1.1 Introduction to the Setup Guide with Tradepoint
Aug/25/2007
For companies who are choosing not
to use our Implementation Services, the articles in this section of the Support
are intended to walk you through the steps necessary to get started with
Tradepoint quickly.
The following is a basic outline of
the steps to get your business started using Tradepoint quickly. The outline
below provides an idea of the content covered in greater detail within the Quick
Start Support section for Tradepoint. The following articles will provide key
images and further detail with tips and tricks to keep in mind along the
way.
1. Your Company
Profile-Since your activity will be organized and tracked by
Company Profile create a Company profile within Tradepoint through the Company
Settings icon found under the Tools tab. Several different types of information
and preferences can also be specified within your company profile dictating
which processed will be handled in the background of Tradepoint as you run your
business.
2. Your Employee
Profile-All activity will be tracked by user in a similar way that
all activity will be associated with a Company or Divisions of a Company. All
activity will be tracked by user profile so creating your profile is the second
thing you should do right after establishing your company profile. The following
3 articles will go into further detail about enabling specific details within a
Employee profile so you can use Tradepoint as quickly as possible.
If you have numerous
Employees within your organization and there is only one or more individuals
responsible for the Setup and Configuration of
Tradepoint, then establish your Employee profile initially and you can come back
at a later time and enter in the basic information needed for additional
Employees to login to
Tradepoint.
3. Establish Login and
Security Access-The default profile within Tradepoint will be
Administrator Settings. Create your Login and Password underneath the Security
Settings icon within your Employee Profile. Additional profiles for other
Employees can be added later with further definition in the Security Setting for
specific roles within your company. Tips are provided on how to quickly define
some of the most common Employee profiles used within Tradepoint in this
article.
4. Email
Setup-To get started using Tradepoint quickly setup your Email
Account within Tradepoint. One or more email accounts can be setup for each
Employee profile within Tradepoint with Incoming and Outgoing Server Settings
established in the Email Setup Section of the one Employee profile in the
Employees section of Tradepoint.
5. Activate your
Schedule-Setup a stream of time for your Office or Working Hours
to activate your Dynamic Schedule within Tradepoint. Assign that stream to your
won profile and your own Dynamic Schedule has been established within
Tradepoint. Adding other Employees to your schedule can be done at this same
time or at a later time when you add other profiles to Tradepoint.
6. Category &
Statuses-Tradepoint give you the ability to structure and
Categorize every type of information your company uses. Many organization do not
necessarily define every part of their company's information. This is why we are
offering suggestions as to what types of information are most commonly used and
some suggestions on how to get them setup quickly.
7. Data
Imports-Importing Data has numerous obstacles even when
circumstances are favorable. Whether it is a list of Customers, Suppliers,
Corporate Rolodex, Products and/or your General Ledger there are a number of
things you should keep in mind about managing your company's information. Here
we will go over with you the Data Import tool within Tradepoint as well as some
guidelines to keep in mind about your data in so you can make the most of the
Data Import tool that Tradepoint provides for you to get your data into
Tradepoint.
8.
Customize your Reports-Tradepoint has tools within
each Report to customize them in considerable detail. So you can use Tradepoint
as quickly as possible, this article will address the most requested
customizations for your reports.