KNOWLEDGE BASE

TUTORIAL VIDEOS

Choose a video category below to discover what Tradogram can do for you.

Categories

Dropdown Icon
Filter
Choose Category
Choose tag
Setup & Configuration
Suppliers
Items
Categories
Inventory
Budgets
Projects
Transactions
General Use
Process Videos
Newest
Oldest
Alphabetical
Play Icon
Purchase Orders

Managing Approving Purchase Orders

November 24, 2022
May 16, 2022 7:59 AM
Find out more about how to manage approval workflows and purchase orders once they’re created.
VIEW VIDEO
View Video Icon
VIDEO
Play Icon
Expenses

Creating Expense Records

November 21, 2022
May 16, 2022 7:58 AM
Learn how to create standalone expense records to reimburse individuals or document one-time purchases that don’t warrant raising an entire purchase order. RELATE
VIEW VIDEO
View Video Icon
VIDEO
Play Icon
Fillable Forms

Creating Fillable Forms

October 28, 2022
May 16, 2022 7:57 AM
Learn more about fillable forms, a versatile feature that allows various template attachments to be assigned to different sections and transactions on Tradogram.
VIEW VIDEO
View Video Icon
VIDEO
Play Icon
Contracts

Creating a General (Amount) Contract

November 16, 2022
May 16, 2022 7:55 AM
Learn how to establish a contract arrangement from which multiple purchase orders can be created, using general amounts for the contract terms.
VIEW VIDEO
View Video Icon
Play Icon
Contracts

Creating a Fixed (Item Quantity) Contract

November 23, 2022
May 16, 2022 7:44 AM
Learn how to establish a contract arrangement to create multiple purchase orders from by using a fixed item quantity arrangement.
VIEW VIDEO
View Video Icon
VIDEO
Play Icon
Projects

Creating New Projects

November 14, 2022
May 16, 2022 7:43 AM
Learn how to create projects on Tradogram to track budgets and orders for a particular job or event.
VIEW VIDEO
View Video Icon
Play Icon
Invoices

Creating Invoice Records

November 24, 2022
May 16, 2022 7:42 AM
Learn how to create an automated 2-way match between what was placed on a purchase order and payments requested on an invoice document.
VIEW VIDEO
View Video Icon
VIDEO
Play Icon
Budgets

Creating Budgets

November 14, 2022
May 16, 2022 7:40 AM
Review how to create budgets for different levels and divisions within a company.
VIEW VIDEO
View Video Icon
VIDEO
Play Icon
Requisitions

Creating Requisitions

November 18, 2022
May 16, 2022 7:38 AM
Find out how to create requisitions (indications of internal company requirements for goods and services) by reviewing this video walk-through.
VIEW VIDEO
View Video Icon
VIDEO
Play Icon
Requests

Creating Requests

October 20, 2022
May 16, 2022 7:38 AM
Create Request (RFQ/RFX) documents to forward to one or more suppliers by following the process in this guide.
VIEW VIDEO
View Video Icon
VIDEO
Play Icon
Purchase Orders

Creating Purchase Orders - video

November 23, 2022
May 16, 2022 7:36 AM
Watch this video to review the simple process of creating a purchase order on Tradogram.
VIEW VIDEO
View Video Icon
VIDEO
Play Icon
Integrations

Quickbooks Online Integration

July 9, 2019
May 16, 2022 7:35 AM
Integrate Tradogram’s purchase order and procurement system with QuickBooks Online by following this configuration guide.
VIEW VIDEO
View Video Icon
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
By using this website, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts. View our Privacy Policy for more information.
DECLINEACCEPT ALL