1

Add issuances to your credit inventory

You will need to add credits to each project’s inventory, in order to fulfill customer orders from this inventory.
  • Within the Issuances section of a project’s Credit Inventory, create an Issuance or a Forecast
  • Create Issuance adds a spot issuance to the project’s inventory
  • Forecast Issuance adds a single, or repeating, forecasts of credit issuances for future production periods
  • Read more about issuances here
2

Add a customer

In the Customers section - add a new customer and their preferred currency.
  • Orders recorded for this customer will have the currency set as the default
  • Save contacts, and important information about the customer’s registry accounts
3

Record the customer's order with its expected delivery schedule

  • In the Orders section, use New Order to create an Order for the customer
  • Add deliveries to the order to divide the order across a schedule of deliveries
  • The Order Status of the order determines whether the credits committed are considered reserved/sold and therefore not available for other orders