Trading
merchantCENTRAL Trading turns a sales order into a supplier purchase order on its own: it compares the offers of every connected supplier connector, picks the source of supply by total landed cost, creates the drop-shipment purchase order and hands it to the connector for transmission. Every decision — including every one that did not happen — is logged and can be explained.
What does Trading do?
| Feature | Description |
|---|---|
| Source of supply | Compares the offers of every connected supplier for an order and picks by landed cost — not by goods value |
| Automation ladder | Five levels from "Off" to "Full Automation". Each does everything the one below it does, plus one more step |
| Five safety gates | Margin, offer age, order value, price deviation and a daily limit per vendor — each can be switched off individually |
| Emergency stop | One switch blocks every transmission immediately. Purchase orders keep being created and wait |
| Drop shipment | The purchase order is linked to the sales order; posting the receipt ships to the customer |
| Approval worklist | Whatever a gate parked collects in one place, with the reason next to it |
| Sourcing log | Every run with every vendor compared, including the ones that lost and why |
| Invoice check | Supplier invoices are matched against the ordered value — only the expensive direction is flagged |
Good to know
Trading calls no external services and needs no credentials. It works exclusively with the offer data the supplier connectors have already placed in Business Central, and hands the purchase order back to the same connector for transmission.
Trading is not the Price Engine
Both evaluate supplier offers, but at different moments and for different purposes:
| Price Engine | Trading | |
|---|---|---|
| When | ahead of time, after every supplier import | at the moment of the sales order |
| Why | calculate sales prices | pick a source of supply for this order |
| Result | price lists | one purchase order at the cheapest vendor |
They complement each other but do not require each other. Trading runs without the Price Engine, and the Price Engine without Trading.
Quick start in 5 steps
- Install and set up the hub — Trading requires a configured merchantCENTRAL hub (Initial Setup)
- Activate the license — module
TRADING; a demo can be started right on the setup card - Set the automation level to "Simulate" — Trading decides and logs, but orders nothing (Automation Levels)
- Set the gates — above all the minimum margin and the daily limit per vendor (Safety Gates)
- Read the log, then move up — after a few days the sourcing log shows whether the decisions are right
Full Automation orders with real money
The Full Automation level places binding orders with your suppliers without anyone looking at them first. The safety gates are what keeps that in bounds — set at least the daily limit per vendor before you move up.
Topics in detail
- Initial Setup — from installation to the first purchase order
- Trading Setup (Reference) — every field on the setup card
- Automation Levels — how far Trading may go
- Safety Gates — the five limits in detail
- Cues & Daily Work — what the day looks like
- Approval Worklist — what was parked, and why
- Sourcing Log — why did Trading decide that way?
- Supplier Connectors — what works with which connector
- Invoice Check — matching against the purchase order
- Troubleshooting — when nothing gets ordered