Phone orders and TradeSimple
I sometimes take orders over the phone, do these need to be entered into TradeSimple?
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Hi,
Thank you for your question!
Yes, all transactions will need to be reflected on Tradesimple. If you normally receive orders electronically you should send back an electronic Confirmation and follow the normal process from there. If you normally enter Confirmations manually directly against an order in the Tradesimple portal, you can create one without an order by using the options on the side bar menu under the ‘Confirmation entry screen’. This function allows Confirmations to be entered where no order has been placed on Tradesimple.
I hope this helps.
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