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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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Implementation Guide
Manage Company
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Adding a Company
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Managing Users
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Tax Codes
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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
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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
Managing 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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Supplier Self Onboarding - Buyer
Onboarding Your Suppliers with Supplier Self Onboarding
June 11, 2024
June 11, 2024 10:36 AM
Learn how you can set up self-onboarding for your...
WATCH TUTORIAL
Common Quickbooks Desktop Errors and how to troubleshoot
January 22, 2024
January 22, 2024 9:41 AM
In this tutorial video we will show you how to...
WATCH TUTORIAL
Getting Started
Support Resources
December 21, 2023
December 21, 2023 5:27 PM
In this video, you will learn about the various
WATCH TUTORIAL
Integrations
Sage 300 Integration
December 21, 2023
December 21, 2023 5:03 PM
In this tutorial video, we will show you how to...
WATCH TUTORIAL
Company Setup
User Permissions
December 15, 2023
December 19, 2023 12:03 PM
In this video, we will take a comprehensive look at...
WATCH TUTORIAL
TradoScan AI - Uploading an Invoice
TradoScan AI - Uploading an Invoice
September 27, 2024
November 15, 2023 11:03 AM
Learn more about how to upload an invoice through TradoScan...
WATCH TUTORIAL
Integrations
Xero Integration
June 9, 2023
June 9, 2023 11:50 AM
In this tutorial video, we will show you how to...
WATCH TUTORIAL
Manage
Bulk Updating Information in Tradogram
May 26, 2023
May 26, 2023 3:21 PM
How to bulk update information such as suppliers, items, projects...
WATCH TUTORIAL
Getting Started
Filling Out the Tradogram Implementation Sheet
January 5, 2024
April 14, 2023 10:20 AM
In this video, we will show you how to fill...
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Invoices
Creating a Non-PO Invoice
February 2, 2023
February 2, 2023 10:29 AM
In this tutorial video, you will learn how to create...
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Messaging
Messaging in Tradogram
January 27, 2023
January 27, 2023 10:52 AM
In this tutorial video, we will show you how to...
WATCH TUTORIAL
Punch-Out
Creating Transactions with TradoCart
September 27, 2024
December 14, 2022 2:34 PM
In this tutorial video, we will show you how to...
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