Tradogram allows you to manage both sides of your business within a single platform. If you need to issue sales orders or manage outgoing quotes, you can activate the Sales Portal using the steps below.

How to Enable the Sales Portal

To unlock sales functionality, you must update your company profile settings:

1. Click the Dropdown Menu (your name/avatar) at the top right of the screen and select Manage Company.
2. Select the Company Profile Settings tab from the left-hand panel.
3. Locate the field labeled "Use Tradogram for" and change the selection to "Both purchases and sales".
4. Click Save Company at the bottom right to confirm your changes.

How to Access the Sales Portal

Once enabled, you can switch between your Purchasing and Sales views directly from your dashboard:

1. Click on Dashboard in the left-hand toolbar.
2. Look for the "Toggle Purchasing/Sales View" button located partway down the screen.
3. Click this toggle to switch the interface to the Sales Portal.

Important Considerations

• Current Development: Please note that the Sales Portal is currently in active development. New features and refinements are added regularly to enhance the selling experience.
• Customer Requirements: At this time, for you to issue a Sales Order to a customer through the system, that customer must have their own Tradogram account.

Success Tip: Use the Sales Portal to manage your outgoing revenue and quotes with the same organized workflow you use for your purchasing. If you are having trouble seeing the toggle button after saving your settings, try refreshing your browser page.

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