FEATURE FAQS

How can a customer be added to the system to the sales portal?

After creating a free account, a customer will need to add the account from which sales orders should be received to their own Tradogram account by adding a new supplier profile. To do so, the customer needs to:

  1. Click on “Suppliers” from the toolbar on the left
  2. Select the “Add New Supplier” option in the top right of the supplier window
  3. Populate the mandatory fields on the new supplier form marked with an asterisk (*), including Company Name, Postal Address, and a supplier Contact Name and Email Address (the email address entered should be a point of contact that owns a Tradogram account that will be issuing sales orders)
  4. Scroll to the bottom of the page and click on “Save Supplier” from the bottom right of the supplier form page to confirm and save the supplier profile

Once the supplier profile is added, the customer will need to connect with the supplier profile. To do so, the customer needs to:

  1. Click on “Suppliers” from the toolbar on the left
  2. Click on the supplier’s profile
  3. Click on the “Connect” option at the top right of the supplier’s profile page

In addition, if the customer intends to receive sales orders on their account, the option to receive those documents must be enabled for their account. In order for them to do so, they must:

  1. Click on the dropdown menu at the top right of the screen, and select “My Profile”
  2. From the edit profile page, check off the “Allow suppliers to send sales quotes to me.” option
  3. Click “Save Profile” to update and confirm the changes to the account’s settings

Finally, the customer must also indicate a public delivery address from their account to which the sales order can be assigned. In order to do so, the customer must:

  1. Click on the dropdown menu at the top right of the screen, and select “Manage Branch”
  2. Select the “Addresses” tab from the panel on the left
  3. Click on the “Edit” option for an address, located under the “Actions” column of the address directory
  4. Check off the “Allow suppliers to choose this address as the delivery address for sales orders.” option in the address profile
  5. Click “Save Address” to update and confirm the changes to the address profile

Once the customer has taken these steps, the customer’s profile will become available on the supplier’s Tradogram account as part of the customer database (which can be reviewed by clicking the “Customers” tab in the toolbar on the left). The customer may then also freely issue purchase orders and/or receive sales orders to/from the supplier’s Tradogram account through the system.

FEATURE FAQS

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