1.1 Accessing Trade 360 Degree

This topic provides the information to the user to access Trade 360 Degree. In the subsequent steps, let’s look at the steps to access Trade 360 Degree:

Specify User ID and Password, and login to Home screen.Description of loginscreen.png follows
Description of the illustration loginscreen.png
  1. On login, user must be able to view the dashboard screen with widgets as mapped to the user.
  2. On Home screen, click Trade Finance. Under Trade Finance, click Trade 360 Degreee.

    Figure 1-1 Trade 360 Degreee - Menu



    The Trade 360 Degree screen is displayed.
  3. On Trade 360 Degree screen, specify the fields.
    The Trade 360 Degree screen with pie chart is displayed.

    For more information on fields, refer to the field description table below.

    Table 1-1 Trade 360 Degree - Field Description

    Field Description
    Customer ID Click Search icon to search and select the Customer ID.
    Customer Name This field displays the Customer Name based on the selected Customer ID.
  4. On Trade 360 Degree screen, click the Filter icon.
    The Trade 360 Summary screen will display the details. The user can click each tab to view the details.