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SGN Group Tradex Platform

SGN Group is making it faster, more cost-effective, and more environmentally-friendly for you to submit your invoices through the implementation of Tradex, our e-invoicing platform.

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Supporting your transition to electronic invoicing

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A message from SGN Group

Find out why we've adopted Tradex as our e-invoicing platform of choice.

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How to get connected

Learn more about your connection options.

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Need help or support?

We're here to help! Get access to videos, FAQs, and more.

A Message from SGN Group

Mick Carmedy

I’d like to welcome you to our new SGN Group Tradex Invoice Management Portal, which is now live and working.

Right across SGN we’re committed to working openly and honestly with all our stakeholders and suppliers as we know it’s only with your support and goodwill we can achieve our objective of keeping our customers safe and warm.

Our success in doing this is of course totally dependent on an effective and efficient ‘purchase-to-pay’ partnership with our entire supply chain.

Therefore I’m pleased to say we’ve now partnered with a company called Causeway Tradex, to automate our ‘purchase-to-pay process. The aim of this is to deliver mutual benefits for both ourselves and you, our trusted suppliers, in what is both a sustainable and environmentally friendly way.

Within the process you’ll find a range of connection options available to you which will best suit your own processes and requirements.

Along with my whole team, I’d really appreciate your co-operation and support and we look forward to welcoming you as a valued part of the SGN supply chain. so your prompt attention to establishing a live connection with us will ensure you can benefit from the efficiencies the Tradex platform offers us all.

Finally, If you need any help in getting set up or have any questions on the system please email us on accountspayable.sgn@sgn.co.uk

With best regards,

Mick Carmedy, Chief Finance Officer

What are the benefits to using Tradex?

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Increase Efficiency

Analyse information like payment due dates and view references for paid invoices.

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Improve Relationships

Find the right suppliers quickly and ensure only the best-performing accredited suppliers are used.

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Gain Visibility

Monitor and view the status of those invoices submitted through Tradex in real-time.

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Increase Productivity

Upload statements, compare invoices and submit adjustments with the statement reconciliation tool.

Contact us to get connected

Tradex is the the largest connected supply chain and e-invoicing network dedicated to the construction industry.

Register Here

Tradex provides secure and predictable invoice delivery. Your invoices are received in a format that will be quickly imported and processed, resulting in fewer errors and delays in processing your invoices for payment. Tradex is an e-trading connection that is used by organisations throughout the industry which means that your connection will also give you the ability to exchange paperless invoicing with other customers.

Are you already registered for Tradex?

Click here to request a connection and trading relationship invitation.

What is the Tradex Portal?

This is a simple and free web-access to Tradex that allows you to enter your invoice details using an online form. Tradex Portal is not integrated with your back office applications, but is ideal for companies who only exchange a low number of documents, allowing organisations to start exchanging invoices electronically immediately and without any start-up costs. This connection type includes attachments, reports, PO flip, invoice templates and 7-year archiving.

Want to get started with Tradex Portal? Let us know!

Tradex Automated

Using an automated connection, invoices are exported from your back office application and uploaded into Tradex. Tradex handles the data conversion between the format you upload and the format required by SGN Group. Providing a system-generated PDF is a supported upload method. There is a set up and annual charge for an integrated connection. This same connection can also be used to send electronic invoices to other customers.

Want to get started with Tradex Automated? Let us know!

 

Need help or support?

Entering an Invoice

 

3 Ways to Connect

 

Knowledge Base

Download onboarding guides, view step-by-step walkthroughs on various areas within Tradex, and find answers to the questions you may have.

VISIT THE HELP PORTAL

Frequently Asked Questions

How can I view or accept invitations on Tradex Portal?
How can I change my user details?
How can I change my company details?
Is it possible to add an extra user to my Tradex Portal account?
How can I add attachments to an invoice?
How do I raise a credit?
How can I view the invoices or credits I have sent?
How do I know if my customer has received my invoice?
How do I find out when my invoice will be paid?
How do I invoice a customer that is not on my trading partner list?
Why was my invoice rejected?

How can I view or accept invitations on Tradex Portal?
After you log in to Tradex Portal, you will see a blue banner with a message at the top of the welcome page. This banner displays any pending invitations that have not yet been accepted. Alternatively, you can access invitations by clicking the bell icon at the top right hand corner of the welcome page.

How can I change my user details?
You can change the details within your user profile by expanding the My Details menu on the left pane and then clicking My Details. In the My Details - Edit page displayed, you can amend or add details such as your name, contact number and password.

How can I change my company details?
To change your company address or contact details, expand the My Details menu on the left pane and click the My Details option. The address details are on the second My details - Edit page. To change your company name and/or VAT number, first contact all your Tradex Portal trading partners to ensure that they have the new details set up in their accounts system, and then contact Causeway at sgn.tradex@causeway.com.  In some circumstances, a new company may need to be created on Tradex Portal.

Is it possible to add an extra user to my Tradex Portal account?
Yes. If you would like to add an additional user to your Tradex Portal account, send an e-mail to sgn.tradex@causeway.com for more information.

How can I add attachments to an invoice?
If you have purchased the Attachments module, an Attachment Details section will be displayed when you enter the invoice details. Click the Add Attachment link to add one or more attachment files. If you do not have the Attachments module and would like to purchase it or request further information, contact Causeway at sgn.tradex@causeway.com.

How do I raise a credit?
To raise a credit, click Invoices from the left pane and then click Create Online Credit. In the Create online credit – Create page, you can raise a credit in the same way as you do an invoice.  Alternatively you may have the Create Online Credit option saved as a shortcut in the centre of the home page when you log in.

How can I view the invoices or credits I have sent?
To view the sent invoices or credits sent, click Invoices from the left menu, and then select View Invoices Sent. In the View invoices sent - list page, you can use the filters to search for invoices and credits that you have sent. For example, you can search for an invoice or credit note by using the document (invoice) number as the search text.

How do I know if my customer has received my invoice?
Once you log in to Tradex Portal, click Invoices from the main menu on the left, and then click View Invoices Sent. In the View invoices sent - list page, you can search for invoices using the filters. Invoices with a status of Not D/L (Not Downloaded) have been successfully added on to Tradex Portal, but they have not yet been sent to your customer. Invoices with a status of Downloaded have been successfully sent to your Customer.

How do I find out when my invoice will be paid?
Currently, Tradex Portal does not hold any payment information. Please contact your customer for any payment information.

How do I invoice a customer that is not on my trading partner list?
If you would like to send invoices to a company that is not on your trading partner list, contact them directly for approval. If they are already using Tradex Portal, they can send you an invitation directly. You can also ask them to send an e-mail to the Causeway marketing team at sgn.tradex@causeway.com to discuss the options for setting up Tradex Portal for your trading partner.

Why was my invoice rejected?
If your online invoice is rejected, a red box will appear with an error message. Please read the message thoroughly, as it will explain exactly why your invoice is failing. If you still believe that your invoice should not be failing, save the invoice and then contact your customer. When you save the invoice, the customer support team can view the invoices to determine problems. Saving the invoice also allows you to quickly resubmit the invoice once the problems are resolved.

 

Join the Community

Thousands of forward-thinking organisations are already transforming their commercial performance with Tradex.

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1k

suppliers trading within 8 weeks

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92%

of suppliers trading within 12 months

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76%

of suppliers trading within 6 months

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90%

adoption of e-invoicing within 12 months

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97%

inbound e-invoicing

Need help or want more information?

Talk to our Tradex onboarding team now!

Request Call Back