Categories

Setup & Configuration

Profile Setup

Managing Your Profile

Manage Company

Company Profile Setup Adding a Company Adding Users Managing Users Adding Companies

Manage Branch

Branch Profile Setup Adding & Managing Users Adding & Managing Departments Adding & Managing Addresses Approval Configuration Managing GL Accounts Adding Default Terms Adding Fillable Forms Branch Custom Options

Integrations

Quickbooks Online Integration
Configuration Quickbooks Desktop Integration
Configuration NetSuite Integration Configuration Xero Integration Configuration Common Errors

Suppliers

Adding Suppliers Managing Suppliers Matching Items with Suppliers Supplier View Supplier Portal Inviting Suppliers to Tradogram

Items

Adding Items Managing Items Matching Items with Suppliers Custom fieldsets Item Bundles Items & Inventory

Categories

Item Categories Supplier Categories

Inventory

Managing Inventory Fulfilling Requisitions From Inventory

Budgets

Creating Budgets Project Splitting Managing & Tracking Budgets

Projects

Creating Projects Managing & Tracking Projects

Transactions

Requisitions

Creating Requisitions Managing Requisitions Requisition Best Practices

Expenses

Creating Expenses Managing Expenses Expenses Best Practices

Requests

Creating Requests Purchase Orders Managing Requests Managing Supplier Negotiations Comparing Supplier Offers

Contracts

Creating A Fixed Contract Creating A General Contract Managing Contracts Contract Best Practices

Purchase Orders

Creating Purchase Orders Managing Purchase Orders PO Best Practices

Deliveries

Creating Deliverie Managing & Tracking Deliveries Delivery Best Practices

Invoices

Creating Invoice Records Managing Invoice Records Non-PO Invoices Invoice Best Practices
(Accounts Payable)OCR

Reporting

Reporting in Tradogram Reporting Best Practices

General Use

Implementation Guide Tax Codes Tradogram Views Managing Accounting Links Cartscan Tradogram Mobile App Messaging Importing & Exporting Data User Permissions

Process Videos

Purchase to pay 3-way Match Approvals Start to Finish

Getting Started

Support Resources

In this video, you will learn about the various support resources available to you and your team from Tradogram

Projects

Budgets

Suppliers

General Use

Manage Company

Profile Setup

Adding suppliers

PO Due Date

edit PO due date

delete items

manage items

supplier acceptance

require supplier acceptance

acceptance

edit PO

importing

email address

supplier reviews

supplier evaluations

reviews

review

evaluations

evaluate

supplier approvals

approving suppliers

Filters

Dashboard

switch branch

supplier database

link

clone

app

iOS

mobile application

mobile app

application

android

visibility

user's visibility

Permissions

Sage

Quickbooks

QB

Oracle

Onelogin

integrate

ERP

accounting software

my profile

edit profile

Purchase Order

creating purchase order

CartScan

cart scan

bundles

bundled items

bundle

Credit Note

Add Credit Note

Multiple Requisitions

Use of Fillable Forms

Organise List of Fillable Forms

Organise Forms

Reactivate Fillable Form

Inactive Fillable Form

Deleting Fillable Form

Fillable Form Templates

Edit Fillable Forms

Create Fillable Forms

Templates

Forms

Fillable Form Comparison

View Unused Purchase Order Numbers

Used Purchase Order Numbers

Used PO Numbers

Skipped Purchase Order Numbers

Skipped PO Numbers

Purchase Order Numbering System

Multiple PO Numbering Systems

No Purchase Order Numbering

Serial Number

Custom Purchase Order Number

Rule

Approval Rule

Rejection

Reject Transaction

Reject Document

Edit Transactions

Edit Documents

Approver

Rejected Approval

Notifications

Email Alert

Alerts

Configure Approval Rule

Levels of Approvals

Criteria

Approval Criteria

Purchase Order Billing

Designated Billing Address

RELATED VIDEOS

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