community exchange system user guide

8/12/2019 Community Exchange System User Guide

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ser Guide

Table of Contents

About the Community Exchange System (CES)

What is the CES?

How Does the CES Work?

The CES Web Site

CES Concepts

Exchanges

Scope of Exchanges

Members vs Users

Accont T!pes

"!ers # Se$$ers Se$$er Enters Tra%es

Tra%ing Agreements

Cre%it # Debit &imits

Transaction &evies

Sb'Areas

&oca$ Area Co'or%inators

Membership (ees

Taxation

Sa$es) *rchases # Tra%es

"a$ance of Tra%e Conversion +ates

Termino$og!

+emote Tra%ing

Transaction &evies

Co'or%inators

Examp$e of a Tra%e

(re,ent$! Aske% -estions

How Do .///?

Operating Instructions &ogin *age

Home *age

Hori0onta$ Men

1ertica$ Men

&og 2t "tton

THE SECT.23S of this ser gi%e referring to the sage of the CES web site are compi$e%ot of the he$p pages of the site/ (or this reason the! rea% as if !o were $ooking at thescreen of !or compter rather than at a separate mana$/ The he$p pages are what

%isp$a! when the 4He$p5 btton is c$icke% to provi%e contexta$ information for a partic$arpage of the site/

Using the he$p pages keeps the User 6i%e p to %ate as the! are genera$$! p%ate%
http://www.ces.org.za/guide/fullguide.asp#whathttp://www.ces.org.za/guide/fullguide.asp#howhttp://www.ces.org.za/guide/fullguide.asp#sitehttp://www.ces.org.za/guide/fullguide.asp#conceptshttp://www.ces.org.za/guide/fullguide.asp#exchangeshttp://www.ces.org.za/guide/fullguide.asp#scopehttp://www.ces.org.za/guide/fullguide.asp#usershttp://www.ces.org.za/guide/fullguide.asp#accountshttp://www.ces.org.za/guide/fullguide.asp#tradershttp://www.ces.org.za/guide/fullguide.asp#whoentershttp://www.ces.org.za/guide/fullguide.asp#agreementshttp://www.ces.org.za/guide/fullguide.asp#limitshttp://www.ces.org.za/guide/fullguide.asp#levieshttp://www.ces.org.za/guide/fullguide.asp#subshttp://www.ces.org.za/guide/fullguide.asp#lachttp://www.ces.org.za/guide/fullguide.asp#feeshttp://www.ces.org.za/guide/fullguide.asp#taxhttp://www.ces.org.za/guide/fullguide.asp#tradeshttp://www.ces.org.za/guide/fullguide.asp#bothttp://www.ces.org.za/guide/fullguide.asp#rateshttp://www.ces.org.za/guide/fullguide.asp#terminologyhttp://www.ces.org.za/guide/fullguide.asp#remotehttp://www.ces.org.za/guide/fullguide.asp#levieshttp://www.ces.org.za/guide/fullguide.asp#coordhttp://www.ces.org.za/guide/fullguide.asp#examplehttp://www.ces.org.za/guide/fullguide.asp#faqhttp://www.ces.org.za/guide/fullguide.asp#howdoihttp://www.ces.org.za/guide/fullguide.asp#loginhttp://www.ces.org.za/guide/fullguide.asp#homehttp://www.ces.org.za/guide/fullguide.asp#horizontalhttp://www.ces.org.za/guide/fullguide.asp#verticalhttp://www.ces.org.za/guide/fullguide.asp#logouthttp://www.ces.org.za/guide/fullguide.asp#howhttp://www.ces.org.za/guide/fullguide.asp#sitehttp://www.ces.org.za/guide/fullguide.asp#conceptshttp://www.ces.org.za/guide/fullguide.asp#exchangeshttp://www.ces.org.za/guide/fullguide.asp#scopehttp://www.ces.org.za/guide/fullguide.asp#usershttp://www.ces.org.za/guide/fullguide.asp#accountshttp://www.ces.org.za/guide/fullguide.asp#tradershttp://www.ces.org.za/guide/fullguide.asp#whoentershttp://www.ces.org.za/guide/fullguide.asp#agreementshttp://www.ces.org.za/guide/fullguide.asp#limitshttp://www.ces.org.za/guide/fullguide.asp#levieshttp://www.ces.org.za/guide/fullguide.asp#subshttp://www.ces.org.za/guide/fullguide.asp#lachttp://www.ces.org.za/guide/fullguide.asp#feeshttp://www.ces.org.za/guide/fullguide.asp#taxhttp://www.ces.org.za/guide/fullguide.asp#tradeshttp://www.ces.org.za/guide/fullguide.asp#bothttp://www.ces.org.za/guide/fullguide.asp#rateshttp://www.ces.org.za/guide/fullguide.asp#terminologyhttp://www.ces.org.za/guide/fullguide.asp#remotehttp://www.ces.org.za/guide/fullguide.asp#levieshttp://www.ces.org.za/guide/fullguide.asp#coordhttp://www.ces.org.za/guide/fullguide.asp#examplehttp://www.ces.org.za/guide/fullguide.asp#faqhttp://www.ces.org.za/guide/fullguide.asp#howdoihttp://www.ces.org.za/guide/fullguide.asp#loginhttp://www.ces.org.za/guide/fullguide.asp#homehttp://www.ces.org.za/guide/fullguide.asp#horizontalhttp://www.ces.org.za/guide/fullguide.asp#verticalhttp://www.ces.org.za/guide/fullguide.asp#logouthttp://www.ces.org.za/guide/fullguide.asp#what


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when an! changes are ma%e to the re$ate% web page/

Horizontal enu ! Operating Instructions

Home

Users

2fferings A%% 3ew 2fferings

E%it7De$ete 2fferings

M! 2fferings 8Up%ate) E%it) De$ete) Hi%e9

&isting7Searching 2fferings

Categor! &ists

&atest 8!or exchange9

&atest 8a$$ exchanges9

&oca$ Search

6$oba$ Search

Wants A%% 3ew Wants

E%it7De$ete Wants

6rops

:oining a 6rop

Create a 3ew 6rop

6rop .nformation

6rop Members

6rop Categories

Discssion (orm

3otice "oar% 6rop Events

Emai$ 6rop

6rop Emai$

.nvite a (rien%

6rop Management

Annonce

A%%ing Annoncements

E%it7De$ete Annoncements

Stats

He$p

"ertical enu ! Operating Instructions

Seller Actions#

1. Enter Sing$e Transaction 8$ist92. Enter Sing$e Transaction 8,ick93. Enter M$tip$e Transactions4. *aste Transaction Data5.

Sen% .nvoice
http://www.ces.org.za/guide/fullguide.asp#memachttp://www.ces.org.za/guide/fullguide.asp#membershttp://www.ces.org.za/guide/fullguide.asp#skillcathttp://www.ces.org.za/guide/fullguide.asp#skillinhttp://www.ces.org.za/guide/fullguide.asp#skillmodhttp://www.ces.org.za/guide/fullguide.asp#skillistphttp://www.ces.org.za/guide/fullguide.asp#skillisthttp://www.ces.org.za/guide/fullguide.asp#skillisthttp://www.ces.org.za/guide/fullguide.asp#skillisthttp://www.ces.org.za/guide/fullguide.asp#skillistallhttp://www.ces.org.za/guide/fullguide.asp#skillistallhttp://www.ces.org.za/guide/fullguide.asp#skillsearchhttp://www.ces.org.za/guide/fullguide.asp#skillsearchallhttp://www.ces.org.za/guide/fullguide.asp#wantlisthttp://www.ces.org.za/guide/fullguide.asp#wantinhttp://www.ces.org.za/guide/fullguide.asp#wantuphttp://www.ces.org.za/guide/fullguide.asp#groupshttp://www.ces.org.za/guide/fullguide.asp#groupjoinhttp://www.ces.org.za/guide/fullguide.asp#groupaddhttp://www.ces.org.za/guide/fullguide.asp#groupshowhttp://www.ces.org.za/guide/fullguide.asp#groupmembershttp://www.ces.org.za/guide/fullguide.asp#grouplisthttp://www.ces.org.za/guide/fullguide.asp#groupdiscusshttp://www.ces.org.za/guide/fullguide.asp#groupnoticehttp://www.ces.org.za/guide/fullguide.asp#groupeventshttp://www.ces.org.za/guide/fullguide.asp#groupmailhttp://www.ces.org.za/guide/fullguide.asp#groupemailhttp://www.ces.org.za/guide/fullguide.asp#groupemailhttp://www.ces.org.za/guide/fullguide.asp#groupinvitehttp://www.ces.org.za/guide/fullguide.asp#groupedithttp://www.ces.org.za/guide/fullguide.asp#groupedithttp://www.ces.org.za/guide/fullguide.asp#eventlisthttp://www.ces.org.za/guide/fullguide.asp#eventaddhttp://www.ces.org.za/guide/fullguide.asp#eventedithttp://www.ces.org.za/guide/fullguide.asp#exchmainhttp://www.ces.org.za/guide/fullguide.asp#helphttp://www.ces.org.za/guide/fullguide.asp#tx1_newhttp://www.ces.org.za/guide/fullguide.asp#txq_newhttp://www.ces.org.za/guide/fullguide.asp#tx_newhttp://www.ces.org.za/guide/fullguide.asp#txform_newhttp://www.ces.org.za/guide/fullguide.asp#invoicehttp://www.ces.org.za/guide/fullguide.asp#memachttp://www.ces.org.za/guide/fullguide.asp#membershttp://www.ces.org.za/guide/fullguide.asp#skillcathttp://www.ces.org.za/guide/fullguide.asp#skillinhttp://www.ces.org.za/guide/fullguide.asp#skillmodhttp://www.ces.org.za/guide/fullguide.asp#skillistphttp://www.ces.org.za/guide/fullguide.asp#skillisthttp://www.ces.org.za/guide/fullguide.asp#skillisthttp://www.ces.org.za/guide/fullguide.asp#skillistallhttp://www.ces.org.za/guide/fullguide.asp#skillsearchhttp://www.ces.org.za/guide/fullguide.asp#skillsearchallhttp://www.ces.org.za/guide/fullguide.asp#wantlisthttp://www.ces.org.za/guide/fullguide.asp#wantinhttp://www.ces.org.za/guide/fullguide.asp#wantuphttp://www.ces.org.za/guide/fullguide.asp#groupshttp://www.ces.org.za/guide/fullguide.asp#groupjoinhttp://www.ces.org.za/guide/fullguide.asp#groupaddhttp://www.ces.org.za/guide/fullguide.asp#groupshowhttp://www.ces.org.za/guide/fullguide.asp#groupmembershttp://www.ces.org.za/guide/fullguide.asp#grouplisthttp://www.ces.org.za/guide/fullguide.asp#groupdiscusshttp://www.ces.org.za/guide/fullguide.asp#groupnoticehttp://www.ces.org.za/guide/fullguide.asp#groupeventshttp://www.ces.org.za/guide/fullguide.asp#groupmailhttp://www.ces.org.za/guide/fullguide.asp#groupemailhttp://www.ces.org.za/guide/fullguide.asp#groupinvitehttp://www.ces.org.za/guide/fullguide.asp#groupedithttp://www.ces.org.za/guide/fullguide.asp#eventlisthttp://www.ces.org.za/guide/fullguide.asp#eventaddhttp://www.ces.org.za/guide/fullguide.asp#eventedithttp://www.ces.org.za/guide/fullguide.asp#exchmainhttp://www.ces.org.za/guide/fullguide.asp#helphttp://www.ces.org.za/guide/fullguide.asp#tx1_newhttp://www.ces.org.za/guide/fullguide.asp#txq_newhttp://www.ces.org.za/guide/fullguide.asp#tx_newhttp://www.ces.org.za/guide/fullguide.asp#txform_newhttp://www.ces.org.za/guide/fullguide.asp#invoice


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$uyer Actions#

6. +ecommen%ations7. Sen% 2n$ine Tra%ing S$ip8. Sen% 2r%er (orm

%uerying#9. M! Accont "a$ance10.M! Statement of Accont

iscellaneous

11.Tra%ing Docments

&hat is the Community Exchange System'

The Commnit! Exchange S!stem 8CES9 is a commnit!'base%) g$oba$ tra%ing networksing a mone! other than or fami$iar nationa$ ones ; an a$ternative) para$$e$) $oca$)commnit! or comp$ementar! crrenc! s!stem/ .n short) the CES is a new mone! s!stem/

There are man! simi$ar tra%ing s!stems aron% the wor$%) common$! know as Commnit!Exchanges) &oca$ Exchange Tra%ing S!stems 8&ETS9) Mta$ Cre%it tra%ing s!stems orTime "anks/ Man! commercia$ $ike conventiona$ mone! so there is nonee% for a spp$! of it an% !o %on>t nee% an! to start tra%ing/ Mone! in these s!stems is aretrospective =score'keeping> that keeps a recor% of who %i% what for whom an% who so$%what to whom/ There can therefore never be a shortage of mone! an% mone! %oes nothave to be create% b! a thir% part! 8banks or government9 otsi%e the circit of b!ers an%se$$ers/ (or this reason mone! an% cre%it are free) for the b!ers an% se$$ers crrencies) where notes an%coins are isse% b! the grop for their own se others se time as a crrenc! rather than

notes an% !et others se a =virta$> crrenc! which is the recor%ing of the va$es of goo%san% services exchange%/

Comp$ementar! crrencies foster the rea$ wea$th of commnities an% rebi$% a sense ofworth an% se$f'esteem among their sers/ Aron% the wor$% the! report an increase%sense of vita$it! in a$$ sectors of the commnities sing them/ Whi$e these tra%ing s!stemsmight have a s$ight$! %ifferent fnction for each of these sectors) it certain$! has re$evanceto a$$/

(rom chi$% care to karate $essons to phone companionship) to compter programming an%gar%ening) there


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. he$p !o) an% !o he$p another;an% someone e$se he$ps me/ The recipients of he$pbecome) in trn) the provi%ers of he$p/ What goes aron% comes aron%/ The crrenc! !oearn b! he$ping others can be se% to receive services or he$p from someone e$se an% b!goo%s on offer/ When !o spen% !or commnit! crrenc!) someone e$se earns it/

Ho oes it or*'

CES exchanges compi$e an% %istribte a %irector! of goo%s an% services offere% b! thetra%ers registere% with them) as we$$ as a $ist of their =wants> or re,irements/ When atra%er re,ires something a%vertise% in the %irector! the se$$er is contacte% an% the tra%etakes p$ace/ The b!er / .n other contries where these s!stems have become big) the state has eitherignore% the tax ang$e becase it saves state expen%itre on we$fare pa!ments) or there isan agreement to provi%e services to the state/ 2r approach is that when the CES becomebig) the state sho$% become a ser of the CES an% participate in the norma$ wa!/ .n this

wa! the state co$% cre%it itse$f throgh the services it provi%es to a$$ members an% %ebititse$f b! prchasing the services of CES sers/

Can I only trae ith members of my on exchange group'

The CES is an internationa$ tra%ing network with exchanges in man! contries/ Cre%itsearne% in one exchange can be spent in another) or if !o are visiting another area !ocan tra%e with $oca$ CES tra%ers/ 3ew exchanges are starting in new areas a$$ the time)an% existing ones are growing stea%i$!/

&hat other benefits are there in using a community currency'

2ne of the reasons we took the initiative to $anch this proect is that it is in $ine with 3ew

Economics thinking/ 3ew Economics is abot rebi$%ing societ! singa$ternative7sstainab$e economic po$icies an% practices/ Commnit! crrencies fa$$ into thiscategor! becase the! are instrmenta$ inB


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obilizing the ,eal &ealth of a CommunityB The know$e%ge an% ski$$s of itspeop$e is the rea$ wea$th of a commnit!/ Conventiona$ mone! %rains awa! whi$e a$oca$ crrenc! keeps this wea$th working in the commnit!) generating emp$o!mentan% income for a$$ invo$ve%/ *eop$e who have accm$ate% a wi%e range of ski$$san% abi$ities s%%en$! become once again high$! va$e% members of thecommnit!/

-ostering Self.,eliance / Self EsteemB .n or commnities nemp$o!ment isgrowing an% increasing nmbers of peop$e are nab$e to get their nee%s met/Sing$e'parents ma! nee% respite care or other services for their chi$%ren/ E$%er$!pensioners a$so nee% a range of specia$ise% services or ma! simp$! re,irecompan! to combat $one$iness/ At present a person


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$one$iness %iminishes an% ever!one benefits/

7eeping &ealth &here it is CreateB 3ationa$ crrencies a$wa!s $eak awa! to the


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accor%ing to some form$a) the crrenc! of this s!stem is the pre recor%ing of the va$esexchange% in tra%e/ Mone! in this s!stem is ths create% at the tra%ing interface an% isrecor%e% as cre%its for se$$ers an% %ebits for b!ers/

There are CES exchanges in a nmber of contries aron% the wor$%/ Each exchange hasits own crrenc! bt members of one exchange can tra%e with members of otherexchanges) making CES crrencies as versati$e as or conventiona$ crrencies/

The $oca$ crrencies are nits of measre rather than tra%ab$e commo%ities $ikeconventiona$ crrencies/ However) to make these crrencies meaningf$ to sers) theirva$e is base% on the nationa$ crrencies/ This is pre$! to give them reference/ The! arein no wa! tie% to the nationa$ crrencies an% wi$$ %eviate from them over time/

There are no r$es for pricing in the CES/ The where %etai$s of tra%ing transactions between accont ho$%ers ofthe Commnit! Exchange S!stem 8CES9 are recor%e%/

/ .t is a ) from where !o can access a$$ thefnctions) featres an% faci$ities of the site/ (rom an! other page !o can get back to !oraccont Home page b! c$icking on the 4Home5 btton at the top or b! c$icking on the $ogoat the top $eft/

The featres an% faci$ities of the site are accessib$e throgh two sets of mens on !orHome pageB

a hori0onta$ set across the top 8this set is constant across the site an% a$wa!savai$ab$e9

a vertica$ set in the mi%%$e 8this changes on sbse,ent pages9The hori0onta$ men provi%es information abot the


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CES Concepts

The fo$$owing are the main concepts that re$ate to the CES/ "ecome fami$iar with theseconcepts as the! are wi%e$! referre% to throghot the site) in this ser gi%e an% in otherCES %ocments/

ExchangesExchangesare the organisationa$ nits of the CES/ Each exchange is a %iscretetra%ing nit operating in%epen%ent$! of other exchanges/ The CES is a network of%iscrete exchanges aron% the wor$%/ What $inks them is the se of the CESsoftware) which a$$ows inter'exchange tra%ing/ Each exchange has its own separate%atabase bt what a$$ share is the same software interface accessib$e throgh theinternet/

Each exchange has its own name) its own crrenc!) its own sers) its own po$icies)its own r$es an% reg$ations an%) sa$$!) its own news$etters an% insignia/ A$$ CESexchanges) however) operate within the overa$$ framework of the CES an% are

re,ire% to comp$! with CES reg$ations with regar% to inter'tra%ing an% g$oba$monetar! po$icies/

An exchange can operate in


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we se that mone! s!stem/

Users can of corse %e'register from the CES if the! want to) bt as there are norenewa$ re,irements the! are not atomatica$$! eecte% after a certain perio% oftime/

2ther terms that can be se% for CES sers) %epen%ing on context) areB tra%ers)

accont ho$%ers) b!ers # se$$ers) participants) a%vertisers/

Account Types

The CES has six accont t!pes) often referre% to as


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b!er


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%ebite% after %e$iver! an% what constittes athorisation for the se$$er to %ebit theb!er


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$iving in the area i%entif!/ .t co$% be a sma$$ town a%acent to other towns bt in a$arger rban context it is often an area that is ph!sica$$! %efine% b! geographica$ orman'ma%e featres) sch as rivers) hi$$s) green be$ts) rai$wa! $ines) motorwa!s an%rban bon%aries/

Users i%entif! with the area either becase it has a name the! share or becase thearea has a character %istinct from a%acent areas/ Above a$$ it is the area where the!

are most $ike$! to tra%e/

Organisational sub-areasB

An organisation or compan! that has create% an exchange for itsmembers7emp$o!ees can a$so %efine sb'areas/ These might be %efine% in terms ofthe organisation


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constittion) a committee) A6Ms) r$es) the co$$ection of sbs etc/ These activitiestake a $ot of time an% effort an% are not rea$$! necessar! for sccessf$ tra%ing/

Taxation

The CES is not %esigne% as a tax %o%ge/ The CES web site is mere$! a too$ to

faci$itate tra%e withot resorting to barter or officia$ crrencies/The answer to the ,estion of whether to make contribtions to the tax athorities is$eft p to the sers of CES/ The CES is ths not responsib$e for sers< taxcommitments/

1iewe% from another ang$e) tra%e in the CES %oes not invo$ve the se of


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crrencies thogh the! have been a%ste% to make the rates in


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to someone a thosan% ki$ometres awa!@9) remote tra%ing means that new kin%s ofservices can be pt on offer) sch as accommo%ation an% $ifts to an% from %istant p$aces/

Ho it or*s

The prob$em with remote tra%ing in the CES is that each exchange operates as a c$ose%entit!) as a mini'econom! on its own/ Ever! sa$e within the exchange represents a cre%it

for the se$$er an% an e,a$ %ebit for the b!er/ The sm of a$$ cre%its mst a$wa!s e,a$ thesm of a$$ %ebits an% the ba$ance of a$$ cre%its an% %ebits mst a$wa!s e,a$ 0ero/

An! %irect tra%e with another exchange wo$% mean a


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make sre the b!er is genine) go to the Members page an% enter the ser


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3ocal Area Co.orinators

&oca$ Area Co'or%inators are trste% sers who are grante% the abi$it! to manage theacconts of others withot having to know their passwor%s/ .n a sense the! operate as


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characterise% b! openness) frien%$iness) honest! an% trst) which is ,ite %ifferent to what!or are $ike$! to experience in the


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%? &hat if my ser1ice is popular but I can8t fin anything I ant' &hat is the use of alarge creit balance if I can8t spen it'

A/ Don/

%? Is there +ust one CES exchange'

A/ 3o) there are man! estab$ishe% CES exchanges in %ifferent parts of the wor$%) with newones being intro%ce% a$$ the time/ .f !o wo$% $ike to start one in !or area go to theregistration page an% fi$$ in the form/

%? Is it possible to trae beteen the ifferent CES exchanges'

Ges@ A$$ the CES exchanges are $inke% an% inter'exchange tra%ing is possib$e/ The CEScrrencies are as versati$e as the nationa$ crrencies/ This means !o can tra%e with an!participant nationa$$! or internationa$$!) an% !or offerings are internationa$$! accessib$e/

Crrenc! earne% in one p$ace can be spent in another/

Ho 2o I ??? '

This


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Users

Wants

Announcements

Ho o I a an announcement'

C$ick on the 4Annonce5 btton at the top/ The Annoncements $ist wi$$ appear/ C$ick on the4A%% Annoncement5 btton an% the


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4Up%ate +ecor%5 btton to save !or choices/

I8m going aay for a year an so on8t ant to participate: but I on8t ant to closemy account? Ho can I stop others contacting me'

Go can hi%e !or accont) which in effect removes !o from the s!stem as far as othersare concerne%/ This $eaves !or accont intact an% so !o can n'hi%e it when !o want

to become active again/ Hi%ing !or accont a$so stops a$$ emai$s from the a%ministration/To hi%e !or accont c$ick on the 4M! +ecor%5 btton at the top/ That wi$$ bring p the


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C$ick on the 42fferings5 btton at the top/ Then c$ick on the 4Up%ate5 btton at the top of the2fferings page/ This wi$$ bring p the


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transaction invo$ves a ser in another exchange !o have to se$ect the remote exchangefirst) before se$ecting the b!er/ After !o have se$ecte% the remote exchange the $ist ofnames for that exchange wi$$ be $oa%e%/ Se$ect the b!er


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There is no


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9sers

Ho o I fin someone8s account number'Most information abot sers can be fon%on the Users *age/ C$ick on the 4Users5 btton at the top/ .f !o know that the ser is in!or exchange) t!pe the name in the


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abot comp$ementar! crrenc! s!stems/

Go nee% to enter !or persona$ accont nmber an% passwor% in or%er to access !orpersona$ accont/

After the =Accont 3o> entr! there is a $egen% =+emember me?>/ .f !o tick the checkbox toits right) then the page wi$$ remember !or accont nmber/ This is a great featre if !o

reg$ar$! forget !or accont nmber/ There is no %anger in sing this featre as thes!stem %oes 32T remember !or passwor% so no one e$se can access !or accont/

.f !o have forgotten your passor) c$ick on (orgotten !or passwor%?/ Go wi$$ betaken to a page where !o wi$$ be ab$e to enter an% sbmit !or accont nmber/ Gorpasswor% wi$$ be e'mai$e% to !o sing the a%%ress on fi$e/ .f !o have forgotten both !oraccont nmber an% passwor%) !o wi$$ have to e'mai$ !or a%ministrator or contact !or$oca$ area co'or%inator/

2nce !or accont nmber an% passwor% have been entere% correct$!) !o wi$$ be takento !or persona$ Home page/

Home 0age

(rom the home page !o can reach a$$ the fnctions an% faci$ities avai$ab$e to accontho$%ers/ To get back to this page c$ick on the 4Home5 btton or the $ogo at the top $eft/

The Search box at the top permits !o to search for the offerings of participants in !orgrop/ T!pe in what !o are $ooking for an% press the 46o5 btton/ This wi$$ show !o a$$the offerings matching !or ,er!/ Go ma! a$so t!pe in a participant


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The @&antsbtton takes Wants page where sers a%vertise their Wants/ Go can a$sosee the wants of remote exchanges/

The @Announcebtton takes !o to the Annoncements page where sers a%vertiseevents an% other items of interest to CES sers/

The @Statsbtton takes !o the Statistics # +eports page where !o can see statistics

an% reports abot the tra%ing activities of !or an% other exchanges ser statistics an%$ists of remote exchanges/

The @Helpbtton provi%es contexta$ he$p for each page/ C$ick this when !o %o notn%erstan% something on a partic$ar page/

"ertical enu

The vertica$ men in the centre of the page gives !o access to !or persona$ tra%ingaccont/

Seller Actions:

/ Enter Sing$e Transaction 8$ist9/ Enter Sing$e Transaction 8,ick9K/ Enter M$tip$e Transactions/ *aste Transaction Data/ Sen% .nvoice

Buyer Actions:

J/ +ecommen%ationsN/ Sen% 2n$ine Tra%ing S$ip

I/ Sen% 2r%er (ormQuerying:

O/ M! Accont "a$anceF/ M! Statement of Accont

Miscellaneous:

/ Tra%ing Docments

3og Out $utton

&og ot after !o have finishe% a session b! c$icking the re% 4&og 2t5 btton at the topright/ This wi$$ prevent an!one accessing !or accont after !o have finishe%/ Go wi$$ be$ogge% ot atomatica$$! after twent! mintes) so %o not go awa! from !or compter for$onger than this %ring a session/

Horizontal enu . Operating Instructions

Bour Account

2escription

This is the


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an% fnctions on this web site/ To get back to this page c$ick on the 4Home5 btton or the$ogo at top $eft/

9sage

The Searchbox at the top a$$ows !o to search for members) offerings or wants/ (irstse$ect whether !o want to search for a member) offering or want an% then t!pe in what

!o are $ooking for an% press the obtton/ This wi$$ $ist a$$ the fin%s matching !or ,er!/When $ooking for a member) !o ma! t!pe in an accont nmber) firstname) srname) f$$name or part of a name/

The hori0onta$ men at the top gives !o access to the $ist of sers) !or persona$ recor%in that $ist) the $ist of ser


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!or exchange with those of the se$ecte% exchange/ A$$ bttons an% se$ections wi$$ nowapp$! to the se$ecte% exchange/

P Sub.area#Se$ect a sb'area from the %rop'%own $ist to see a $ist of sers for the sb'area se$ecte%/

P 9ser#Se$ect a ser from the %rop'%own $ist to see the ser


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statements of accont/ .n this categor! are entities a$$ie% with the CES in some wa!) an%are ths re,ire% to be transparent in their %ea$ings with other sers/

P "irtual#This $ists a$$ virta$ sers that represent the remote exchanges with which thisexchange is $inke%/ 1irta$ sers are re,ire% for tra%ing with remote exchanges/ C$ickherefor more information on remote tra%ing/

P Close#This $ists a$$ acconts that have been c$ose%/ A c$ose% accont is a comp$ete$!%isab$e% accont that cannot be %e$ete% becase the former owner $eft a tra%ing recor%/

P 3oc*e#A $ocke% accont is a f$$! fnctioning accont bt the owner has been b$ocke%from prchasing/ An accont is $ocke% b! the a%ministrator for serios breaches of theTerms an% Con%itions of the exchange) sa$$! for excee%ing %ebit $imits/ An accontho$%er whose accont has been $ocke% ma! contine se$$ing) bt if an!one attempts toenter a transaction %ebiting a $ocke% accont) the transaction wi$$ be stoppe%/ The accontho$%er has to pa! for what was receive% sing some other metho%) sa$$! with nationa$crrenc!/

P Account groth#This %isp$a!s a tab$e of ser growth of the exchange) showing month$!

tota$s of new registrations/ The co$mns show registrations for the seven accont t!pesBA%ministrator 8ADM9) companies 8C2M9) share% 8(AM9) in%ivi%a$ 8.3D9) organisation82+69) pb$ic 8*U"9) virta$ 81.+9/

P Account statistics#This %isp$a!s the rea$'time ser sitationB the nmber of sers ineach accont categor! an% the overa$$ tota$s of active vs inactive sers/

P Account statistics#This shows when sers $ast $ogge% into their acconts/ .f a ser hasnot $ogge% into their accont then the! wi$$ not be $iste% here/ The %efa$t view showswhich sers accesse% their acconts in the past week 8N %a!s9/ 2ther time perio%s an%categories can be se$ecte% from the


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is a$so an option to %own$oa% a sing$e %ocment with a$$ crrent offerings/ This $istgets p%ate% perio%ica$$! so ma! not a$wa!s contain the $atest information/

/ "e$ow this are varios options for ca$$ing p the 2fferings &ist in varios wa!s/ C$ickthe @"ie all offeringsbtton to see a$$ crrent offerings C$ick the @"ie expireofferingsbtton to see a$$ offerings that have expire%/ The other options a$$ow !oto ca$$ p the 2fferings &ist for a se$ecte% perio%) either in the norma$ screen format

or in a printer'frien%$! format/ Use these if !o want to see or print ot the $atest $istof offerings/

/ At the bottom is a $ist of goos an ser1ices categoriesbeing offere% b! accontho$%ers of the se$ecte% exchange/ .t constittes the Offerings 3ist/

"! %efa$t the offerings of !or exchange are shown/ .f !o wo$% $ike to see theofferings of other CES exchanges) se$ect an exchange from the %rop'%own $ist atthe $eft of the gre! bar/

Se$ect an! of the categoriesto view the offerings in that categor!/

To eitor elete!or own offerings) fin% them in the appropriate categor! $ists/ Go wi$$notice that !or offering tit$es are green an% c$ickab$e/ C$ick on the tit$e of the offering !owish to e%it or %e$ete an% !o wi$$ bring p the


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potentia$ b!er wi$$ se to fin% !or offering so tr! to inc$%e %ifferent wor%s that are re$ate%to !or offering/ E/g/ if !or offering is Chi$% min%ing then se the ke!wor%s sch as


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Eit2elete Offering

2escription

This form a$$ows !o to mo%if! an! of the %etai$s of !or offering recor%) or %e$ete it fromthe 2fferings &ist/

9sage

E%it the Title se$ect a new categor! from the Category%rop'%own $ist e%it the 2etailse%it !or ,ate mo%if! !or 7eyors se$ect a new 2isplayperio%/ When %one press the4Up%ate +ecor%5 btton/

Go ma! a$so p$oa% a pictre of !or offering if !o not have a$rea%! %one so/ "rowse forthe pictre on !or compter an% when the path to it appears in the 9ploa photobox)press the 4Up%ate +ecor%5 btton to p$oa% it/

.f !o wo$% $ike to %e$ete the crrent pictre tick the 2eletecheckbox an% press the4Up%ate +ecor%5 btton/ To replacean existing pictre with a new one) simp$! p$oa% anew one/ Go %o not nee% to %e$ete the o$% one first) thogh !o can


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D The ,ate$ine shows how mch !o are asking for the offering/ This ma! inc$%e acomponent in the nationa$ crrenc!/ +ates ,ote% in nationa$ crrenc! on$! are notpermitte%) an% wi$$ be remove% b! the a%ministrator withot notice/

D The 9pate$ine shows when the offering was a%%e% to the $ist or $ast p%ate%/ "!c$icking


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To eitor elete!or own offerings) c$ick on the 42fferings5 btton at the top an% then onthe 4Up%ate5 btton on the


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Go %o not nee% to search for comp$ete wor%s or phrases/ A search wor% that is fon%an!where in the


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Enter the etailsof !or Want in the e%it box at the bottom/ Go ma! se the e%itorbttons to format the text/ Go can a$so ct an% paste text into the box) inc$%ing pictres/

When !o are satisfie% with !or Want a%vertisement c$ick the 4.nsert +ecor%5 btton/

''

*$ease %e$ete Want recor%s before the expir! %ate if the! have been satisfie%/

.f !o want to eitor eletea Want c$ick on the 4Wants5 btton at the top/ Gor wants wi$$%isp$a!


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page abot the grop/

To view the $ist of membersof an! grop c$ick on the member cont opposite the


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Types of Access

Open Group

An!one can oin an% invite others to oin/ An!one can see the grop


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Show similar groups

.f this is ticke% then the grop page wi$$ $ist other grops in the same categor!/

Global

"! %efa$t grops are $oca$ in that on$! members of !or exchange ma! oin theman% the! are not %isp$a!e% in the 6rops &ists of other exchanges/ .f !o want to

create a grop with a g$oba$ 8internationa$9 membership then tick the 6$oba$checkbox/ The grop wi$$ then %isp$a! in the 6rop &ists of a$$ exchanges 8provi%e% itis not a Secret 6rop9/

roup Aress

This is the a%%ress !o wish to se for !or grop/ .t co$% be the grop owner


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when !o become a member of the grop/

.f !o are a member) this is where !o can participate in a$$ %iscssions) in theforms an% b! emai$/

.f the %iscssion form is activate% !o can Start a ne topicif no one has !etma%e a contribtion) or c$ick on a topic to be taken to a $ist of a$$ contribtions to the

topic/2n$! the $atest topics appear on this page/ To see o$%er topics c$ick on All topicstobe taken to a $ist of a$$ topics for the grop/

.f the notice boar% is activate% an% !o are a member of the grop) !o can Ayour commentsor rea% the contribtios an% respon% to them/

.f !o are a grop a%ministrator !o wi$$ be ab$e to managethe grop throgh asophisticate% management conso$e/ To reach the conso$e) c$ick on


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Members can be shown in a variet! of sort or%ers an% it is possib$e to search formembers/

9sage

.f there are more than F members in the grop the a%%itiona$ members wi$$ be%isp$a!e% on sbse,ent pages) in which case !o can c$ick on the forwar% an%

backwar% bttons at the bottom right/To sortthe membership in %ifferent or%ers) se$ect a sort or%er from the


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To search for grops) enter !or search text in the Search for roupstext box an%press the search btton/ This wi$$ bring p a $ist of grops matching !or search text)if an!/

C$ick the 4Create a 3ew 6rop5 btton to bring p the form for creatinga new grop/

(or more informationabot a partic$ar grop) c$ick on the tit$e of the grop or on


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This is essentia$$! an information page/ The on$! action for reg$ar members is theabi$it! to emailthe event organiser/ C$ick on the emai$ a%%ress 8if an!9 to emai$ theorganiser/

.f !o are an a%ministrator it is possib$e to view both crrent an% past events/ Go area$so ab$e to e%it events b! c$icking on the Eit2elete E1entoption at the bottom ofeach event/

Compose essage

2escription

This is a simp$e form for composing an% sen%ing emai$s to members of this grop/Depen%ing on where this fnction was ca$$e% from) the To#$ine wi$$ either sa!


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9sage

The top part of the form %isp$a!s some information abot the grop/

.f the ser to whom !o are going to sen% the invitation is in !or exchange 8an% hasemai$9) se$ect the ser from the %rop'%own $ist an% press the 4.nvite5 btton/

.f !o know the ser


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J/ Debit m$tip$e membersN/ Cre%it m$tip$e membersI/ Debit a$$ membersO/ Cre%it a$$ members

(or more he$p on these) see the he$p pages on these fnctions/

Member BalancesThis fnction shows the crrent ba$ances of a$$ grop members/

Group ra!ing Statistics

/ Tra%er statistics/ Tra%ing statisticsK/ Tra%ing activit!

(or more he$p on these) see the he$p pages on these fnctions/

embers

Sen! "nvitation to #oin.f this is a $oca$ grop) enter the for'%igit accont nmber of a ser of !or exchange8e/g/ K9 if this is a g$oba$ grop) enter the f$$ accont nmber of a ser of an!CES exchange 8e/g/ A"CDK9/ *ress the 4.nvite5 btton to emai$ an in1itationtothe ser/ This gives information abot the grop an% invites the ser to oin/

A$ternative$!) enter the emai$ a%%ress of a CES ser/ .f it is a $oca$ grop this mst bethe emai$ a%%ress of a registere% ser of !or exchange if it is a g$oba$ grop it mstbe a registere% ser of some CES exchange/

A!! Single Member

.f this is a $oca$ grop) enter the for'%igit accont nmber of the ser 8e/g/ K9 ifthis is a g$oba$ grop) enter the f$$ accont nmber of the ser 8e/g/ A"CDK9/*ress the 4A%%5 btton an% the ser wi$$ be a%%e% to the membership $ist of thegrop/ The member


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embers# Search for membera$$ows !o to search for a member/ Enter themember


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2fferings an% Wants $ists except that the! on$! show the offerings an% wants of themembers of this grop/

.f the grop is $inke% to an accont a%%itiona$ fnctions appearB roup account8sofferingsshows the offerings of the grop accont an% A offerings for groupaccounta$$ows !o to a%% offerings for the grop accont/ roup account8s antsshows the wants of the grop accont an% A ants for group accounta$$ows

!o to a%% wants for the grop accont/

Settings

This is where !o can a$ter the basic settings of the grop) an% even %e$ete thegrop sho$% !o wish to c$ose it %own/

After changing an! parameter st press the 4Up%ate5 btton at the bottom to effect it/

roup 4amea$$ows !o to a$ter the name of the grop/

2escription%escribes what the grop is a$$ abot/ Sho$% an!thing abot thegrop


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All members can post mail/ .f this is checke% then a$$ members are ab$e toemai$ the who$e grop if it is not checke% then on$! the grop owner an%a%ministrators can emai$ the who$e grop

Enable iscussion forum/ .f this is checke% then the %iscssion form showson the grop home page if nchecke% then the %iscssion form is %isab$e%/

Enable notice boar/ .f this is checke% then the notice boar% shows on the

grop home page if nchecke% then the notice boar% is %isab$e%

roup Aressan% 0ostcoeFipis the a%%ress !o wo$% $ike to se for thisgrop/

Telis the te$ephone nmber !o wo$% $ike to se for the contact person of thegrop/ This is sa$$! the grop owner bt co$% be someone e$se/

Emailthis is the emai$ a%%ress that !o wo$% $ike sers to se if the! want tocontact the grop owner or obtain fee%back abot the grop/

Iis the internet messaging a%%ress/ This co$% be a Sk!pe a%%ress or an! otherinternet messaging service/

&ebis the a%%ress of the web site of the grop) if an!/

The Acti1echeckbox a$$ows !o to hi%e7%e'activate the grop/ .f the checkbox isnticke% then the grop wi$$ not show on the grop $ist an% effective$! it wi$$ beinaccessib$e to a$$/ Use this featre if !o want to stop the grop rnning for a whi$ebt be ab$e to re'activate it at a $ater time/

9ploa 0icturea$$ows !o to p$oa% a pictre for !or grop/ This is the grop


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$atest at the top/ The acta$ %ates in the Date co$mn ma! not appear to be in %ate or%eras the! co$% refer to the %ates of events or) if no %ate was given) to the %ate on which theacconcement was a%%e%/

Annoncements remain on this $ist nti$ the expir! %ate specifie% b! the a%vertiser or) if no%ate was given) for KF %a!s) whereafter the! wi$$ cease to appear/

9sageP To view the annoncements of other exchanges) c$ick on the Other exchanges%rop'%own $ist/ Se$ect an exchange an% the $ist wi$$ %isp$a! the annoncements of thatexchange) if an!/

P To a%% a new annoncement to this $ist c$ick on the @A Announcementbtton/ Thiswi$$ take !o to a form where !o can enter the %etai$s of the annoncment/ *$ease %o notse the annoncements $ist for a%vertising !or persona$ offerings/

P To ca$$ p a printer frien%$! version of this $ist) c$ick on the 0rinter frienly 1ersioniconat the top right of the $ist/

P .f !o wo$% $ike to eitthe %etai$s of an annoncement that !o have a$rea%! p$ace%)c$ick on


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bar at the top/ &ook for !or annoncement in the


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Help

The He$p btton at the top right provi%es contexta$ he$p for each page of the CES website/ .f !o cannot n%erstan% something abot a partic$ar page or process) c$ick the He$pbtton to fin% he$p/ .f !o sti$$ cannot fin% a satisfactor! exp$anation for what !o want to%o) contact !or A%ministrator or !or &oca$ Area Co'or%inator/

"ertical enu . Operating Instructions

Seller Actions#

Enter Single Transaction (3ist)

2escription

This is where !o) as the se$$er) enter the transaction %etai$s of the sa$es !o have ma%e/

Go can on$! enter information re$ating to !or tra%ing accont/ .f !o are enteringinformation on beha$f of another ser then !o mst first $og in as that ser 8after obtainingtheir accont %etai$s9/

.f !o have a $ot of transactions to enter se the ultiple Transactions -ormor 0asteTransaction 2ataform instea% of this one/ Go can get to them from the home page of!or accont/

9sage

The information that !o enter here sho$% be that obtaine% from a Tra%ing Sheet orTra%ing S$ips 8che,es9 signe% b! the b!ers of !or goo%s an% services/ .f !o have nosignatre or written confirmation of the amont8s9 entere% here) !o have no comeback ifthe b!er cha$$enges !or entr!/

D .f the b!er is from !or own exchange then !o can ignore the Exchange%rop'%own$ist if the! b!er is from a remote exchange first se$ect the exchange from the %rop'%own$ist/

D Se$ect the b!er


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acta$ sa$e whi$e the s!stem %ate is a$wa!s the %ate on which the transaction informationis entere%/

After !o have entere% the re,ire% information press the 4Sbmit5 btton/ Go wi$$ then beaske% to confirm the information !o have st entere%/ .f an! of the %etai$s are incorrectpress the 4Cance$5 btton) which wi$$ take !o back to the form where !o can correctit7them/

.f the information is correct) press the 4Confirm5 btton an% the information wi$$ be save% in!or accont/ .t wi$$ be ref$ecte% imme%iate$! as a cre%it in !or Statement of Accont an%as a %ebit in the b!er


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here/

After !o have entere% the re,ire% information press the 4Sbmit5 btton/ Go wi$$ then beaske% to confirm the information !o have st entere%/

.f the information is correct) press the 4Confirm5 btton an% the information wi$$ be save% in!or accont/ .t wi$$ be ref$ecte% imme%iate$! as a cre%it in !or Statement of Accont an%

as a %ebit in the b!er


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written confirmation of the amont8s9 entere% here) !o have no comeback if the b!ercha$$enges !or entr!/

D Enter the b!er


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0aste Transaction 2ata

2escription

This is where !o) as the se$$er) enter the %etai$s of the sa$es !o have ma%e/ Go can on$!enter information re$ating to !or persona$ accont/ .f !o are entering information foranother person then !o mst obtain their $ogin %etai$s an% $og in as that person/

Use this form to enter the %etai$s of an n$imite% nmber of sa$es at one time/ Go ma!t!pe the information into the box or prepare it off$ine an% cop! an% paste it into the box/Using the $atter metho% a$$ows !o to minimise !or time on $ine/

Go ma! enter sa$es where the b!er is in !or exchange or in other exchanges/

9sage

Sa$e information mst be entere% in the fo$$owing formatB

"!er


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DA transaction le1yis a%%e% to ever! sa$e that !o enter/ This effective$! re%ces theamont !o are entering b! the amont of the $ev!/ The b!er wi$$ a$so be $evie% an% thiswi$$ effective$! increase the price b! the amont of the $ev!/ &evies go to the exchange


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Online Traing Slip

.f !o cannot meet face'to'face with the se$$er to han% over a paper Tra%ing S$ip or %o notwish to post or fax one) sen% an on$ine Tra%ing S$ip sing this form/ Whi$e this on$ine

version has no signatre an% is therefore not a $ega$ %ocment) the emai$ sent to the se$$ercontains !or name an% emai$ a%%ress) which it gets from the CES %atabase/ "eforesen%ing an on$ine Tra%ing S$ip) check first with the se$$er if it is acceptab$e to %o so/

Se$ect another roupif the se$$er is not in !or CES exchange/ Go wo$% %o this if these$$er is in a remote exchange otherwise ignore this %rop'%own $ist of exchanges/

Se$ect the se$$er


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%uerying#

Traing Acti1ity

2escription

This page shows the amont of tra%ing activit! for the tra%er se$ecte%/ "! %efa$t the

figres re$ate to a$$ tra%ing since the accont ho$%er


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the right han% si%e of the hori0onta$ gre! bar/ To emai$ a statement showing other than the%efa$t time perio% 8KF %a!s9) se$ect the re,ire% time perio% first) then when it appears onthe screen c$ick on the emai$ icon/

To print!or statement) in a format withot the bttons an% %rop'%own mens) c$ick onthe printer icon at the right han% si%e of the hori0onta$ gre! bar/ To print a statementshowing other than the %efa$t time perio% 8KF %a!s9) se$ect the re,ire% time perio% first)

then when it appears on the screen c$ick on the printer icon/

P The 2ateco$mn gives the %ate on which the item was a%%e% to !or accont/

P The Account 4o . 4ame/ co$mn gives the accont nmber an% name of the personwith whom the transaction was con%cte%/ +e%text in%icates a prchase/

P The 2escriptionco$mn gives %etai$s of the natre of the transaction/ +e%text in%icatesa prchase/ Sa$es !o have ma%e within the past F %a!s are shown in green) meaningthat if !o c$ick on the %escription !o wi$$ be ab$e to e%it the recor%/ Go ma! change an!of the %etai$s of the transaction or %e$ete the entire recor%/ A%sting the amont wi$$ a%st!or overa$$ figres as we$$ as those of the b!er an% the entire exchange/ The same

app$ies if !o %e$ete the recor%/ Use this featre if !o have ma%e a mistake whenentering a transaction or !o nee% to refn% the b!er for an! reason/

P The Creitco$mn gives the amonts !o receive% for !or sa$es/

P The 2ebitco$mn gives the amonts !o pai% for !or prchases/ Debits are in%icate% inre%/

P The 3e1yco$mn gives the amonts !o have contribte% to the $ev!/

P The $alanceco$mn gives !or ba$ance after each transaction/ "$ack text in%icates that!or ba$ance is positive 8


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The! can be se% b! tra%ers who are se$$ing goo%s for other tra%ers/ (or examp$e) ifa se$$er has $eft a range of goo%s at a sta$$ at a market or with a shopkeeper to se$$)the b!ers< information can be recor%e% on the sheet instea% of sing Tra%ing S$ips)which can easi$! get mixe% p with other Tra%ing S$ips/

When sing these sheets) it is best that the se$$er fi$$s in the information an% gets the b!erto sign it/ "!ers ten% to fi$$ in the forms ver! poor$! an% often i$$egib$!@

The HTM& version can be printe% %irect$! from !or browser screen the MS Wor% versionhas to be %own$oa%e% an% !o have to have the associate% program insta$$e% on !orcompter to print it/

Traing Slips

Traing Slipsare simp$e che,e'$ike s$ips that b!ers can se to

community exchange system user guide

Documents