How to Record Sales Transactions via UI?

Make sure your customer has given you permission to record your sales transactions.

Accessing the UI

Login to the OCP  at



Navigate to the “Sales” tab and then to the ‘Record Claim’ sub-tab.

  •  If you see a message that you are not able to enter sales transactions you will need to request permission from your customer.

Select the customer from the drop-down menu. If you have many customers you can begin typing in their certificate ID to reduce the list.

The “record claim” form is then revealed. It should be completed using the information from your transaction documents.


Filling out the form and submit transactions

Complete all the mandatory and conditional fields


Type the invoice number into the Transaction Identifier box.

Choose the Invoice date.

Choose the Claim Type.

Enter the Product Type[1] (optional) and a short Description. Lastly, enter the Quantity and choose the Unit of measurement.

  • Species and Country of Origin are mandatory when you hold an FM/COC or CW/FM certificate or  sell a product that contains wood from your own risk assessment.
To add another line item, click Add Line Item. To remove a line item, click Remove
When you have added all of the details from your invoice click Submit Claim.
A green window will pop up at the bottom showing the claim is saved.
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