Weight & SKU details in respective fields.

Weight and Assay section

5. Under the Domestic Shipping Notice section:

• Enter the Shipping Notice details in the respective fields.

Domestic Shipping Notice section

6. Under the Ship To Section:

• Enter the Ship To company details in the respective fields.

Ship to section

7. Under the Sold To section:

• Enter the Sold To company details in the respective fields.

Sold to section

8. Under the Terms section:

• Enter the Terms details in the respective fields.

Terms section

9. Under the Product Information section:

• Enter the Product name and description in the respective fields.

Product Information section

10. Under the Sales & Admin section:

• Enter the Sales Admin details in the respective fields.

Sales Admin section

11. Under the Bill of Lading section:

• Upload the Bill of Lading file.

Bill of Lading section

12. Under the Bank Details section:

• Enter the payment, account number, and other details in the respective fields.

Bank Details section

13 . Under the Company Details section:

• Enter the Company name and address in the respective fields.

Company Details section

14. Click on the Save button to save the data.

Save button

15. Select a shipment and click on the View Details icon.

View details icon

16. View Weight and Moist Certificate, Invoice, Weight & Assay, Domestic Shipping Notice, Terms, Company Details, Ship To, Sold, To, Sales Admin, Bill of Lading, Product Information, Bank Details on the details page.

View Certificates

17. Click on the Update button in the top right corner to update details of the instance.

Update button

18. Under the Update section:

• Update the Invoice information in the respective fields.

Update Invoice section

19. Under the Weight & Assay section:

• Enter the total weight, SKU, and other details in the respective fields.

Update Weight & Assay section

20. Under the Domestic Shipping Notice section:

• Enter the Shipping Notice details in the respective fields.

Update Domestic Shipping Notice section

21. Click on the Update button to update the instance details.
22. To send the instance to next entity along with updating it, click on the Update and Send button.

Update and Send button

23. Click on the Show Timeline button to view if the instance is sent ahead.

Show Timeline button

23. View the timeline of the shipment. The shipment is successfully sent to the next participant Processing Plant.

View Timeline