Miscellaneous Features

Teams:
The teams window in Tradepoint is an easy and intuitive way to group staff members in teams.  Once teams are created, you can then choose to invite individual teams to staff meetings, mass emails, projects and every other area of Tradepoint.  This saves re-entering staff names multiply throughout our software

Supplies:
Supplies contains all of the orders created for products that will not be sold to customers or put as part of our processes.  Office supplies are the best example: Staplers, filing cabinets, chairs, desks, laptops.  All are needed run your company however none are re-sold to customers.   Tradepoint keeps a complete accounting trail of all supplies purchased and there is never a need to re-enter purchasing data for your office supplies.  There is such power in our simplicity

Price Lists:
Price lists are great for seasonal sales, or customers that have discounts for your product, like re-sellers compared to end customers.  Simply create a price list scheme that works for each customer or general store sale and all of your invoices and pricings will be adjusted accordingly.  No need for adjustments at the till or adjustments on every invoice.  Let Tradepoint do all of your adjusting for you. You can add special price lists and remove price lists at any time for any type of customer or purchase.

Profiles:
Profiles is the area used to track, create and maintain your TradepointWork Center windows.  This area is still under revision and will be become an extremely powerful feature as Tradepoint grows.

Templates:

Templates are handy for mail merges or documents that are repeatedly done that require a certain look or feel.  Simply create a template in word or management file, save that file into Tradepoint and Tradepoint can then use that file as a template for every following that needs to be created.  A template for a monthly newsletter is a perfect example for proper template use.  Simply specify where your company logo will be placed on the page, where the company contact information will be placed on each page and any other important data and Tradepoint will able to use that established template for any future publications over the web or in print. 

Password Manager: 

It is good practise for every password you own to be changed once at week or at least once a month.  That may sound like a lot, but it is truly what is suggested by tech experts around the world.  Tradepoint allows you to keep track of hundreds of passwords at a time through our integrated Password Manager Console. You can even search on the passwords or password groupings to quickly find a password that you may need.  We take care of the big solutions of your business while attending to even the smallest details of business management

Expense and Expense Reporting:
This area is an area that your staff can add their own expenses for your company.  The expenses are not accounted for until they are approved by someone in management. Some common expenses would be hotel bills, travel bills and others.   Automate every sequence along the way and then your managers won’t get bogged down with paperwork at the end of every week or month.  No need to pass invoices to accounting or other manager types. Have your staff submit accounting expenses themselves and simply approve each expense at the appropriate time.  Once again another example where a little detail can save your corporation a great deal of time and money.

Options:

The options window is a window where you can customize every area of Tradepoint through one location.  From this window you can quickly configure statuses, categories, job titles, window behaviours and every other section of Tradepoint.   Tradpeoint always allows you multiple ways of doing the same task.  You can press the + button on each window and enter the options section from each window you are working in, or you can choose to enter the global options window and configure your Tradepoint all at once.  The choice is yours.  Quite often a blend of both is performed when creating and maintaining your systems.   This concept is not unlike how you can adjust accounting data through the Tradepoint General Ledger or through each client / customer window.

Terminal Settings:
These settings are here to customize some of the invisible areas of Tradepoint; how often Tradepoint synchronizes in the day, when to update Tradepoint and so on.  This window will also grow as different Tradepoint schemes can be implemented. 

Help:

The Tradepoint help section not only carries descriptions on how to use every area of the Tradepoint software, but also enables you to see where we are as a company in fixing bug reports, allow you to enter your own bug reports or product suggestions.  It even tracks what the latest downloaded update has changed or improved in your Tradepoint software package.