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Managing & Tracking Deliveries

November 24, 2022

May 16, 2022 8:02 AM

Once purchase orders are created, find out how to track and manage delivery information as it becomes available from suppliers and carriers.

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Managing & Approving Requisitions

May 16, 2022 8:00 AM

Learn more about how to manage requisitions once they’re routed through an approval workflow.

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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.

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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

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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.

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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.

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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.

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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.

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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.

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Creating Budgets

November 14, 2022

May 16, 2022 7:40 AM

Review how to create budgets for different levels and divisions within a company.

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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.

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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.

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