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KNOWLEDGE BASE
TUTORIAL VIDEOS
Choose a video category below to discover what Tradogram can do for you.
Categories
Getting Started
Profile Setup
Managing Your Profile
Messaging
Tradogram Support Resources
Implementation Guide
Manage Company
Company Profile Setup
Adding a Company
Adding Users
Managing Users
Adding Companies
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
Managing Items
Matching Items with Suppliers
Custom fieldsets
Item Bundles
Items & Inventory
Categories
Item Categories
Supplier Categories
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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Contracts
Creating a Fixed (Item Quantity) Contract
May 16, 2022 7:44 AM
Learn how to create projects on Tradogram to track budgets...
WATCH TUTORIAL
VIDEO
Projects
Creating New Projects
November 14, 2022
May 16, 2022 7:43 AM
Learn how to create projects on Tradogram to track budgets...
WATCH TUTORIAL
Invoices
Creating a P.O. Invoice
November 24, 2022
May 16, 2022 7:42 AM
Learn how to create an automated 2-way match between what...
WATCH TUTORIAL
VIDEO
Budgets
Creating Budgets
May 16, 2022 7:40 AM
Review how to create budgets for different levels and divisions...
WATCH TUTORIAL
VIDEO
Requisitions
Creating Requisitions
November 18, 2022
May 16, 2022 7:38 AM
Find out how to create requisitions (indications of internal company...
WATCH TUTORIAL
VIDEO
Requests
Creating Requests that end in Purchase Orders
May 16, 2022 7:38 AM
Create Request (RFQ/RFX) documents to forward to one or more...
WATCH TUTORIAL
VIDEO
Purchase Orders
Creating a Purchase Order
November 23, 2022
May 16, 2022 7:36 AM
See our tutorial on creating a purchase order in Tradogram.
WATCH TUTORIAL
Integrations
Quickbooks Online Integration
May 16, 2022 7:35 AM
Integrate Tradogram’s purchase order and procurement...
WATCH TUTORIAL
Integrations
Quickbooks Desktop Integration
July 9, 2019
May 16, 2022 7:33 AM
Integrate Tradogram’s purchase order and procurement...
WATCH TUTORIAL
VIDEO
Manage
Importing And Exporting Data
July 9, 2019
May 16, 2022 7:31 AM
Learn how to import and export different data sets to...
WATCH TUTORIAL
Approvals
Configuring Approval Rules
August 14, 2023
May 16, 2022 7:27 AM
Learn how to create and configure approval workflows to manage...
WATCH TUTORIAL
TUTORIAL
Categories
Supplier Categories
May 16, 2022 6:09 AM
Learn how to configure supplier databases, as well as categorize...
WATCH TUTORIAL
VIDEO
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