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KNOWLEDGE BASE
TUTORIAL VIDEOS
Choose a video category below to discover what Tradogram can do for you.
Categories
Getting Started
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Managing Your Profile
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Tradogram Support Resources
Implementation Guide
Manage Company
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Adding a Company
Adding Users
Managing Users
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User Permissions
Tax Codes
Managing Accounting Links
Tradogram Views
Manage Branch
Branch Profile Setup
Adding & Managing Users
Managing Users
Adding & Managing Departments
Adding & Managing Addresses
Approval Configuration
Managing GL Accounts
Adding Default Terms
Creating Fillable Forms
Branch Custom Options
Importing & Exporting Data
Integrations
Quickbooks Online Integration Configuration
Quickbooks Desktop Integration
Configuration
Xero Integration Configuration
Suppliers
Adding Suppliers
Managing Suppliers
Matching Items with Suppliers
Supplier View
Supplier Portal
Inviting Suppliers to Tradogram
Items
Adding Items
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Custom fieldsets
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Items & Inventory
Categories
Item Categories
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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
Expenses
Creating Expenses
Managing Expenses
Requests
Creating Requests
Managing Requests
Managing Supplier Negotiations
Comparing Supplier Offers
Viewing & Responding to Requests as a Supplier
Contracts
Creating A Fixed Contract
Creating A General Contract
Managing Contracts
Purchase Orders
Creating Purchase Orders
TradoCart
Managing Purchase Orders
Deliveries
Creating Deliveries
Managing & Tracking Deliveries
Invoices
Creating a Po Invoice
Managing Invoice Records
Non-PO Invoices
TradoScan AI - AP Automation
Reporting
Reporting in Tradogram
General Use
TradoCart
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Tradoscan AI
Tradoscan AI - Uploading a Sales quote to a Purchase Order
November 25, 2025 4:37 PM
Upload vendor sales quotes to create Purchase Orders
WATCH TUTORIAL
Mobile App
Navigating the Mobile App
July 22, 2025 3:25 PM
In this tutorial, learn how you can navigate the...
WATCH TUTORIAL
TUTORIAL
TradoPay
TradoPay - How to Make Payments
July 22, 2025 3:22 PM
Check out this video to learn how you can pay...
WATCH TUTORIAL
TUTORIAL
TradoPay
TradoPay - How to Add Payees
July 22, 2025 3:12 PM
In this video, learn how you can add your suppliers...
WATCH TUTORIAL
TUTORIAL
Dashboard
Navigating the Tradogram Dashboard
July 22, 2025 3:05 PM
In this video, check out how to navigate the new...
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TUTORIAL
TradoPay
How to Activate TradoPay
July 18, 2025 2:53 PM
In this video, we will walk through how to activate...
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VIDEO
Testing Approval Rules
Testing Approval Rules
June 4, 2025 3:38 PM
Learn how you can test your approval rules in Tradogram...
WATCH TUTORIAL
TUTORIAL
Accepting Multiple Supplier Offers on a Request
Accepting Multiple Supplier Offers on a Request
May 28, 2025 3:04 PM
Learn how you can accept multiple offers on a request...
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TUTORIAL
Submitting a Supplier Review
Submitting a Supplier Review
May 28, 2025 2:57 PM
Learn how you can review and grade your suppliers after...
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TUTORIAL
Making an Offer for your Supplier
Making an Offer for your Supplier
May 28, 2025 2:55 PM
Learn about how to make an offer on a Tradogram...
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REQUESTS
Invoices
Reviewing an Invoice
May 21, 2025 3:55 PM
Learn how to review and manage the details of an...
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Adding a Credit Note
Adding a Credit Note
May 21, 2025 1:05 PM
Learn how to add credit notes to invoices in Tradogram
WATCH TUTORIAL
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