To facilitate a seamless buyer-seller relationship in Tradogram (such as sending Sales Quotes or receiving Purchase Orders), the Customer must first establish a digital connection with your account. This process ensures both parties are linked for automated document exchange.

Adding and Connecting to the Supplier

The customer must first add your company as a "Supplier" in their own Tradogram account:

1. Add Supplier: Navigate to the Suppliers tab and select Add New Supplier.
2. Enter Details: Fill in the mandatory fields (*). Crucial: The email address entered must match the email used for the Tradogram account that will be issuing the Sales Orders.
3. Request Connection: Once the profile is saved, click into the supplier’s profile and select the Connect button at the top right.

Enabling Sales Document Reception

For the customer to actually receive Sales Quotes or Orders, they must toggle a specific permission in their profile:

1. Click the user dropdown (top right) and select My Profile.
2. Under the settings, check the box: "Allow suppliers to send sales quotes to me."
3. Click Save Profile.

Setting a Public Delivery Address

Finally, a delivery location must be marked as "Public" so the Sales Order has a destination:

1. Navigate to Settings > Branch Profile (or Manage Branch).
2. Select the Addresses tab.
3. Click Edit on the preferred delivery address.
4. Check the box: "Allow suppliers to choose this address as the delivery address for sales orders."
5. Click Save Address.

What Happens Next?

Once these three phases are complete:

• The customer’s profile will automatically appear in your Customer Database (found in the "Customers" tab on your sidebar).
• You can now issue Sales Quotes and Orders directly to them.
• The customer can freely issue Purchase Orders back to your account.

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