Knowledge Base Article Data Feed/Support/RSS.ashx2026-05-20T15:25:59-04:00496aace7-4eea-44de-aaac-f1256cd33e142010-08-17T12:52:40-04:00How does Tradepoint handle timezones? Can I schedule an appointment for a user in a different time zone?ffa4a0d1-e885-4984-8124-92e24d908a2f2012-01-16T12:51:58-05:00 A linked Table of Contents searchable by topic. Click on a topic for the tutorial. 0e5908d8-9b19-4a28-ac47-6822dab793ab2012-01-16T11:10:13-05:00Product Management in Tradepoint9047749b-f5a2-4fcd-b783-7be5f1bc9f422012-01-16T11:10:26-05:00 Manage your Competition using this tool in Tradepoint to compare products and pricing. 36194437-2b3a-4918-a9b9-57bd9ccf58642012-01-16T11:10:13-05:00 The Accessories tool allows you to associate related Products to your Product listings on the Web. c3f7409c-9d11-4311-a521-9b521a3374412012-01-16T11:10:40-05:00 Ecommerce Web Site Management tools for your Product listings are found in this section of Products within Tradepoint. 3a426545-3697-4e83-a277-72f2afbceb662012-01-16T11:10:14-05:00 Ecommerce and Web Tools are found in this section with the ability to manage the structure of your Page Layout of your Product listing. 0da18d58-60ae-4760-aeb7-c0dc5593cfac2012-01-16T11:10:15-05:00 The Teaser Page allows you to add a short description of your Product that is searchable and indexable. 8cf244ea-dc1f-4c89-b8e9-3617654194552012-01-16T11:10:25-05:00 The Overview page allows you to create a Product listing overview that will be displayed on your website. The HTML Editor includes a number of editing tools to format text and add images as well. 92c931ff-7d12-4b1b-83f5-e6d15b5f35b82012-01-16T11:10:29-05:00 Custom pages allows you to create specific Custom Pages directly within Tradepoint. b0add132-7f3b-4198-9d6f-549a4752251f2012-01-16T11:10:26-05:00 Full Document Management capability is available for each of your Products. Any Documents you associate with your Products can be used internally for your staff or be posted externally through the Web Module to be publicly available. 8294265d-904b-4d34-84b1-16bdc53b1c4e2012-01-16T11:10:25-05:00 Image Gallery within products allows you to maintain multiple images associated with a Product. This is ideal for multiple views of one Product in a web listing or a photo gallery for your Product on your website. 8fa97d51-083f-4fb5-b42f-a868485616952012-01-16T11:10:27-05:00 Inventory Management includes a Valuation tool to track accurately costs associated with your Inventory on a Product by Product basis. b43d0ef6-16bc-412b-aac2-8dc257097c262012-01-16T11:10:39-05:00 Suppliers allows you to manage multiple Suppliers for each particular Product as a comparison tool for restocking Inventory. d7bdb7dc-6585-42ab-b04d-15bdfd66c2542012-01-16T11:10:37-05:00Inventory levels can be tracked and adjusted where necessary for each Product within the Supply Side Management tools in Tradepoint.1b8873a7-7a42-465d-8355-7241067846592012-01-16T11:10:13-05:00 Types is a dynamic tool allowing you to create various packaging structures for each of your Products in Tradepoint. 54927678-2312-4af5-90f8-84bf44e1fb242012-01-16T11:10:14-05:00 Multiple Price Lists can be generated and maintained within Tradepoint. Price Lists can be associated with each Product as necessary. ae46f5c0-8337-4ec5-874a-6819de9d29b32012-01-16T11:10:26-05:00 Specifications within Products are Custom fields. Each Product allows you to have custom fields allowing you to further manage specific information related to each Product. Specifications are searchable and indexable within Tradepoint. 300da801-371c-4a41-a9c3-bd68beff61b32012-01-16T11:10:15-05:00 How to create a document template in Microsoft Word so that you can pre-form a mail merge in Tradepoint is explained in this article. 4821e0a4-a8a5-4715-9c21-e0e6e51884e52012-01-16T11:10:16-05:00 This article outlines the fundamental structure for Tradepoint Enterprise as a business management software application. 6d033c52-6288-4984-a434-80d8e9469cc72012-01-16T11:10:27-05:00 Built-in troubleshooting tools incorporated into Tradepoint are explained in detail with this article. 240e5610-7774-4fc4-975e-2e4681753ebb2012-01-16T11:10:12-05:00A General Introduction to some of the business management concepts including 'Process Management Configuration' reflected in Tradepoint's design and layout as a business management software application are discussed within in this article.b4631a38-3e91-4e8f-be07-a9d620083f362012-01-16T11:10:40-05:00Process Management, one of the business management concepts built into Tradepoint, is handled with tools as those found in the Setup and Configuration tool provide you with the ability to redefine your business process as your business evolves. This article explains this concept.fcccad6c-09db-40a7-a576-5cbb55c9631c2012-01-16T11:10:38-05:00An Introductory article on the Data Import tool and the types of files that can be Imported into Tradepoint.3ac61f77-0a6a-4bd2-bfcb-285cf91b14ee2012-02-10T15:28:00-05:00 An introductory article on how to use the Setup and Configure Tool within Tradepoint. fa0b45c2-48cc-4b47-a534-905a7ad7e68e2012-01-16T11:10:39-05:00 A description of the layout of the Tradepoint window structure and functional icons. d7071ad0-0033-4c81-b37d-35e1068690882012-01-16T11:10:37-05:00 This article details the navigational tools found throughout Tradepoint. d8544882-d09d-474e-b0c3-75e582b0747a2012-01-16T11:10:39-05:00The functional iconography workflow found throughout Tradepoint is discussed in this article.3b226e29-ff8f-4447-b9cd-853e278970d52012-01-16T11:10:14-05:00 This article details the formatting of address information for mail merges, mass emails and entering in new Leads and Customers. 2eda2488-601e-469b-b767-416dee3e21312012-01-16T11:10:12-05:00 This article details the phone number formatting options within Tradepoint. 2b9ea208-d7a8-4fed-855a-461e0a19bd5a2012-01-16T12:09:30-05:00A list of the shortcut command keys available to use in Tradepoint.712394b2-3802-420c-9878-31ce6e06b6f12012-01-16T11:10:25-05:00 A general introduction is outlined in this article to the layout of the Company Setup window and tools available within this section to establish the basic operational parameters for your Company. 9123e7f3-6ed5-4b5a-a84a-3abb27633dab2012-01-16T11:10:25-05:00 Setting up your Company's information in Tradepoint is illustrated here. d94f7255-beda-4a4e-bf2a-dd7473a983922012-01-16T11:10:41-05:00 Accounting Preferences can be assigned within the background of Tradepoint automating your Accounting processes giving your Company more automated Accounting Software functionality as an integrated function of Tradepoint. ef07d5de-f531-4a9b-aa60-c6aa1774a6cd2012-01-16T11:10:41-05:00 Specify the languages you would like to localize Tradepoint in with this tool in the Company Setup as a tool to be used in conjunction with translations services. As a general guideline, there is no substitute for translation delivered by a professional translator. 1e51d52f-41e9-4fa2-ae0b-4824c8559e822012-01-16T11:10:13-05:00 Web site configuration tools to set the fundamental parameters for your web site formatting are availble within this section of Company Setup in Tradepoint. 2a5138ba-be62-40eb-8748-5090f9c977d42012-01-16T11:10:13-05:00 Establishing your Company Division is explained in this article. 4507f18f-79ff-4d87-b607-eb4056534f412012-01-16T11:10:16-05:00 The Documents section of Company Setup allows you to attach any Documents relevant to your Company Structure. 0d540809-61d0-4720-a9a7-3570ea8dcf2b2012-01-16T11:10:12-05:00 Tools for configuring the parameters of your website can be defined through the tools in this section of Company Setup. 435b73e0-19b5-46ea-88e5-33fbe88b3bb02012-01-16T11:10:12-05:00 Entering in basic contact information for your Company Division in Tradepoint is illustrated in this article. 1328798f-4ac7-42db-9815-e2f16fbb2bac2012-01-16T11:10:16-05:00 Assigning Employees to a specific Company Division is illustrated in this article. 0eaf98e2-313c-4a7f-81b1-45ec50f669d42012-01-16T11:10:12-05:00 Establish your Company's Chart of Accounts and edit the structure of an existing Chart of Accounts directly from this section of Tradepoint. b56209a0-277d-4fc7-8c10-6b7c0d9d2cd72012-01-16T11:10:39-05:00 Establish and Edit any Sales Taxes relevant to your Company's Operations so they are applied automatically to all relevant sales your Company achieves. 95284a03-eceb-4e90-af33-fcc5df9b0e5d2012-01-16T11:10:29-05:00 Assign and define Departments complete with a General Ledger Account and Assigned Staff for your Company or a Division within your Company is outlined in this article. 0f9db77c-5da3-4cb2-b9c6-f08148ba90182012-01-16T11:10:16-05:00An Introduction to Employee management and the Punch Clock functionality is explained in this article.a2a49969-aa1b-494e-929e-d7d48ddc2c132012-01-16T11:10:28-05:00 Advanced Email Settings can be adjusted within an Email Account. In many instances these Settings will not need to be adjusted. 7b1e85c1-f0aa-4847-b237-eb179a97fc9c2012-01-16T11:10:29-05:00 Establishing the parameters for how your Schedule will be displayed within Tradepoint is explained in this article. f54eccb7-12fc-4a44-8685-107a021a36f02012-01-16T12:04:44-05:00 The Availablility Stream within an Employee profile allows the ability to manage more than one set of hours for any given Employee. 63914918-b26e-48cf-b199-666b422b80cb2012-01-16T11:10:26-05:00 How Holiday Hours will be displayed automatically within an Employee profile if they are established in an Employee's profile is explained in thsi article. f02c623f-8c29-4703-978f-064321f8e31c2012-01-16T11:10:37-05:00 Should an Employee have an alternate schedule, Special Availability allows an alternate set of hours to be established within an Employee Profile. 463aa339-a386-42d7-8316-9882effa722f2012-01-16T11:10:15-05:00 The Appointment Book Section of Employees enables multiple Employee Schedules to be viewed by others and vice-versa if thsi section is enabled. 67ac16e8-470d-48e3-ac13-c049c48d7ccd2012-01-16T11:10:28-05:00 Appointments in Employees will keep a record of each Appointment an Employee is assigned to or creates as long as their profile is active within Tradepoint. b6bc8cfa-093c-470a-bb04-62c5e983f2d02012-01-16T11:10:38-05:00 The Tasks icon in Employees will keep a record of each Task that an Employee has been part of since their profile has been active within Tradepoint. 9bdc4097-a948-426e-b64d-a72756feb30b2012-01-16T11:10:27-05:00 Products On Loan allows you to track any Product you provide for an Employee. Examples include, Cell phones, laptops, or company cars for a sales force. 5ac80e2d-6cc2-4cfe-8584-4702369707ab2012-01-16T11:10:13-05:00 How to use the address wizards in Tradepoint to enter in Contact Information within an Employee file in the Employee section of Tradepoint. 62d2299d-0066-48e3-bf80-39e71ec49ade2012-01-16T11:10:25-05:00 An explanation on how to track Employee Expenses with each Employee through this section. cf19dc18-7138-4944-8f70-14da69c417fd2012-01-16T11:10:37-05:00 How to track any oustanding Expenses for an Employee is explained in this article. 392aa399-5bf4-4bd3-8651-c7a4b10f10282012-01-16T11:10:15-05:00 The functionality of the Personnel File as a tool for Employee reviews is illustrated in this article. 48591922-6665-44a6-b85b-2e4a3d9fbb792012-01-16T11:10:12-05:00 Each Employee profile has complete Document Management capability for such Documents as Applications, tax forms, copies of Driver's Licenses, etc. 68896623-7c5d-4880-93c4-bb534fe6b9be2012-01-16T11:10:28-05:00 A general Notes section is available for each Employee profile in Tradepoint. 6759e11b-ad0c-4d25-9ad0-6551a39190282012-01-16T11:10:26-05:00 How to Assign to an Employees User Access Profile relevant Security Settings within an Employee's profile. fcd48046-6b20-4c86-95ca-14878348b31c2012-01-16T11:10:37-05:00 An introduction to the structure of the Security Settings window allowing you to create role based user access profiles based on security settings. b870744a-4067-4f58-b1be-dc6931cb93342012-01-16T11:10:41-05:00 Multiple Preferences for the interface can be set for each Employee within this section of Employees in Tradepoint. ca17c296-fd08-4c44-ad3d-59397c882b9c2012-01-16T11:10:38-05:00 Attributes within Employees allows you to set Custom fields for detailed information for your Employees such as Education and Skill levels. a205c5ce-1e6a-4a3a-8e83-d85ecd60fd242012-01-16T11:10:28-05:00 The Email Settings Tab in Tradepoint allows you to set the Email Settings within an Employee's profile for one or more Email accounts in Tradepoint. 50ba42e1-e67a-4876-8c35-6cfa140d432c2012-01-16T11:10:13-05:00 This article explains how to set the basic Incoming and Outgoing Server Settings for an Email Account in Tradepoint. fd66ca3c-d0b6-4bec-845b-18f494fb24242012-01-16T11:10:37-05:00 An explanation on how to set your Incoming Server Settings for your Email in Tradepoint. 021e2890-aef4-4a1f-b6f5-992752dbddef2012-01-16T11:10:15-05:00 An explanation on how to set your Outgoing Server settings in Tradepoint for an Email Account. dcba08e5-db7d-4755-a748-3b3282f155ca2012-01-16T11:10:38-05:00 An overview of Tradepoint's CRM structure and capability is outlined in this article. 788fbc59-daf0-4d1e-ab44-f1bb277a108f2012-01-16T11:10:29-05:00 Products of Interest within a Lead allows you to track a Product that a potential customer is interested in. If that Lead becomes a Customer then any Products of Interest that are actually purchased will transfer into a Customers Products owned section. e0c90914-6b9b-4bcd-8083-2a59ee2c35db2012-01-16T11:10:37-05:00 Within Tradepoint CRM, Customers has a Notes section for any information that does not fit within a Customer's contact. 75a8db8c-937b-4095-8f6c-2b09273f7a2c2012-01-16T11:10:25-05:00 An article explaining Quotes within the CRM section of Tradepoint and how they can be generated from each Lead, Customer or Reseller Contact. 6aa2794d-cadb-4203-a29e-f94373ab9fe82012-02-10T15:28:00-05:00 The structure of the functionality built into the Quotes window within Tradepoint CRM is explained in this article. 473f5295-3cf9-49c0-9383-ad923a4da07a2012-01-16T11:10:15-05:00 This article explains how detailed shipment information can be added to any Quote created within Tradepoint CRM. 7ff37b38-d66a-4ee0-9f3f-aa230bf280262012-01-16T11:10:27-05:00 Business to Consumer contacts can be created and managed within Tradepoint CRM. This article explains how. 6c911a23-6fbb-439f-9c75-d09eafee32082012-01-16T11:10:28-05:00 Managing personal data for a Business to Consumer Contact is explained in this article. 5d7d57c2-27d8-4921-b63d-3664c35362722012-01-16T11:10:25-05:00 For anyone using one of our Ecommerce solutions the web activity per contact can be managed within this section of the CRM component of Tradepoint for each Consumer to Business contact you have on file. 367dfb88-35df-48b3-933c-cbc5794f0bec2012-01-16T11:10:16-05:00 Any Products on Loan for a Business to Consumer Contact can be tracked through this section of the CRM functionality. Products on Loan would be used for anything you lend out to a Customer, typically any item that is tested before purchased. 23a55eae-aee5-45d2-9443-86e3a89c99742012-01-16T11:10:14-05:00 Lead Details is one of the Lead tracking tools within Tradepoint's CRM section. Lead Details allows you to specify and track the sources of a Lead and many other details as well. 45b86957-b1ba-444f-95d7-43d392a978d22012-01-16T11:10:12-05:00Assigned Staff is a tool within the CRM section of Tradepoint which allows companies who use multiple staff members who maintain accounts to be assigned through this section.37b13816-2d01-47b0-a441-6bc2ac1be1102012-01-16T11:10:13-05:00 Tradepoint's CRM section includes the ability to generate RFQ's (Requests for Quotations) on a per contact basis. 5f35bbcf-ee57-4336-b738-f657bb3c5b2b2012-02-10T15:28:00-05:00 This article explains the RFQ window within the CRM section of Tradepoint Business Management Software. 8f7b0f95-3035-464f-8741-6d3b74e5cefe2012-01-16T11:10:26-05:00The 3rd party information tab is a sales tracking tool within the CRM section of Tradepoint which allows you to track referrals through a Reseller.55b2d4a4-f2fb-4c71-809e-8e46786b26812012-01-16T11:10:14-05:00 A CRM article outlining how to enter in and edit Contact information to a Contact's file. ba33d856-ec06-4d7e-ba82-7efc32ef79a32012-01-16T11:10:39-05:00The CRM section includes, Enquiries which is a tool to track simple Enquiries into your Company about any Products and Services your offer. 84af7185-7ecb-4c80-b700-e4e2037fcefc2012-01-16T11:10:29-05:00 CRM within Tradepoint provides a robust tool to manage any outward sales efforts using Source Lists from such places as Harris & Harris Infosource, SK & A Hospital data and many others. 4c7c0c68-857e-4e3a-a11b-a2a2dd0e61b62012-01-16T11:10:15-05:00The enquiries section of Tradepoint CRM allows you to keep organized notes for every enquiry that are easily queried at a later date. Tradepoint CRM also allows you to use your enquiries data to create reports that even show ROIC (return on investment capital) for your marketing promotions. You will be able to see directly how your marketing initiatives have a result in new leads generated for your company.b06cc5e3-1cee-48f9-b194-086f5291636c2012-01-16T11:10:25-05:00 Within the CRM section of Tradepoint you can track all communications and Support on a per contact basis. 4904efe9-20cc-46dd-a5be-4b35278fe8732012-01-16T11:10:13-05:00Appointments can be managed on a per contact basis or through the schedule. The CRM section of Tradepoint allows you to generate Appointments within each contact. 95a43648-cf04-4ad0-81cb-f43c7c2f361a2012-01-16T11:10:29-05:00 The CRM section of Tradepoint gives you the tools to create Tasks associated with each contact or independently. This article explains briefly how to create a Task. d8032bee-2501-42b5-a40b-ec655300943b2012-01-16T11:10:41-05:00 CRM and Project Management functionality are integrated within Tradepoint with the ability to associate Projects with several different types of Contacts. 794937a7-f9b7-431d-96f4-65c4239d78e22012-01-16T11:10:26-05:00Email is integrated within Tradepoint allowing you to assign respective emails to a contact within the CRM section or to a Project or file folder.43877a08-af5d-4695-a388-1bed85e1422b2012-01-16T11:10:12-05:00 This article explains how to manage your Customers Account information, Payment arrangements within the CRM section in Tradepoint. a5fdc0e1-c044-4b62-aabc-0b2ba938ed4e2012-01-16T11:10:25-05:00Document Management is redefined with the robust ability to manage Documents in an easy to find location or on a contact by contact basis throughout Tradepoint CRM.66915fa5-559a-4b1c-85b5-22f32b76c1752012-01-16T11:10:25-05:00 Managing your Account Information on a contact by contact basis for your contact's Credit Limits, Shipping and Price List information is illustrated in this article. 0dccf94b-094d-4b01-a133-e3ca25dd0e062012-01-16T11:10:16-05:00 The explanation on the ability to manage and generate Orders is provided through the Orders icon in the toolbar of both Customers and Resellers within the CRM section of Tradepoint. 331c9122-9216-49fe-b39f-6d27c39a49052012-01-16T11:10:13-05:00 Company details within Tradepoint's CRM provides tools to manage information about Customers and Leads about the Details of a Comapny such as Number of Employees, Locations and Revenue. 01650c48-2b45-48d1-9f95-097700ce5d0f2012-01-16T11:10:12-05:00 The CRM section of Tradepoint provides the functionality so Invoices can be generated separately or directly from a Contact file. c294cd53-ca8d-434f-87bf-b6d99eaaca9e2012-01-16T11:10:40-05:00Tradepoints's CRM section allow's for each contact to have the Payables managed directly from within the contact through the Account tab. 8ffb823e-5880-4676-949f-36f2d106f10d2012-01-16T11:10:25-05:00Purchase Orders can be managed through each Customers and Resellers contact within Tradepoint.4cc3d9d9-34ab-4b49-8478-acea23f3b9322012-01-16T11:10:15-05:00 Tradepoint's CRM allows Bills to be generated and managed through each Customers and Resellers contact. 000de038-053d-4419-aef9-ce5db68839512012-01-16T11:10:16-05:00 Your Data is a section allowing you to create Custom field specific to your business process. These fields are searchable and indexable within Tradepoint. b319b602-5c88-4064-a0c5-a6e474bfba522012-01-16T11:10:40-05:00 This section allows you to track Personnel contacts within a business to business Lead or Customer. 9d56dbe9-931a-4def-9e6d-6d41656445c72012-01-16T11:10:26-05:00 Contact info allows you to have additional information available for each of your Contacts for a Business to Business Contact. 7d95453a-f8cf-4b7c-8609-aae6f15007812012-01-16T11:10:27-05:00 If your company is utilizing any one of our Ecommerce solutions, track the web activity of each of your Personnel contacts. This section allows you to track each time a personnel contact logs in and downloads any resources available to them through our Ecommerce solutions. 06d8b680-e765-4af7-b7f7-dd4ecf3484582012-01-16T11:10:16-05:00 This tab allows you to track general contact information including electronic business cards(V cards) for a Personnel contact. c1028b05-072d-4343-923f-ac233202231b2012-01-16T11:10:40-05:00 Custom field for Personnel contacts within Tradepoint allow you to specify detailed information per contact. These fields are searchable and indexable with Tradepoint. This section has the same functionality as Your Data. 0d95a419-4763-4414-a3f3-dbd33dec874f2012-01-16T11:10:16-05:00 Each Personnel contact has a Notes section for information that may not fall within the parameters of your Personnel contact information for a Business to Consumer Contact. 78ac84f0-887e-406c-83a3-1f8a46468a602012-01-16T11:10:25-05:00 Tasks in this section are specific to Personnel contacts. Reminders can be created for these Tasks that will then appear within your Flyout Panel as they come due. 4f64ed27-72ff-46dd-ba07-1c19c7a4a9f62012-01-16T11:10:12-05:00Appointments can be created specific to Personnel contacts. They will appear within your schedule. Reminders can be attached to these Appointments which will show up in your Flyout Panel as they come due.a508c862-9562-4e71-8b5c-91cf2c915fca2012-01-16T11:10:27-05:00Products On Loan can be attached to Personnel contacts through this section.9c26b5ef-0547-4d2c-8667-1a80a04025932012-01-16T11:10:25-05:00 Full Document Management capabilities is available to each Personnel Contact specific to each of your Personnel contacts. f2919312-897f-401b-8ce7-2cea5f04d0a02012-01-16T11:10:37-05:00 Tradepoint CRM enables Product Lines within Resellers allows you to manage and track not just the lines a particular Reseller carries but how many of each Product has been sold to date. a8593323-edc3-49a9-8386-bbbbe4a16a6c2012-01-16T11:10:28-05:00 Products Owned within the Customers section is where a Customers purchase history will be tracked. The date and Product will automatically be kept in this section for each Product purchased. dfd35fcf-7642-4be6-bc3f-b45ad7ca77482012-01-16T11:10:40-05:00 Reporting and Analysis Features of Tradepoint are covered in this article. 859c87cf-84a1-43e9-90b8-5f7b1178ce2d2011-12-22T09:57:11-05:00 Verifying manually may prove to be a better choice. b8b56210-7cd8-4226-a3d1-c216a34bc2d72009-12-25T12:41:46-05:00Tradepoint offers the user the ability to easily perform complex searches in the system.fa0c16ff-181c-4703-a024-b671e47f8e472009-12-25T13:01:53-05:00 The Tradpeoint appointment and time management sets a new standard for time bookings. Tradepoint even automatically adjusts for time zone changes for staff that may be across the world from you. Never have to count hours of time differences again. It is all automatically done through Tradepoint. 7c7059d3-6957-4b65-80d3-4e84d5b3ce262012-02-07T12:37:29-05:00 Your test site is now at sandbox.tradepoint360.com. 1791114c-6b86-4176-810a-330ad492ce462011-12-27T17:18:32-05:00 Steps to Set up Bill Me Later 06f85346-3d9a-4d7b-be6c-108213147c8f2010-08-17T12:52:40-04:00Do the features that Tradepoint offer allow a user to get rid of Microsoft Office?c3c1a435-9299-4ef9-a2e4-7f6ea63111112014-05-05T09:43:48-04:00N/A e7aeecbc-f19d-4e04-ac37-c60903b3f6282010-06-17T14:58:00-04:00These are some questions brought to us by customers and prospective customers and their answers.9edb3373-7ec8-40eb-bd77-190d36fd6cab2012-07-31T12:01:59-04:00Accounting transaction types dce0a5ce-c481-40fc-b213-466b916ed54d2010-04-13T16:14:29-04:00This article will walk you through the process of configuring IIS for the Tradepoint for Web module on your web server.ea1abb0f-5e1f-4c3a-8876-3e28db69ce662011-11-05T09:12:49-04:00 Credit Card Pre-Authorization on Shipments badc4632-3445-45aa-af5a-235c909a53cd2010-04-19T16:03:01-04:00Custom Data Enums7c440fe8-e656-4373-acf9-fcded9caa4762010-04-13T16:13:44-04:00Customers can easily be managed in Tradepoint and all activity related to a customer can be tracked in the system.3751fb4b-2260-47e2-a933-a033efa3a3c72011-01-20T09:46:20-05:00 Darwin Demo Database Installation as a 2nd Instance of Tradepoint This file will walk you through how to install the Darwin Demo Database version of Tradepoint as a staff member. Normally customers will never have to go through this process. It is a Microsoft "Install Shield" limitation that forces us to have such an involved process to install the Demo Database. We apologize. Enjoy the process. 1efa0915-f2f2-4770-b19e-d208d9f9ff672010-01-19T11:00:33-05:00Document type enums9f676d81-0df3-4f9f-8fcf-9c3f2127034a2010-04-13T16:13:44-04:00The Tradepoint ECommerce Website solution offers many features that exceed what a typical ECommerce offers.bc0ee5e7-0774-4262-a35c-45d56b761fa52010-04-13T16:13:44-04:00Tradepoint provides a powerful email manager that can be setup with any POP3, IMAP or exchange account. In fact, Tradepoint supports an unlimitednumber of email accounts for every user.ac365ed8-724b-44c5-8ddb-ab5e087ce7e12010-01-19T11:00:45-05:00 Enums for Employee Status 80a61af8-f6aa-4034-abdc-0d1bd69476582010-04-13T16:13:44-04:00 Tradepoint makes every area of employee management simple. From Personnel File management, login preferences to tax submissions, Tradepoint is a complete solution for your every employee need, as well as ever other need for your business. c096df62-7c62-4988-8b5a-a8d66f2ce7db2010-01-19T11:00:53-05:00Type Enums for the events table.8b21c3dd-df31-4fde-bb30-fb2acc6fa06e2010-01-19T11:01:01-05:00Statuses for Expense Reports85060c4b-e619-4d28-9a69-a007cacbf1cf2012-04-11T12:49:47-04:00Customers and resellers can use this ftp site to upload any files that we need from them, like database backups.cd5c8aba-7f79-4c6c-b872-71e096197ea52010-04-13T16:13:44-04:00The Tradepoint General Ledger is extremely flexible providing you with the ability to setup any type of chart of accounts no matter how complex. All of your accounts are posted at the right of the screen and account balances are listed in the balance section the bottom of that area of the screen.be8dfa93-bd59-41cc-9ac6-e6bb5cf002d42009-12-25T13:21:58-05:00Global contacts allow you to track contacts and share this information with any user that has the appropriate security rights.47b0c6b6-7e19-487a-b134-3ce3cefbea592009-12-25T09:40:54-05:00Global documents are a quick and easy way to store all of the documents your corporations has.a8109eed-fd06-4369-87c5-c1f232b1dc8e2010-04-13T16:13:25-04:00How do I schedule a weekly appointment? Creating a recurring appointment is simple with Tradepoint. You can set your appointment to repeat daily, weekly, monthly...8b68fda5-51eb-435f-93ca-b55d6d77ce412011-12-22T09:59:24-05:00 How to easily find and undelete a deleted contact. 0ba302ac-3cb9-4bd7-9d4e-2d07721740552010-06-17T14:57:59-04:00Importing and exporting data is very easy with Tradepoint's wizards. Data such as contacts, leads, customers, vendors and products can be imported.b58d8658-24c4-4194-9f2e-3ae0fd0bb40a2009-12-25T13:21:58-05:00Inquiries are contacts that have contacted your company but you do not have any contact information for them.37a61d4d-d14f-4a4e-abd1-2574edd1e7102010-08-17T12:52:40-04:00Using the built-in Synchronization Engine in Traepoint is all data synchronized?09e845a2-9c62-42ad-b3a6-8f41ad8186eb2011-05-13T23:47:20-04:001449bc83-c816-456e-b73b-8125a85686532010-04-13T16:13:44-04:00The Tradepoint knowledge base is an extremely powerful component of your Tradepoint Solution. The knowledge base allows you to store many different types of information: Training manuals and procedures, job hints and instructions, product information and any knowledge that might pertain to your organization. c247cb6d-b11a-4490-89bb-87846f67f78f2009-12-25T09:40:54-05:00Tradepoint allows you to manage leads effectively89820034-46fb-4c89-8fb6-89c19a9b75c02010-04-13T16:13:44-04:00Security in Tradepoint6e019af6-e420-4b19-8c9e-a6d66ee4ce122012-04-09T09:44:19-04:00Change your Gmail IMAP settings to manage mail deletions97cc36eb-ac3d-4096-9f4c-be7325f7bf9b2011-08-03T13:14:02-04:00member type enums3e72d06c-4910-428b-9a42-39ddbd0ea0a82010-04-13T16:13:44-04:00Tradepoint offers many other features including a Password Manager, the ability to track Expense Reports and more.52f6d2e4-a920-4983-8693-48a866b999ce2010-01-19T11:01:20-05:00Payment Status Enums8562cb00-c7dd-4e57-bf77-ad73e7b2335e2011-05-03T08:58:30-04:00 Payment Types in the Database Enum 2000a6ac-58ad-4ef8-b5f4-a09900bf448e2012-07-25T11:20:12-04:00How to configure PeriShip shipping service.59a295c2-ef2b-451e-aed1-66dd25abc0372009-12-25T13:21:58-05:00Similar to global contacts except they can only be accessed by the user that is currently logged into the system.e76678c2-72f5-4aa3-83d9-6bc389f6920e2009-12-25T12:41:46-05:00Tradepoint offers an extremely easy to use and versatile point of sale solution that fits most retail operations.53084832-8932-4201-a363-26556239e3992010-04-13T16:13:44-04:00Press Releases can be managed directly in Tradepoint and they can be displayed on any page of your web site.a4f164c6-7b23-4dfc-bccb-bed0c27f50fd2010-04-13T16:13:44-04:00Track your inventory and products that you sell, manufactur or distribute. Easily setup an unlimited number of products and services in Tradepoint.f94c0c7d-6532-44c3-8c1b-7c58926ff7f42012-01-16T11:10:39-05:00This article will cover the Tags that are available for use in Profiles and the Work Center.50e54490-eeb3-44f7-ab93-90d9b07364d52010-01-19T11:01:37-05:00Statuses for Projectsa1e6aef2-1c11-41d3-96ca-83148c4b8f0f2010-04-13T16:13:44-04:00Manage all types of projects using the Project Management features in Tradepoint.9147e42a-f1a2-4ad6-8e78-7f30fd8c73f92011-07-25T07:32:47-04:00The Tradepoint punch clock is handy for companies that have employees punch in and out every day.ce69976a-3dc9-4842-98ae-c4f5ef2c2b212009-12-25T09:40:54-05:00Tradepoint provides the user with extremely flexible reporting that can provide information on every aspect of your company.01ce12f6-eca7-4070-8759-6d7ae17b33282009-12-25T13:21:58-05:00Resellers are organizations or individuals who sell or represent your products and/or services. Tradepoint can manage all your reseller activities and information.744edfd8-e349-45ec-bdd6-4e51fd9d5a252010-01-19T11:01:44-05:00Search Location Enumerationsd189c15e-7ce0-4fa1-803e-0116fa4b95632009-12-25T12:21:41-05:00Tradepoint was built first with security in mind. From its 3 x 512 bit encrypted database to its custom driven tab boxes and data entry fields, every corner of Tradepoint is secure from hack attack or invalid employee access. 21b999b0-bb2f-4a99-9389-d0c1ead2ce642012-04-11T12:40:17-04:00Installing the Citrix XenApp Receiver685ad57e-a21a-40e5-8f64-4b7586da5e3e2009-12-23T13:45:32-05:00 One of the pains of Visual Studio .NET 2005 is that the development server, which is a great idea, starts up any web site in a folder instead of as the root of the site. As a result you can fully qualify your pathing. Here's the solution to allow you to set of the development server with the right pathing. d3062e86-a5ef-4259-b629-3b312caee2d02012-01-16T11:10:38-05:00As explained in this article, with a few settings you can synchronize your Tradepoint contacts, appointments and tasks with Outlook and your PDA, cell phone or other smart device using Microsoft Active Sync. 816aeb9c-8ee9-40ba-8bc5-9cf3b6edd6842010-01-19T11:01:52-05:00ShipmentMethodBillingOptions.Locations82f0aa18-0967-48fb-943d-dbb11765d2622010-01-19T11:02:00-05:00Shipments.Status Enums274cdf44-97ed-473b-bedb-71c9853b3fb72009-12-25T09:00:40-05:00 If you are a company that owns lists like “The Harris Directory” “The Scott’s Directory” or any other industry specific directory that would offer thousands or hundreds of thousands of entries, you can directly import them into Tradepoint. c976a32b-48bf-4a39-b2c1-bcb1dee51e2d2009-12-25T13:21:58-05:00Suppliers can be tracked in Tradepoint and multiple suppliers can be associated with a single item. 9489b6ca-5dbf-400e-9092-cd8f9a999e722012-02-10T15:29:05-05:00Support/Communications Enumsf9b53953-c635-431e-bbed-a70404ed86032013-02-07T12:55:38-05:00 The Synchronization process failed or finished with errors. What do I do now? 8b344d1f-a998-49b9-9f70-760075972eda2010-07-19T09:01:11-04:00ebc85296-3e5d-4893-8b1d-a2583c9b5ebe2010-04-13T16:13:44-04:00 The Information panels are your portal to all communication within Tradepoint. By using it effectively you can enhance communication within your business and ensure speedy response to problems. 33efc94a-9cad-4884-bbb2-ab71c99884992012-01-16T11:10:15-05:00Using SpamPal with Tradepoint.a972c3d6-eb13-4a52-8c9d-889d9ba5ceb92012-01-20T10:27:51-05:00 Release Notes f259d557-735c-44ca-9a7a-a6866ec50b412010-05-06T07:58:04-04:00This article will walk you through the process of setting up the Tradepoint for Web template website on your computer so that you can configure and edit your website.d9048c92-57cd-4f67-b38e-dcadeaa1fe002013-02-07T12:57:24-05:00 There will be times when the synchronization process appears to have stopped. In most cases this occurs when there is a large amount of data to synchronize. The best action is to let the program continue to synchronize... dfbe1a33-95ec-41a6-8fc5-6ff3eefa10322009-12-26T01:25:01-05:00Tradpeoint reported an error while downloading an update. What do I do now?ab025216-8f19-4258-b53a-b1162930b98d2009-12-25T09:40:54-05:00Tradepoint allows easy and intuitive tracking of an unlimited amount of locations and store fronts.a93563c2-59d2-4ed2-95cc-5d378cef97732010-08-17T12:52:40-04:00Tradepoint provides a complete Business Management Solution. Find out more how Tradpeoint can become your organizations' centralized solution.8c3e17e6-e5ba-412f-a84f-930aed7d03d52012-01-16T11:10:27-05:00Printing mailing labels in Tradpeoint can result in the country not being printed.ed4f411c-1355-4d77-ac74-970a474ef8022010-08-17T12:52:40-04:00Why are some Employees missing from the Sales Rep or BDC Rep list on the Quote, Order and Invoice window?7e6930ec-4d20-43c2-a847-8517837b8c742012-01-16T11:10:27-05:00 Why Tradepoint email rendering errors occur and how to get them fixed. a0b307fc-6935-4b84-8987-7baf71bca8472012-02-10T15:28:00-05:00 I'm not gettting Inventory Valuation, COGS, Income or Taxation information entered into my G/L. Why? 9cd3d81a-8f42-4431-9809-5d85ba37c3cf2012-01-16T11:10:26-05:00 Why do some contacts have a Personnel tab, and other have a Personal tab instead? d28fbfe7-39e0-41da-bf9e-cecfc338af192009-12-24T13:55:44-05:00The Tradepoint Work Center provides a customizable dashboard view for every employee in your organization.d31dc352-1c4a-47da-8ac6-a617efb986092012-01-16T11:10:40-05:00A Guide to Getting Started Quickly with Tradepoint.17c7c582-b513-4ff1-a003-d73a043697fb2012-01-16T11:10:16-05:00Get started quickly with Tradepoint, establish your company profile with these easy steps.8135bfa6-f699-49a9-a1c0-95390ba25c152012-01-16T11:10:27-05:00An Explanation of Company Setup for Companies that have only a single Division or don't use Divisions.6c55f295-5771-4fb4-a360-8086ccb220012012-01-16T11:10:26-05:00Setup multiple Divisions within one Company using the steps outlined in this article.fbdb72a2-390e-4156-8f45-7387106346502012-01-16T11:10:39-05:00Tradepoint supports multiple separate companies, the setup for a multiple company structure is explained in this article.20dcdedc-cb3e-4dc6-b66d-8ab780b66b752012-01-16T11:10:14-05:00Create more than one company, each with Tradepoint using the steps in this article.e5d12044-5d61-47f2-8304-615b0e33daa52012-01-16T11:10:38-05:00Company contact information will allow activity to automatically track to a given company.7d44a461-7ccc-4af3-8f8f-3f1c2f88f05f2012-01-16T11:10:25-05:00Create your employee profile in Tradepoint, one of the first things to do to get started quickly with Tradepoint.ca109a75-47a9-4865-847f-bb1862b9e3f92012-01-16T11:10:40-05:00Use one of our Templates for setting up a Chart of Accounts automatically within a company division.d4e958e4-00b0-4291-9803-bbedd804240d2012-01-16T11:10:40-05:00Generate your own Chart of Accounts (COA) with tools in Company Settings.d9e92e15-371b-4c1d-8248-a3f7c86958a42012-01-16T11:10:40-05:00Import your existing Chart of Accounts using the importing tool within Tradepoint. Our importing wizard takes you through step by step to get your data imported.b95cec30-8a12-40d4-b18f-00073eb0e4ed2012-01-16T11:10:37-05:00 Addressed in this article is how to setup more than one Security Setting profile for your Employee profile within Tradepoint. 4e089ce9-8e35-48e4-bb23-a753ed8a82522012-01-16T11:10:15-05:00Tradepoint supports numerous Sales Taxes at a National, Regional and Local level. This article provides an overview of the Sales Tax Structure in Tradepoint.37688bfc-62f6-4c08-8119-3d0db75351472012-01-16T11:10:12-05:00Set up your Sales Taxes based on Zip Codes with the steps outlined in this article. 0151afba-d8c9-42b5-ba6c-7eef26bf04012012-01-16T11:10:14-05:00Apply Tax Rules to Products individually or specifically through the steps outlined on this article.91e6e112-92d8-45a6-80e5-49f8c69fe1ee2012-01-16T11:10:26-05:00Company Contact Information and how it tracks appropriate Sales Tax information by account.a823ee2e-66ec-4e09-a5b2-162ba82783682012-01-16T11:10:25-05:00How the Company Settings and Sales Taxes work together to automatically calculate the necessary Sales Taxes as transactions happen.0b7cff14-b351-436f-8460-d6dd07cb50d72012-01-16T11:10:16-05:00 Information about and steps to download Zip/Postal Code data for pre-populating contacts with any relevant City/State based on the Zip/Postal Code entered in an Address field. 7382d32a-0030-4bdd-8636-3feb35a9a8c22012-01-16T11:10:25-05:00Quickly setup one or more than one Email Account within Tradepoint.a4264803-639a-4922-b0d1-a59c4c23d1c22012-01-16T11:10:27-05:00Steps to setup Ecommerce Payment Gateways are explained in this article.f8c68467-0888-44a5-83dc-0b435ed9cdf12011-06-20T10:26:14-04:00Steps to setup Credit Card Types and Payment Gateways are explained in this article.7a39b1ef-3bdd-4414-a32f-773652e86e3e2012-01-16T11:10:26-05:00Establish Live Shipping Accounts by following these steps outlined in this article.560bba2d-1bad-4ff0-a958-b4c4192db5322012-01-16T11:10:15-05:00 Shipping Methods, what are they and what do they do? This article explains what they are and how to set them up. 27159a38-5879-4710-be0a-c27d37dc424c2012-01-16T12:04:45-05:00 This article covers how to activate the Dynamic Schedule in Tradepoint to get started using Tradepoint quickly. df904b37-156a-4938-8225-593e6da0c4a62012-01-16T11:10:38-05:00Included in this article is how to establish the basic Category Structure to manage your information so you can get started quickly using Tradepoint. 33264a3f-830c-4fc5-b93a-092dfbf3cbb42012-01-16T11:10:12-05:00What to look out for with regard to Data Imports and How to use the Data Import tool in Tradepoint to get the data you need into Tradepoint quickly.69253611-bcfe-40ff-a1f5-148c6fabcb6a2012-01-16T11:10:25-05:00 Follow these steps to create a backup of a company database to restore Tradepoint on another machine. 5653db2d-c342-4cd8-958d-f1ed84abcb552012-01-16T11:10:16-05:00Change the type of user from Networked to Remote using these steps.77e7ed53-a585-4306-9367-5b8e8dabcb432012-01-16T11:10:26-05:00Go from a Remote user to a Networked user with these steps.3ac8811b-a657-4897-a265-9bb7e09c8efd2012-01-16T11:10:15-05:00Manage your contacts easily with the Move and Copy Tool in Tradepoint.247a0882-9878-4dd1-9d04-31751eac5e292012-01-16T11:10:12-05:00 Edit fonts and logos easily within forms using the reports designer. 07b50d76-2675-4441-ad3a-d073afb3f3bc2012-01-16T11:10:16-05:00Setting up your dashboard controls in the Work Center can be done easily by following these outlined steps.b1114183-a571-4de8-a31e-db96890e59ad2012-01-16T11:10:28-05:00Your Flyout Panel can easily be established to provide you with up to date information and reminders for daily activity within your company.1175dd2b-9fbe-458d-ae64-709edc05ef732012-01-16T11:10:13-05:00 Links to video resources are available through this article. Click on any link to watch the video. You must have Media Player installed to view the video. f24e8f4a-c304-4ddb-880b-f74e3a4a525c2012-01-16T11:10:41-05:00Introduction to Project Management and how the overview works in Tradepointc6f3852a-23e0-4e12-8f00-3de722f51f972012-01-16T11:10:38-05:00 Link projects and contacts for more complete Project and CRM management. cac89ed9-916a-4fa8-b8a4-3fd3b7d9a1fe2012-01-16T11:10:38-05:00 Track any Billable Hours and Generate Invoices for those Hours directly from a given Project. c44676e6-852c-4772-b39b-ca2e5f4104f42012-01-16T11:10:41-05:00 Project Management includes the ability to create, track and manage documents within Tradepoint. 6bf2f21e-5af8-4d35-8c7d-88a14064e4dd2012-01-16T11:10:27-05:00 Collaborative Email functionality is a part of Tradepoint's Project Management component. aeb89dfd-142f-44d5-8480-6685254dc5c62012-02-10T15:28:00-05:00 Punch Clock functionality available specifcally linked to each Project. 87008792-f13e-481e-90f4-d334058a954e2012-01-16T11:10:28-05:00Project templates will create projects with a pre-set overview and event time line based on your preferences in just a few steps.8731c595-a10b-445b-acf6-e35a308b98e52012-01-16T11:10:29-05:00Outline the Details and time line of your Project Plan within Project Management.2b196c1d-526b-4fb9-aba6-3ae7cedf5f4b2012-01-16T11:10:12-05:00 Setup teams and contacts to view and share project information. f29e02c4-7337-4574-b25e-a3ae08c2ee7f2012-01-16T11:10:40-05:00 Use the Setup and Configuration Tool to establish specific fields geared towards the particulars or your Company's workflow process in Project Management. 24d797c0-c100-4f7b-913e-4fcee2c9b2782012-01-16T11:10:13-05:00A general Notes field is available within Project Management. Each Project will retain its own Notes field.0e75325c-e9bd-4025-800a-39edd6af779a2012-01-16T11:10:12-05:00 Assign Team Members and track Billable Hours for a given Project with the tools available in this section. fc016b62-7567-4354-a134-13d54066bee02012-01-16T11:10:37-05:00 Products Involved allows you to track which Products/Services are related to a given Project. f3010052-a96f-4ad1-a693-40519b1b03de2012-01-16T11:10:38-05:00 Generate additional Quotes for clients as you are carrying out your Project. d4b1c0de-d94e-499f-9d2b-3badc83a84ae2012-01-16T11:10:38-05:00 Define the Budget and Expenses for a given Project. 65033b9f-74bd-456f-a264-0aae33c2334c2012-01-16T11:10:25-05:00Use this tool in Tradepoint to associate Products as accessories. This is ideal to use in conjunction to one of our Ecommerce Web Modules as an upselling tool for your Product listings5b2ffbea-ff27-45a8-a821-10a18eef8d572012-01-16T11:10:12-05:00Use Reviews to boost sales for each Product. Tradepoint gives you secure Review functionality as a built in feature of the Web Management tools.5494a2f1-cda3-4c8b-8f64-b743e4f427222012-01-16T11:10:15-05:00 Follow these steps to setup a single Product in Tradepoint. b5e14630-a499-4437-b0d2-aafafffde4952012-01-16T11:10:40-05:00Apply Sales Taxes to Products using the steps outlined in this article.3141575f-5be7-4770-9160-b06c5a5896f72012-01-16T11:10:15-05:00Suppliers is formatted in the same styled consistent in the Customer Relationship Management Side of Tradepoint with advanced functionality available for each Supplier file including Receivables and Payables.34d41e07-cddc-4f55-a52b-cae54ed957132012-01-16T11:10:16-05:00Warehouses allows your comapny to manage the location/s of your Inventory at a glance.4cde2c62-c683-4507-ac76-4486d68bfdcf2012-01-16T11:10:12-05:00Contact Information screen within Warehouses.5c24e69f-d8c8-4f93-bc16-912e40dcfe752012-01-16T11:10:27-05:00Notes section within Warehousesecbca309-91f8-4bea-ade9-d4373cf7d74e2012-01-16T11:10:41-05:00Current Inventory levels in Warehouses8e76b48a-59d0-4610-86fc-dcdeaf9430522012-01-16T11:10:29-05:00This is an example of the functionality within the Adjustments Wizard.53a7b0f4-52bf-492a-897f-0fe6eda1c0a62012-01-16T11:10:12-05:00Adjustments made to Inventory in Warehouses.5371e0b2-8391-4829-a067-8c3b87219d7c2012-01-16T11:10:14-05:00Inventory Transfers made within Warehouses.1d0ad502-32f7-46f2-ba29-2f3094c0e0742012-01-16T11:10:12-05:00 Bring in your Shipments using our Shipping Wizard. Multiple access allows easy usage for flexibility in adding to your Inventory. fef76e61-19e1-433e-b9c0-86d87353b2d92012-01-16T11:10:39-05:00Set up Preferred Suppliers in relation to your Products. For those businesses who have physical Inventory this will streamline your ordering process.8bb81cdf-0330-4628-85d2-cf2c1cc4aa872012-01-16T11:10:28-05:00Shipments made within Warehouses.70015aff-5b11-458b-b9a5-c9f4923a77642012-01-16T11:10:28-05:00Receiving partial shipments can be done by following these steps. Click here to learn more.d1fe1d42-3ff9-40e9-8389-557f43c7cd9c2012-01-12T13:35:40-05:00 Set up Amazon as a Channelc4f14d88-a133-40f6-86fb-fa4d6a1709d72012-01-16T11:10:41-05:00Setting up quantity purchase levels for discounts is done using the Types tool within our Inventory Management System. Follow the steps shown in this example to set up your own quantity discount structure within Tradepoint. 20ee3280-9199-42a4-9bd8-eeb0e48e6d4e2012-01-16T11:10:16-05:00 Set up Price Lists with these easy to follow steps in Tradepoint. 74fa871c-19dc-4e02-8737-7211736610a82012-01-16T11:10:26-05:00 Manage your Price Lists with the functionality outlined in this article whether it is for your Customers or Resellers/Dealers. 065ef4de-5069-45a6-917e-fe21fa8857102012-01-16T11:10:16-05:00Assign default or specific Price Lists to your Clients and Resellers is done by following these steps illustrated in this article.13228198-02bc-4348-8b5b-26c55d2785582012-01-16T11:10:12-05:00 Assemblies within Products is the function allowing you to create packaged Products within Tradepoint. All of the related Acounting information will be processed based on your specified Preferences for your Company Division. 56457369-7719-4c46-b266-aab40f139afa2012-01-16T11:10:15-05:00Learn how to assemble your Packaged items when they are purchased as a packaged item. A specific example is used in this article to explain this functionality.8767bc80-275a-4810-80ae-9191803da9612012-01-16T11:10:27-05:00The Assembly function allows you to calculate the quantity of a raw material that goes into a finished product. An example from the food industry is used to illustrate this functionality in this article.4bb8f575-26ef-4302-aaec-ff5e3f1f9aae2012-01-16T11:10:16-05:00 This article details the Asset functionality within Tradepoint and how to establish your parameters in relation to your Inventory. e18ef81b-bb11-4737-98ce-3cb64e43ad8e2012-01-16T11:10:38-05:00An introduction to Document Management functionality in Tradepoint is explained in this article.ae2902fe-9da0-446e-b01a-e9e090abcb2f2012-01-16T11:10:29-05:00Create a Document Template for use with the Mail Merge Tool from Word 2007 with these steps.dfe1a0b0-648c-413c-b2c9-240d98abcbcb2012-01-16T11:10:37-05:00Using the Mail Merge Tool to create Merged Documents within Tradepoint. Use options to track who receives the end document and to save the Merged Document.b57269d7-1602-4ed5-adf5-8ebd6545e8682012-01-16T11:10:39-05:00Ecommerce and web management tools including Inventory Management tools built into the main interface of Tradepoint.b4eddbcf-1f69-4357-9a24-cf41013eeafd2012-01-16T11:10:41-05:00 Create, scan and upload documents for each of your Products. Click here to find out how your Documents can be accessible to visitors on your website. 171556dc-7153-4ea2-acca-3bb33103014e2012-01-16T11:10:12-05:00 Making the most of images on your website is done using these tools located throughout Tradepoint. 075ddda4-fd97-4ace-a41e-65111d01c6b82012-01-16T11:10:13-05:00Shopping cart functionality is one of the web management tools built directly into Tradepoint. This allows you to manage your shopping cart in the same application that you manage your business with.72095284-72be-433c-8ed2-36c8dcfc3a202012-01-16T11:10:25-05:00How to use the Shipping Preferences in Tradepoint to manage your operations as well as provide an optimal customer experience through your website.20e82a2a-9e9c-4043-8007-5ba20d117ff02012-01-16T11:10:13-05:00Managing the Static Text for your Website is done with these tools in Tradepoint.1fe02e7b-b31a-4537-a2fe-62f5df72250f2012-01-16T11:10:13-05:00Press Releases on your website can be updated and managed through the Press Releases section of Tradepoint.46336dda-e1f3-48ae-8747-c135b305fdea2012-01-16T11:10:15-05:00Creating knowledge base articles and content to be displayed on your website is illustrated in this article. Click here and learn more.95c1e682-1365-4ff0-9844-5b975666d4f42012-01-16T11:10:26-05:00Localization tools are part of the Web Management tools built into Tradepoint Business Management Software.97a964b9-9f85-46ae-b13b-ce7e3a59bddf2012-01-16T11:10:28-05:00 Search Engine Optimization tools are a part of your Product Listings. Learn more about how you can maximize your search engine optimization by clicking here. f7a70f07-96f2-47e9-84e2-d47b44c5a7aa2012-01-16T11:10:41-05:00Easily manage your Product Listings on your website using these guidelines.4fe93a98-0aba-4151-83ee-d9bf4347f84b2012-01-16T11:10:16-05:00Add Specifications to enhance your Product Listings from within Tradepoint. Click here to find out more.67278125-5563-499b-9d2b-acf8952259e02012-01-16T11:10:27-05:00Use the Accessories and Accessories Of function within Products to upsell and cross sell your Products on your website. Click here to learn more.77586cca-3ff3-49ef-95e4-0172b14424ad2012-01-16T11:10:24-05:00Templates in Tradepoint give you the ability to create and manage Templates for Press Releases, Knowledge Base Articles, Documents, Projects, and Email.21ff54ac-adb8-4114-95e2-71fdafb7b4e72012-01-16T11:10:13-05:00Define the parameters of your Product Listing on your website using the tools within Page Layout. Click here to learn more.3fcb5594-a967-4f53-b40e-94b2132d8c862012-01-16T11:10:15-05:00Use Teaser Pages for your product listings on the web. Click here to find out more.02aa7cf9-cfa3-4af1-90c9-1f52d1498f922012-01-16T11:10:12-05:00Use the Overview Pages to add a complete Product Listing on your website. Click here and learn more.a059378a-ec09-443d-afd6-c47053a3c9482012-01-16T11:10:28-05:00Create Custom pages for each of your Product listings in Tradepoint. Follow these guidelines for easy setup.69fc2aa4-44ce-4ace-9f49-e14eee978b452012-01-16T11:10:29-05:00Click here to find out how to use security based product reviews for each of your products on your website.7281497e-7695-4e20-895a-6d3f9312b4ac2012-01-16T11:10:26-05:00How to log in to Tradepoint is covered in this article.fff2900f-3e92-4e6a-abf7-2f7c1d410a2e2012-01-16T11:10:37-05:00Editing and Deleting existing Reminders is explained in this article.1f4d6846-84e7-437c-8829-cce33fdad5782012-01-16T11:10:16-05:00 One collaborative tool within the CRM section of Tradepoint allows you to create Reminders for Tasks from an Incoming Email Message. 4dca3c29-7493-473d-8872-82b947fc09c02012-01-16T11:10:14-05:00Snooze functionality for Reminders is included in Tradepoint's Collaborative tools.a1d7fc82-8e3f-40af-9ee1-ad8fe77074be2012-01-16T11:10:27-05:00Sending an Email message from more than one contact point within Tradepoint is explained in this article.adc4e9c7-d04c-4377-ad1f-aa1fc0a9c8f42012-01-16T11:10:27-05:00Adding or Creating a New Email Account in Tradepoint is explained in this article.4b8d89bd-856a-4099-a39c-068f0a36cecc2012-01-16T11:10:12-05:00How to Attach Read Receipts to an Email.d629e7ac-234c-46ad-8aa2-ba7dd2d7e4d12012-01-16T11:10:40-05:00How to Attach delivery Receipts to Outgoing Email Messages.32796ac3-6e5d-47d6-b4cd-4876a960542c2012-01-16T11:10:13-05:00How to Flag Email messages for any follow up actions.95882c85-8746-42c0-bd7e-975ead7debdd2012-01-16T11:10:27-05:00 How to create a New Business Lead in Tradepoint. 5ec85169-9e22-4d46-a7d6-45c73e1e11732012-01-16T11:10:26-05:00 How to create a Business to Consumer Lead within Tradepoint. 8cb7e188-d636-4aa7-aae1-531552abd66c2012-01-16T11:10:26-05:00How to Use the Search Tool to Search for an Existing lead.5f1ff43a-d188-42f6-b44d-1f403cf85d072012-01-16T11:10:25-05:00How to Add a Contact to a Lead in Tradepoint.784200b0-79f3-47bf-bc19-5459717039972012-01-16T11:10:26-05:00 How to create a Call Log in Tradepoint. dd3fffa2-fcbe-4379-beec-75dc4a2ab0422012-01-16T11:10:39-05:00Creating a Call Log directly from a Email Message.24eab780-72ba-4afe-be6e-06ec2b473bcf2012-01-16T11:10:12-05:00How to Create a Task in Tradepoint.1e214d22-8538-42d7-bb2b-8b4a7970a7222012-01-16T11:10:14-05:00How to create a Task directly from an Incoming Email Message.84f9fb4b-4cd9-45ab-9c81-a861aa9e93892012-01-16T11:10:27-05:00 How to track any Products of Interest within a Lead file. 326b2740-c512-498e-b033-615b1274e64d2012-01-16T11:10:13-05:00How to change your Password within Tradepoint.46962715-e893-4132-8819-b802f1d5ca6a2012-01-16T11:10:15-05:00 How to Create a Quote for a Lead in Tradepoint. 4a15e4e6-8152-43ba-92bc-d1a03d281f632012-01-16T11:10:16-05:00 How to Print a Quote in Tradepoint. e08696c9-9f07-4617-b9fc-30f13b60d2e92012-01-16T11:10:37-05:00 How to Email a Quote directly from the Print Preview Screen. 5b5cf56d-287b-47b5-9549-4094df46d1302012-01-16T11:10:12-05:00 How to save a Quote as an External File with Tradepoint. af5c748b-d35a-49b8-9371-71e601c60f662012-01-16T11:10:26-05:00 How to use the Move and Copy tool to turn a Lead into a Customer. 12287336-c1b6-4950-8116-3dfa9d0e93a82012-01-16T11:10:12-05:00 How to create a new contact through the Sender of an Incoming Message. 758c52b8-a674-4191-8dcf-5584f29109592012-01-16T11:10:26-05:00How to create a New Personnel File for a Lead, Customer, Reseller, Supplier File from an Incoming Email Message.8359b259-f792-432b-ab5f-a903bedcfae82012-01-16T11:10:27-05:00 How to create a Business to Consumer Customer file in the CRM section of Tradepoint. 06c9f74e-ecac-4ac4-bc62-65621622e7392012-01-16T11:10:13-05:00 How to Add Contacts to a Business to Business Customer File. dcd16b31-6d68-444b-b34f-bfdcf1becd192012-01-16T11:10:40-05:00How to save a Copy of an Outgoing Email in a Client's File.9ea9d867-812e-4cb7-85ae-3ea1477e04c32012-01-16T11:10:25-05:00How to file an existing Email into a Source, Enquiry, Lead, Customer, Project, Supplier, Email File Folder directly from an Email Message.71c06bfb-ff03-4a51-9163-c72a6af7fc7b2012-01-16T11:10:28-05:00How to use the Advanced Search Tool to search for an Existing Customer.af329297-9c98-45fc-ad39-7f970dfbf3c22012-01-16T11:10:26-05:00How to print out search results from the CRM section of Tradepoint.0cee99be-c41b-44f7-a887-8470e8587f3a2012-01-16T11:10:14-05:00How to create a Business to Consumer or Individual Customer File in the CRM section of Tradepoint.ef41afd7-acad-4ccf-b93d-c5a4a81a553d2012-01-16T11:10:40-05:00How to create a Call Log within a Customer File.677244e5-de46-4402-8e69-8f28d593678c2012-01-16T11:10:27-05:00Troubleshooting within Tradepoint and what the Red Ball means.d6e7ae77-78f2-42c2-8465-ca0c67bee4342012-01-16T11:10:41-05:00How to create a Quote for a Customer.9a0c36b3-c64d-4513-b98d-3b90f1b10d372012-01-16T11:10:25-05:00How to create an Invoice for a Customer from their file.c3851922-7681-44bc-a253-ce9944fd7ebd2012-01-16T11:10:41-05:00How to Create an Order for a Customer from their file.e3dc0e32-fcee-4f24-a3f2-280bd8c9c9242012-01-16T11:10:37-05:00Tips on how to print out both an Order and Invoice without having to complete it.41ce65c7-ab89-4a65-8b82-87c027f5bb222012-01-16T11:10:14-05:00How to create a New Document from a Customer file.133d0a10-95c2-484a-b323-3c1dd9b555612012-01-16T11:10:12-05:00How to Establish a Link to an Existing Document in Tradepoint.c6287034-1367-4f6a-997f-95bf80cb47f32012-01-16T11:10:40-05:00How to add a new Product into Tradepoint.54009fbe-7865-4f33-84a5-4bce91edc02b2012-01-16T11:10:13-05:00 How to create an Assembled Product in Tradepoint. b845eb39-7756-4b07-af88-15f49acc07bd2012-01-16T11:10:37-05:00 How to Import Your Data into Tradepoint. c558f1db-885b-484d-8a5f-c76b2d5583762012-01-16T11:10:41-05:00How to view your schedule within Tradepoint.893f0aaf-b238-40dc-972c-2c8c9011c3e22012-01-16T11:10:25-05:00 How to create a new Project in Tradepoint. 15911143-1c29-47d5-8a32-852118e091c92012-01-16T11:10:14-05:00How to Link your Project to a Customer or Lead.a8ba70bc-e698-4519-a94e-b03e9a9fa0292012-01-16T11:10:28-05:00 How to create a Detailed Plan within a Project. 198d52f1-2cb3-4b7f-967b-016b2c77b6612012-01-16T11:10:11-05:00How to assign multiple individuals to a Project.986aecb5-fc98-4196-8b8d-9b264e19cd042012-01-16T11:10:27-05:00How to track Products involved within a Project.7561d10a-2b33-490a-9bd3-fa69c42242f32012-01-16T11:10:29-05:00How to track Billable Hours for a Project.bded6533-4957-46b3-ad9e-d4e609f4fc202012-01-16T11:10:41-05:00 How to Invoice Billable Hours for a Project. d0d1a390-6e05-49b2-8f08-3ea4172d5d7b2012-01-16T11:10:38-05:00How to create a Quote within an ongoing Project.14329648-30b3-46ea-af64-f461bed5ef6b2012-01-16T11:10:16-05:00How to establish a Budget for a Project.d583cf0e-eb27-46fa-8fce-27495d1d3ba82012-01-16T11:10:37-05:00How to track Expenses within a Project.267ecdd1-1f61-4d27-a5e7-bb73ba1e46322012-01-16T11:10:15-05:00 How to create an Appointment within Tradepoint. df2f07c2-7c4e-4869-9c24-3e0faf71c2712012-01-16T11:10:38-05:00How to create an Appointment directly from an Email Message.edc79894-e703-4dda-990a-3371fd11b69b2012-01-16T11:10:37-05:00 How to track Hours worked within a Project. 1e93cd35-291b-416b-a8c0-f3f29bc16fae2012-01-16T11:10:16-05:00How to attach a Document to a Project.d6b34fd7-c3a7-4227-9fca-8112fcfbd6bf2012-01-16T11:10:39-05:00 How to attach an Email to a Project. 9fdbcef0-2914-4730-8af4-e920135f1d3f2012-02-10T08:26:07-05:00 How to clock in and clock out of a Project. 894c3934-b617-4103-b52e-32b1dd40536d2012-01-16T11:10:25-05:00 Printing out a Report to be used for processing payroll is outlined in this article. f2ef48ae-2d82-4752-8fa1-aed3c80262502012-01-16T11:10:40-05:00 Tradepoint offers General Ledger Templates for your use for numerous different types of companies. 239c945a-6046-4b37-a6e4-93d0eac193f62012-01-16T11:10:14-05:00How to create a General Ledger and Accounting Structure manually is outlined for you in this article.47f7642c-f313-4b44-a17e-862f8f85bbae2012-01-16T11:10:14-05:00 This article outlines Importing an existing General Ledger structure from another Accounting software program into Tradepoint.ae903684-1bce-418f-8f82-1ed6003e3ce12012-01-16T11:10:25-05:00How to Pay multiple Bills at once with Tradepoint is explained in these easy to follow steps.1e3199d4-a5d2-4551-9485-a64d9d8c00ae2012-01-16T11:10:15-05:00 Printing checks directly from Tradepoint, including the ability to adjust the check layout is explained in this article. 48e3c59c-9efd-4910-9c9c-f08068cfaa1a2012-01-16T11:10:16-05:00How to add an Employee to an Appointment in Tradepoint.d58bd357-c440-4220-a413-38e96dbb58b22012-01-16T11:10:38-05:00 Printing a packing Slip from Tradepoint is outlined in this Suuport article. b4efff1e-afef-4077-b5eb-fdb6f53ad5f22012-01-16T11:10:41-05:00 Customizing a packing slip will be like customizing any other report in Tradepoint. The steps to customize a Packing Slip are illustrated in this Support article. 3e1ae999-fd45-40ef-8bf0-02a7df74df842012-01-16T11:10:11-05:00Adding an Outside Contact to an Appointment. This is functionality built into the CRM component of Tradepoint.16707aa3-7c77-474e-b885-0391270d9dbf2012-01-16T11:10:12-05:00How to generate Email notifications for Appointments is explained in this article.958ef16c-cb08-4d74-b9a1-dc4a6d09c4c92012-01-16T11:10:28-05:00Creating a Reminder can be done throughout the CRM section in Tradepoint for Appointments, Tasks, and Call Logs.6c08dd65-b6ba-4b87-8b04-4fefcb53673b2012-01-16T11:10:26-05:00 Establish User Access Profiles with these steps in Tradepoint. 8754756f-6310-4987-8b22-771d972669a42012-01-16T11:10:26-05:00Guidelines in this article will enable you to develop Role based security profiles within Tradepoint.9a897f58-f6f0-47e5-ba95-b81c65d974022012-01-16T11:10:28-05:00Examples of Security Profiles for tool bars and screen permissions for different types of profiles are outlined in this artcile.39d1805c-9fdb-4cd0-abf4-42599b830cb22012-01-26T14:30:09-05:00 Manage the conatcts for each Security profile through these setting in Security Profiles. These tools allow only the relevant conatcts to be available for each user within Tradepoint. 1e41b0f8-c49c-4f9e-8f9c-96fa0492fb042012-01-16T11:10:15-05:00Adjust actions for each profile within Security Profiles using the steps outlined illustrated with examples in this article.89d1340b-e767-43ab-ae9a-5f65d1c207ce2012-01-16T11:10:26-05:00Set Security profiles providing Employee Access to Email and Schedule settings.c7babaec-cea2-4d40-81b4-ae1c1528f0d62012-01-16T11:10:40-05:00Enable different levels of access for performing different actions for reporting options within reporting options.d8c7fca1-e878-4b08-adf4-93221c96eaf22012-01-16T11:10:39-05:00How to create use an existing security profile to create additional security profiles in Tradepoint.22167f81-dc26-4b8f-8a6b-c9633e68e6022012-01-16T11:10:15-05:00 An introductory article explaining the purpose and use of the Setup & Configure Tool in Tradepoint. 2e35282b-4b38-46d3-8922-bdd53c9e33562012-01-16T11:10:15-05:00 Categories and Preferences for Press Releases can be setup with the Setup & Configure Tool. eb005acf-0b4c-4d2c-a65f-b7de70e423cc2012-01-16T11:10:40-05:00Your Category structure for your Products will be established through the Setup & Configure Tool. Click here to learn more about the tools available.0cc16009-9048-4e39-a373-6622d669abe32012-01-16T11:10:13-05:00The tools for setting up your Categories for Assets in Tradepoint are described here in this article.6cc19d82-0d6f-4858-993a-f82c2b0e5b7b2012-01-16T11:10:29-05:00Use the Setup & Configure Tool to set up your Preferences and Categories within Projects. Click here to see more.eb4efcb6-29aa-404f-91c6-a5b077c3c0992012-01-16T11:10:40-05:00The Setup & Configure tool will allow you to change your Account numbers for forma and contacts. Click here and learn more.a3f66d68-a9ed-4e73-8951-66ccb4bc45192012-01-16T11:10:26-05:00Use the Setup & Configure Tool to create automated work flow structures using Event Management tools. Click here to learn more.2b01a73f-9822-4b51-bec1-f5c6a7787e3b2012-01-16T11:10:16-05:00 Click here to find out how to use the Setup & Configure tool to setup your Accounting preferences. 1a20adf2-f9e1-474e-8b37-5f5a00fc1db72012-01-16T11:10:13-05:00 Use the Setup & configure tool to setup your Schedule Categories. Click here and learn more. 16d362a3-d4f7-4a83-a129-4d1d4aa8e4692012-01-16T11:10:13-05:00Budget & Expense tools extend to a number of tool sets in Tradepoint. Click here to see the steps outlined in the Setup & Configure Tool.0474d0c5-3cf1-4efb-9035-c1f94700eadb2012-01-16T11:10:15-05:00Use the Setup & Configure Tool to configure the Categories and Statuses within your contacts and work flow processes.07becefb-719e-40a5-b2e9-32dd4a9883862012-01-16T11:10:12-05:00Set up your Document Categories using the Setup & Configure Tool in Tradepoint.b1278429-f926-4f4d-8a3e-2906e62158272012-01-16T11:10:25-05:00Set your Employee preferences using the Setup & Configure tool. Click here to read more.f3b4ff89-ccc6-425b-b638-21de372d36f32012-01-16T11:10:37-05:00Preferences and Categories for your knowledge base can be established through the Setup & Configure Tool. Click here to read more. b43d76a2-19a7-4860-a8a4-5a08e351db692012-01-16T11:10:38-05:00Tradepoint has a built in Time Clock for hourly employees or as a time management tool within Project to track hours spent on a Project by Project basis. How to use it is explained in this article.5bf30dd9-d7a5-4479-9517-740d9a335e4c2012-01-16T11:10:14-05:00 How to structure your information using the Category and Status structure within Tradepoint. 7943a65f-b83e-4274-abf4-1b3d5ff4ac322012-01-16T11:10:25-05:00 How to use the Setup and Configure tool to structure Categories and Statuses and create automated workflow processes with the Event Management tools for your information in Tradepoint. 12bcd173-348f-4ecd-b77a-880d5eff138d2012-01-16T11:10:14-05:00 Categorizing your information and what that means as a business management tool in Tradepoint is outlined in this article. df842e44-b30a-4a60-8033-8d0e0b18994e2012-01-16T11:10:39-05:00 How to create Statuses, how they relate to Categories and how defining your information within Tradepoint gives you additional tools and functionality within such sections of Tradepoint such as Reporting capabilities. 44a16ff6-4389-4251-b711-75ddf1cfab252012-01-16T11:10:14-05:00 How to create and use the Event Management tool that is a part of the Setup and Configuration tool within Tradepoint. f9dcb759-58fa-4657-bb21-ad9b655726692012-01-16T11:10:40-05:00 How to create Categories for different types of Appointments within your Tradepoint Schedule is illustrated in this article. cb6c811b-410d-48c1-84d6-8f689094eab72012-01-16T11:10:39-05:00 The Advanced Search Tool within Tradepoint enables you to do in-depth searching, printing results, mail merges and mass emails all from one Advanced Search Tool.9db6dad8-0fe6-4598-88d0-31ffc24268432012-01-16T11:10:25-05:00 Tradepoint has built in tools within the Interface for your convenience inlcuding drop down calendars and calculators built into fields. 0bb17755-e69a-4fc5-8d99-8769f36807f42012-01-16T11:10:14-05:00This article illustrates the orientation and functionality of Iconography within the Tradepoint Interface.2f08cb92-a027-4947-b61e-7c79dab9c5a02012-01-16T11:10:14-05:00For Resellers who are looking to develop their own Plug-ins within Tradepoint, the basic tools are outlined in this article to be able to develop your own 3rd party Plug-ins for use with Tradepoint.6c9c6aa3-8c72-4629-9fef-f04ef06bf5842012-01-16T11:10:29-05:00An example of how to Setup a Button/Page Relationship for Custom Controls is illustrated in this article.d61ffce6-f5ff-4170-bef8-d21237703c8a2012-01-16T11:10:41-05:00Read about tips of setting up additional interfaces and advanced searching options.d072b359-be55-4e3a-9592-8b0db6d1e7772012-01-16T11:10:39-05:00Define your own custom reports with Tradepoint's extendable architecture using these guidelines.81129f34-2400-4a61-8aae-af599f9143ec2012-01-16T11:10:28-05:00 This article concisely explains the different types of Plug-ins that can be developed for use within Tradepoint. 080554e3-a2d9-4770-a111-fd5ab1fceb9f2012-01-16T11:10:16-05:00Brand Tradepoint for Windows with your own logo and company information by following these guidelines.1fd6700a-3285-40f6-8d67-b3125715b2262012-01-16T11:10:15-05:00Guidelines to create a new Tab to the main user interface.455c4545-12d1-47cd-87c8-fece70c886852012-01-16T11:10:16-05:00Guidelines for defining Security and Access to functionality using the Developer Tools are outlined in this article.c2550987-fc40-4710-8917-5011f4b6e0522012-01-16T11:10:38-05:00Customize each individual window within Tradepoint using the guidelines explained here.dbfba9ef-7313-4198-b582-b7da9f5499792012-01-16T11:10:40-05:00 Create your own custom forms within each window of Tradepoint using the guidelines explained here. 55ee85b8-3958-442d-bdf8-b75c3508f4b82012-01-16T11:10:15-05:00How to use data binding tools within the Plug-in Architecture of Tradepoint to define your Plug-ins.b10dd5e4-0e55-423e-a2ea-a58987d6c65d2012-01-16T11:10:27-05:00The benefits of inheritance to add new functionality to Tradepoint and ensure consistency are outlined here.81c6d562-de78-478a-8bb7-8884752267962012-01-16T11:10:27-05:00Inventory and Ordering Preferences within Company Settings are explained in this article for easier setup.596ffc79-7e80-4edf-a173-3632935ff47a2012-01-16T11:10:12-05:00Set up preferences for your Order Fulfillment process. These tools here will allow ordering to be shaped according to relevant needs.24128d6a-2316-4c21-81af-b38176fdcd692011-06-20T10:50:41-04:00 This Article defines each Status that can be set on a Customer Order. 329a1772-0129-4e8c-8bc5-0324fcd7120f2012-01-16T11:10:12-05:00Setup your Payroll Deductions for your Company by following these steps.b1d40115-1598-442a-be47-901dd2d224da2012-01-16T11:10:27-05:00Introductions to the Payroll Deductions and how to use them in tradepoint is illustrated here.45630719-2db0-4d22-98b3-d55fdeee3d692012-01-16T11:10:16-05:00Establishing Payroll Deductions within your Company Settings is explained in this article.70be2334-0fbd-4236-aba0-adc99d0c11a22012-01-16T11:10:27-05:00Fee Schedules Detail each of the deductions within each Payroll Deduction. 628b869f-bf4f-4632-a8b3-ad1e02afe6d52012-01-16T11:10:27-05:00 Part of the Web Management Tools in Tradepoint includes, the Web Style Sheet screen allowing you to enter in specifications for the presentation of your web site including Fonts, Borders, Spacing, Framing of Images and Content, etc. to your website. 8bb55a26-a51c-4d8e-9bae-55f0d858ebfa2009-12-23T13:45:32-05:00The Email Style Sheet window determines the style layout and default appearance of your email content within your Emails. 3ae8a70d-53cc-4a19-81ca-1d8b34c68a9b2012-01-16T11:10:12-05:00Update and Manage CSS setting for a website through the Web Style Sheets in Company Settings5fd4ebbe-925c-4821-9adc-bba99eef35022012-01-16T11:10:28-05:00Step 1 of Language Localization into a different language that the originating language of a website is outlined in this article. c562968a-74b8-4ab4-b060-b9a2bd2b14e82012-01-16T11:10:40-05:00 The second part of localization for more than one language outlined here for easy setup and maintenance of web content. 54da46e0-c2c6-4869-ac68-9d7c1752c6542012-01-16T11:10:15-05:00 Manage Preferences for Web based order fulfillment. These settings will autoamte key part of the Ecommerce process for order fulfillment and automatic email communications with customers. bebd7171-75b8-4c97-9e90-f56b3f719bb82012-01-16T11:10:41-05:00Email Style Sheets hold information for uniform email appearance standards for a given company or division.870b5dc8-a3d9-427a-a3aa-893104a1730e2012-01-16T11:10:27-05:00How to create a New Employee profile in Tradepoint is demonatrated in this article.0b60058e-d5e4-4ef8-b528-14e29236b0e82012-01-16T11:10:12-05:00Enter your Employee information for Payroll deductions.f78f2479-89e5-43e8-ac96-b2ae76e7cbf42012-01-16T11:10:40-05:00 Use Employee Qualifications to specify details about Employee experience and education. ecbe84a9-50ef-4cf3-b5c9-70ac77e7cb252012-01-16T11:10:39-05:00 Track family contacts for Employees using this simple tool for HR Management in Tradepoint. 84e342de-2926-4123-b587-256f79e7cbbf2012-01-16T11:10:25-05:00Manage temporary Employees with Contracts. Click Here to find out more.b8d2d56a-3d6b-4f79-8681-f1a4c026b20c2012-01-16T11:10:41-05:00Options to view your Schedule are described in this article on using your Integrated Schedule.024c976b-f377-44b7-9e64-9f2585fc73252012-01-16T11:10:15-05:00 Make the most of the Mass Email tool built into Tradepoint with the guidelines in this article. 2dec6311-df4b-4306-b980-059b1e4f61812012-01-16T11:10:12-05:00Use Email Rules to Specify actions for incoming emails. This tool is ideal for high volume email or managing email from an Ecommerce website.171b601c-71ba-4e79-b31a-f4bb9074029d2012-01-16T11:10:16-05:00 Use the guidelines in this article to manage multiple schedules for yourself or if you manage someone else's schedule. 408cdfee-5c31-4e25-bdfd-bb2f4a8dcbe12012-01-16T11:10:15-05:00Follow the recommendations in this article to create Appointments that are private unless you are participating in the scheduled Appointment.84c65a2b-fd75-4f56-918f-a8c6bdec161a2012-01-16T11:10:27-05:00 Tradepoint provides a quick search tool so you can find the one email you are looking for quickly. d8127a72-858d-4513-9516-e864c62c83492012-01-16T11:10:41-05:00Use Advanced Search Tools to extend a search for an email beyond your Inbox.13341b3e-78b4-4c45-a7db-94e44fadccc62010-11-06T16:53:38-04:00 Create Mass Email Campaigns in Tradepoint using a two step process. This article explains how. 503671c7-e1f2-431a-a989-421572adcc5f2010-11-09T18:09:29-05:00Create Mass Emails through Tradepoint using these steps.686d6490-992b-4d36-a9e4-41907ce7cb912012-01-16T11:10:25-05:00Follow these guidelines to setup Exchange Email in an iPhone to synch with Email in Tradepoint.2b73d70c-9f9d-4c5d-88c4-b07a7de7cbc62012-01-16T11:10:15-05:00Setup Email on a SmartPhone using these guidelines.f71de8ec-e450-4dea-8fe9-8a9c0b8531792012-01-16T11:10:39-05:00 How to set appointments within Tradepoint is described in this article. 3d86722e-e3bb-4c6e-9eb3-c9367ee7cbb82012-01-16T11:10:15-05:00 Click here for guidelines on setting up existing Exchange Email accounts to synch with email accounts in Tradepoint. 769441e6-597a-4b16-a423-75777c1367162012-01-16T11:10:26-05:00Set up and share your schedule with other people in your organization by following the steps outlined in this article.78a68adb-a0a4-4eb4-8585-451119b33e312012-01-16T11:10:25-05:00Easily setup holidays and scheduled time off for everyone you are sharing a schedule with.02966be1-58b7-4e76-b8a7-5dac988ae8162012-01-16T11:10:13-05:00 Create invitations for your Appointment Attendees and Guests using this tools built into the Appointments window. 683b914a-37e9-493f-b55c-d04159ffcd7b2012-01-16T11:10:28-05:00Make the most of your Appointments with Reminders built in to the Appointments screen.ae6518c2-44d9-49eb-9638-4f44396527db2012-01-16T11:10:26-05:00Attach Documents to your Appointments to be available to everyone associated with the Appointment.ca786770-b5de-4f7c-a188-e199fb38f4242012-01-16T11:10:41-05:00Track any Budget items that are associated with an Appointment using the tools described in this article.fab8c88e-6095-42db-adaf-80912f03cc262012-01-16T11:10:39-05:00Expenses can be associated with Appointments using the steps outlined in this article.87574c2c-dbe2-44da-a0f8-9a4c135871742012-01-16T11:10:27-05:00 Opportunities is a sales tracking tool for Leads, Customers, and Resellers. Tradepoint CRM provides functionality for Sales Opportunities to be created and can be reported on. opportunities can be a part of the dashboard controls within the Work Center, visible to you when you login. 73be12d4-2363-4b83-bc36-69d926d2db7f2012-01-16T11:10:26-05:00Turn an existing Quote into an Order in just a few clicks with the steps in this article.85f2ba6d-8a36-42dd-9836-d731c002e5192012-01-16T11:10:28-05:00 Email Signatures can be created and managed through an Employee file or through an Employees Personal Tab within Tradepoint. 7565e06c-d994-4e5d-a864-497df9de16e62012-01-16T11:10:26-05:00 This article describes some of the advanced functionality within Tradepoint Email.7fdfd1a6-1ff5-4240-be8f-610607545c1d2012-01-16T11:10:26-05:00Quick use tools for managing email traffic to contacts easily from your main email box.97894f9d-19b9-4efd-8557-4b23ac0f60ae2012-01-16T11:10:26-05:00Use the Move to Function in Tradepoint to easily move emails to projects, Folders, or Contacts.a5791bc2-d557-4418-8866-46c46dbc5e932012-01-16T11:10:26-05:00Tradepoint Email includes Integrated Tools to track your email messages as you send and receive them.f6825808-384c-4cf3-90c5-3c0290bad2e92012-01-16T11:10:38-05:00Create a Task from an Incoming Email using this tool in just a few steps.894156af-a35f-417e-b022-01fc3a700d6a2012-01-16T11:10:24-05:00 Manage your customer service through email with the ability to create a Call Log from an Incoming Email. a1547b71-4109-442d-8f19-16ce80080f322012-01-16T11:10:25-05:00Create an Appointment from an Email in just a few clicks using this tool within your email box.3c7bb134-5f67-458f-a198-7eba3c7538ee2012-01-16T11:10:14-05:00 Tools for automatic generation of POs for easy drop shipping is explained in this article. Click here to learn more. 545423da-ad93-429d-b4c0-fd8399debe6d2012-01-16T11:10:16-05:00Track your Drop Shipped Order with the Purchase Order information that automatically shows within Orders.16fe6d84-4690-4eb4-98cc-b1be8054ab772012-01-16T11:10:15-05:00 This article explains the details within a Web Order each time one is created with a website using one of our Ecommerce solutions. f7339474-dd90-4984-88b7-c2014c6dcbc42012-01-16T11:10:40-05:00 Call Logs allows you to track verbal communications into and out of your company. Call Logs has the ability to link to Work Orders, Orders and other functions within Tradepoint. 698d5032-43c8-415c-a1d6-a54e921bf3332012-01-16T11:10:27-05:00In depth tools available within the Product Owned section for additional service provided to your customers.d82f4e8e-7472-4bd9-b924-cdfc7e0d67032012-01-16T11:10:41-05:00 An introduction to Tradepoint's reporting capability with drag and drop fields and advanced customization tools built right into the interface is outlined in this article. bb0d8390-9678-4463-98f4-f55a6d517c5a2012-01-16T11:10:41-05:00Follow these steps to add a watermark to your Documents.62961ee7-0ee7-4b4b-bd98-d5896a2965f52012-01-16T11:10:28-05:00Add bar codes to your documents for continuity in your barcoding system.caebe160-dfa9-4f67-a7d6-fd99a7dbcc6f2012-01-16T11:10:41-05:00Add hyperlinks to your documents for easy access to web resources from electronic documents.87a1a03d-9b3e-4977-9f8c-25bd412828c52012-01-16T11:10:25-05:00 My Business is the Analytic reporting area of Tradepoint. Complete Reporting capability including over 75 preset templates, the option to Export Report Results directly into Excel and the ability to add graphic charts to your reports are just a few options available to your company with My Business Analytic reporting. 30fdf4d8-e62d-43fb-94af-75f42725d1d52012-01-16T11:10:14-05:00 Tradepoint's Work Center dashboard tool is explained in this article. Easily confirgure and adjust your personal dashboard based on your Role within your Company with all of the up to date business information you need at your fingertips. Tradepoint's Work Center dashboard updates as your information does providing you with the latest business information within your company. 4552eb82-f4b3-40d4-a524-c87b47c1d7b42012-01-16T11:10:15-05:00 Tools to configure your Work Center dashboard are explained in this article. Customize your Work Center with the dashboard view of your company's information relevant to your Role in your Company. Tradepoint's Work Center updates with live information as you go through your day. The Work Center dashboard also includes functional tools allowing you to perform various functions right from the Work Center. 3170d1c8-e8dd-4f21-8f77-b25840b00e4d2012-01-16T11:10:15-05:00Use these tools to setup your Flyout Panel for active reminders and updates on yoru company information as it happens.beae8993-5528-4602-8d13-7d2e12899e2e2012-01-16T11:10:39-05:00Save options for your reports are outlined in this article. Each report can have multiple report templates.7d41a488-c9ac-4f03-8685-19c32820a53c2012-01-16T11:10:25-05:00 Your company can have the look and feel within all report and documents created with Tradepoint using the tools found in this window. This article explains the window layout of the Reports Designer built into Tradepoint. This window layout is consistent on each Report found in Tradepoint. 18f406aa-b351-41eb-9599-2f94297eb9c42012-01-16T11:10:12-05:00 Give your Reports the customized look and feel you are wanting to have in your reports by adding your Company's logo or an Image to your forms. With this tool built into the Reports Customizer your corprate logo can embedded into your Reports and documents by following the steps in this article. 09dc9a6e-3adb-4122-ad74-24c230982ae72012-01-16T11:10:12-05:00 Customize and modify the text to suit your Company's look and feel you are looking to communicate through your documentation. 32dc3f35-9510-410a-b1b1-46fa9b86b7842012-01-16T11:10:13-05:00 The steps to add custom reports to your fields is discussed in this article. 27af890e-192a-471f-8e98-f73197e405a42012-01-16T11:10:16-05:00Give your Analytic Reports a visual edge by adding Charts to Graphically display your Reporting Data. The built in Chart Wizard will walk you through creating and detailing Graphic charts that can be a part of your Reporting.e18c3818-af3b-4018-9f95-d63d7df8f31c2012-01-16T11:10:41-05:00Change the color of the background of specific fields as well as fonts on your Reports defining the customized look and feel of your Reports with the steps outlined in this article.62acebee-8546-4adc-ad38-986a0a761bf32012-01-16T11:10:27-05:00 Adjust and Save the borders on your Reports with this tool within Tradepoint's Report Designer. 4a4710b5-6cf8-4c31-8126-756a0a0ef2f72012-01-16T11:10:14-05:00Edit and manage your Style Sheet Settings including watermarks, background shading for line items and borders using this tool within Tradepoint's Report Designer. 19ca88e5-9db4-4245-8aca-5d18245d06952012-01-16T11:10:13-05:00 An article describing basic principles for Accounting. Tradepoint is created with GAP (General Accounting Principles) in mind with Integrated functionality to enable each step of the process to be automatically generated or independently based on your Company's Accounting Software needs. 62e4b594-5a2d-403c-a41c-eb74b68924772012-01-16T11:10:29-05:00 An article explaining the Structure of the Integrated Accounting Software built within Tradepoint. 89ffbec9-7775-4d4d-9f67-0993a94487322012-01-16T11:10:25-05:00 Tradepoint's Accounting Software enables you to make Adjustments for payments that have already been processed. c74f3736-0bfb-4c4a-993c-1449e73c716f2012-01-16T11:10:37-05:00 Tradepoint Accounting Software allows you to process RMAs and Refund's directly within an Invoiced purchase. bcc47ecf-c7ca-42fa-b278-36e8180af3372012-01-16T11:10:38-05:00 This article explains an overview of Tradepoint Accounting Software functionality provided in Payables. 8bb65dec-0e43-4427-a23b-b11bcd5c682c2012-01-16T11:10:28-05:00 An explanation of Tradepoint Accounting Software functionality for your Company's ability to create and Process Bills. 93e8bd24-9fe9-4de2-be87-759333191c8e2012-01-16T11:10:26-05:00Bill payments within Tradepoint's Accounting Software functionality is explained in this article.5ecbf8f4-29b8-40f5-a71d-cebb9ca6b70c2012-01-16T11:10:28-05:00 Tradepoint Accounting Software allows Purchase Orders and Orering to happen directly from the Purchase Order to have a complete chain of events for Ordering for your Inventory. This article explains what is included in a Purchase Order. 372ed714-5f2f-4697-be12-a8c9749b5c1e2012-01-16T11:10:15-05:00Processing Pre-Payments to Suppliers.74111dc8-dca2-4687-8fd4-0d8ce05d84102012-01-16T11:10:25-05:00Setting Up Suppliers within Tradepoint.4d85ed25-ec85-4ed0-92d8-bfd1ee0ee3712012-01-16T11:10:15-05:00Receiving Shipments within Tradepoint.f782f253-db4e-4c6b-9f2c-288f0adb13fc2012-01-16T11:10:37-05:00Receiving partial shipments within Tradepoint.24432199-ad77-4ab5-8f38-829441d79f002012-01-16T11:10:14-05:00 How to establish your General Ledger within Tradepoint's Accounting Software manually or through our Data Import Tool. 640b7403-5a16-406c-bf72-83a6fd9e975d2012-01-16T11:10:27-05:00 Tradepoint includes the ability to pay multiple bills at the same time as part of the Accounting Software. 797f4a91-4f1c-4851-a583-2e64849ff5a12012-01-16T11:10:25-05:00Accounting functionality also includes the ability to print checks directly from Tradepoint. This a customizable function to allow for a multitude of different laser printers allowing you to print checks directly from Tradepoint.4a78fcba-a5b3-4025-a0c2-207629afe24c2012-01-16T11:10:12-05:00 Busines Analytic reporting is available for Tradepoint's Accounting Software right out of the box. 83f18c00-099a-429c-83c6-60af10b824ef2012-01-16T11:10:26-05:00 Legacy or Standard Reporting capability is also available for your company's as a part of the Reporting tools within Tradepoint. How to use them is explained in this article. 82713ff6-f1e0-4aa2-a55e-b30dc4f7836d2012-01-16T11:10:28-05:00Process your company's Payroll and print out your paychecks using the steps built into this Payroll wizard within Tradepoint.eedd4a39-b667-4495-98cd-644b8ca048b92012-01-16T11:10:39-05:00Whether your Company compensates your Employees through salary, commissions, or a combination of the three you have the ability to enter in your time with more than one tool each Employee based on their compensation structure.2b4943c9-3fb4-4c81-9c2b-06ab3f968d202012-01-16T11:10:12-05:00Manage your Deposits easily with the Deposit Tool in the General Ledger.59351110-3ced-4f8b-b690-9fb1f201474f2012-01-16T11:10:15-05:00An article describing how to manually create your Chart of Accounts within Tradepoint for your Company.5461ba33-e2c3-4555-88a0-29d08d24aca22010-04-13T16:13:44-04:00Reconcile your General Ledger easily using this tool built into your General Ledger.67485940-db3d-4cfd-9878-fcbd84e97d892012-01-16T11:10:29-05:00 To make easy Account Transfers within Tradepoint use this tool built into the General Ledger. 6d643b2e-4181-4066-b4bf-37dcfd8ea5672012-01-16T11:10:25-05:00Make easy General Entries into Any Account in your G/L using the tool in your General Ledger.fd649a31-0b1a-4f44-87bc-6dce149cf2bf2012-01-16T11:10:39-05:00Tradepoint's General Ledger has a built in tool for in-depth searching. Search filters are available to be able to search in depth for transactions based on different preferences. a39bebe1-c10e-4932-924d-cb59c4b5cbb22012-01-16T11:10:28-05:00Apply a Credit Memo to a Customer Account using these steps.a7a41302-e8ce-4c62-b8f8-dbe2c8b5cb942012-01-16T11:10:28-05:00Apply a Credit Memo/Pre-Payment agains existing or incoming Invoices to a Customer's Account using these steps.1b31bb3c-56dd-42e5-b831-396bcdb5cbe92012-01-16T11:10:12-05:00Apply a Credit Memo/Pre-Payment to a Supplier Account using these steps.4e072d33-dc1d-464a-a24f-c4caceb5cb202012-01-16T11:10:15-05:00Apply a Credit Memo to existing Bill/s within a Supplier's Account by following these steps.5bd8bf5b-de7f-4791-a1f8-d9a3d1b5cb9d2012-01-16T11:10:16-05:00Report on different types of sales taxes using these steps in Tradepoint.c0ecc01d-95c5-4ca6-89a2-db1b2af4ff572012-01-16T11:10:41-05:00Using templates in Tradepoint to set up your General Ledger structure explained in this atricle.51bb38ef-8754-48d5-851f-03efbda76d422012-01-16T11:10:12-05:00 How to use Tradepoint's Data Import Tool to bring in your existing General Ledger Structure. 7924fa56-b814-4a3b-8d47-b21e47d187482012-01-16T11:10:28-05:00This article includes detailed description of the Functionality available to each Contact through the Receivables section.b1995696-edb1-417c-9927-fbc95fa8eb6e2012-01-16T11:10:29-05:00 Tradepoint provides multiple means to process payments for your company's Receivables as a part of our Accounting Software. 9f2805b0-f7fa-46fc-9102-71edfda69f9b2012-01-16T11:10:26-05:00 Apply one payment to multiple Invoices by using these options in the Accounting tools. d347048c-fc24-4fd0-98db-09cac05ffc3d2012-01-16T11:10:37-05:00 A description of the ability to accept Deposits and Pre-Payments within Tradepoint Accounting Software. 25631226-5029-4c60-891d-5026d4515e872012-01-16T11:10:13-05:00Apply any Deposits taken to an existings Invoices outlined by this article.e7cf9daa-5762-4e76-b4d2-60fcfc21432a2012-01-16T11:10:38-05:00 Use the knowledge base as a tool to link to your Products and services pages within your website. 3ed71e0b-7950-476e-b4ad-54539c19cdd52010-09-03T14:33:53-04:00Information regarding the Australia Post eParcel Export wizard.865e53fe-f5eb-4bfa-a62e-e720a119cd862010-09-03T14:44:00-04:00 Information regarding the Australia Post eParcel Import wizard. ef2ad263-78d2-4528-a752-c2409819cdaf2010-09-03T12:06:23-04:00How to configure the Australia Post eParcel shipping service.2528a19f-bfdc-4b7a-9162-8662e8e1cd9c2012-02-27T09:18:26-05:00Configuration setting for the Authorize.net payment service.5e073de7-4382-45b2-99b0-ac25d0e5ccc52010-06-29T13:36:12-04:00 "SEO is the active practice of optimizing a web site by improving internal and external aspects in order to increase the traffic the site receives from search engines. Firms that practice SEO can vary; some have a highly specialized focus, while others take a more broad and general approach. Optimizing a web site for search engines can require looking at so many unique elements that many practitioners of SEO (SEOs) consider themselves to be in the broad field of website optimization (since so many of those elements intertwine)." 2041a41f-6947-4c18-b875-5a05d2f7cc4a2010-07-22T17:02:16-04:00Tradepoint Enterprise now supports automatic email notifications being sent of all category, status and Conversation updates. This knowledge base article will walk you through setting up this functionality.740df6e3-95c0-4458-8abe-ec0b0a3b26622012-01-16T11:10:29-05:00Calls within the Flyout Panel tracks any outstanding Calls and any reminders of follow up Calls that need to happen.e44f593d-21d2-4200-b681-de7acf69cc6b2010-01-22T18:15:12-05:00 This error can occur in certain circumstances where IIS is not properly configured or is in a special mode often caused by configuration with Plesk and other automated installers. 7f17931d-0a1a-430a-bb24-4f4e157acc632010-02-12T11:13:42-05:00If you are having problems installing Tradepoint because the framework cannot be installed, please download and run this tool.e066b28c-1f3f-4f04-bd82-6125e6e4cce62010-06-28T10:05:58-04:00CAS Permissions for Plugins in .net 4.0a1573363-8425-45bd-8a4a-de165513cd622010-09-03T14:54:11-04:00Complete drop shipments in a few steps with Tradepoint. This new feature compliments the drop shipping tools for ordering.f66b5deb-f551-4da7-b207-c6e2b127d06b2012-01-16T11:10:41-05:00Each service has unique requirments for configuration, each section of this article will give an example configuration section as well as define each property.c082728f-983f-4359-8f95-f4a6cc3e607c2010-04-13T16:13:44-04:00How to configure the DHL shipping service for Tradepointc4dd4b60-0cf0-48dd-96c0-5ea181712cb42012-01-16T11:10:38-05:00 The content of your articles can be generated in more than one easy way. Find out how in this article. 55ce3f1d-1902-405d-bb83-2628ce5acc6f2010-01-04T19:05:40-05:00 Use teh Create a document with Tradepoint to create a document within a specific location in Tradepoint through the desktop based Office application located on the computer Tradepoint is being accessed on. 8078af5b-06b8-45fb-9b03-9ff3d05accc52010-01-04T19:05:40-05:00Maintain a smaller database by creating a shortcut for an existing document already within Tradepoint. Click here to see how.b0a3485d-ccef-4fbe-aa44-ff9b3229ccae2012-01-16T11:10:30-05:00Create a backorder in Tradepoint directly from the Order screen.50e23fe7-1fa7-4ecf-a389-36a33965cd462011-05-13T23:47:20-04:00Steps to creating a custom web payment editor control.a644906d-5219-4622-a83e-c6713963b4962012-01-16T11:10:28-05:00 This article outlines the tools available to you to create and post to your website new knowledge base articles. 5443caeb-a2aa-4018-a614-4686ea5acc6b2010-11-09T22:03:53-05:00Use credit limits for any Customers, Resellers or Suppliers you do business with. This article explains how the credit limits work andhow to set them within an account.8d8d605f-0863-44ad-94e5-93bf7312cddd2010-08-25T10:46:31-04:00 With Tradepoint Version 3 screen customizations can be made with drag and drop tools. Click here to learn more. 5e52ab20-50e0-4780-bd0a-422c9ab17e862012-01-16T11:10:25-05:00Customize your Flyout Panel to show only the information you need with the built in drag and drop tools.c3261e60-9ffa-418f-8bfa-b9c9ee5accd52010-11-09T22:03:53-05:00Set default shipping preferences for more automation within the sales process for customers and resellers.fd2ef044-9ea6-438a-b3f6-5a17d45accb92010-01-04T19:05:40-05:00Make revisions on existing documents inTradepoint from an external source using this feature. Click here and learn more.462f4c2f-c323-4c20-9b70-2696d25accbb2010-01-04T19:05:40-05:00 Manage document security using these options for internal document access and access to documents which may be shared with customers and contacts through a web site. e2ef2944-2a4b-4a87-8bb6-82985f1a44232012-01-16T11:10:39-05:00Follow these guidelines to establish templates for your Documents.e4f1340b-1991-4448-b437-624cf05acc042010-11-09T22:03:53-05:00Use the drop shipping options for Resellers for more automation in order processing for any Resellers distributing products b22c9b78-cd50-405a-b589-648dc34001782012-01-16T11:10:26-05:00Establishing templates for all of your email messages.751afe34-ae26-40c3-9bb8-00da81c4caac2010-01-19T11:02:15-05:00Mail Account Types16b520f4-a3c5-416b-a015-2a794642cc092009-12-23T13:45:31-05:00Configuration and testing information for eWay payment service.7de0675b-ee8b-4282-b7c4-718adab494622012-01-16T11:10:26-05:00Reminders for Expense Reports will show in the Flyout Panel so your expenses don't fall through the cracks.9b2ab655-cb36-4b7b-9f6f-1b66c264afb72012-01-16T11:10:25-05:00How to configure the FedEx shipping service.80989297-f538-4b26-bb58-68b03e90da782012-01-16T11:10:26-05:00Reminders about any Flagged Email within your Flyout Panel will come due with each Flagged Email.4f4f967d-33ba-4451-aa76-edc89fffcb812009-12-24T12:54:46-05:00List in Order of functionality to be added to Tradepoint Enterprise.87dd3d0e-010b-4b92-b0af-f19e9f88ce892012-01-11T10:11:17-05:00Setup and configuration of Google Checkout.797fdcae-a6e8-4243-85bf-4348c3c435af2012-01-16T11:10:25-05:00Make the most of your Graphics in your Email Templates using these recommendations and tips.1ba0d1be-82ad-404e-bbbb-fc1075eaad0e2011-01-20T09:52:34-05:00 The Tradepoint web site archtecture is built using ASP.NET and master pages in XHMTL 1.1 compliant standards. This means that most sites can be created by modifying two files in the site archtecture: The master page, and the CSS style sheet. As a result, Tradepoint's web technology is consistant with all other website requirements. To that end, the following recommendations are suggested for graphic designers builting web sites: d17df777-34fa-4eab-94b2-166a36f3ccb12010-07-16T15:17:19-04:00How to add a custom page to your site using templates.da38b23a-a16d-41e4-912f-fb2dded9cc4c2010-06-14T09:03:22-04:00This overview will teach you how to access the custom routing engine and how to add your own routes and have your site automatically use any changes to your routes.36cd1b2b-997f-447a-bc9a-4c081ffbcc812010-07-26T16:32:44-04:00 Configuring a barcode scanner can be tricky. This article will explain the steps to make your barcode scanner work effectively with Tradepoint Enterprise. f924d2ec-e184-4515-9da1-d92bf239cd7b2010-10-14T16:03:29-04:00How to configure a synchronization service for use with your companydcfba763-e815-42bb-a7b6-93433adccc502010-06-28T10:29:30-04:00Tradepoint can sync all of your contacts, tasks and appointments with Exchange Server 2007 SP2 or later so that you can integrate with your smart phones. Here's how.447b86ab-0030-4f8b-b7f4-15d46113cd262010-08-26T13:23:09-04:00By default Tradepoint supports most English, French, Spanish and Arabic languages. However if you wish to use other languages this knowledge base article will assist you.e520e392-78b6-4ac0-ba9f-09dba3e6cc782010-06-30T14:59:14-04:00July 1st both BC and Ontario move to harmonized sales taxes. Here's how to update your tax setup to support this change.219f798b-e0a2-4257-93d9-44cd0dddcc6c2010-11-10T16:42:11-05:00By default Office 2010 does not come with the required software to allow documents to be properly indexed within Tradepoint. Use the attached download to ensure that your documents are indexed.81e4990c-0abf-4aa8-b798-b7d89700cd752010-11-09T20:01:16-05:00Sometimes you'll end up with a contact creating a duplicate account or someone will accidently miss a contact already being in the system and create a duplicate record. Here's how to merge two contacts together INCLUDING accounting data1e5a5223-93cd-4acb-936f-b4e196e6ccfe2010-06-30T13:14:17-04:00This requires extensive SQL knowledge and should be done by your system administrator, but there are many reasons you'd want to move your database file including lack of disk space etc. This article will assist you in this process.2130d52a-0ae8-443a-a64b-4cb71a02cd2a2011-05-21T01:23:33-04:00 It is highly important to ensure that your old URLs will point to proper and relivent URLs on your new website. Failure to do so will result in all of your SEO efforts being completely erased and all organic linking to your site resulting in 404 errors which will drive away traffic to your site. Tradepoint allows you to setup redirects for these links so that they go to your new content with no SEO penalty and all old organic links will continue to work correctly. Here's how. a5920698-5b7b-4713-9b87-d932c97bcd942011-05-13T23:47:20-04:00How to register the PayPal Standard payment control that redirects the customer to PayPal to complete a payment.311e02e8-04ce-4ca8-8924-a427820bcd722010-08-16T12:51:57-04:00In larger organizations it can be beneficial to have a staging environment to test the effects of major updates on your websites, plugins and other aspects of your business. This article will explain how.0066e111-3c8d-488a-82f3-bb4651f5cb292010-04-13T16:13:44-04:00When the 4 gig limit is hit, use these instructions to upgrade legacy SQL Server 2005 express edition installations to 2008 and enable file streaming to maximize the life of the data file by removing documents and attachments from the database.3539928d-7e15-41b7-88af-4cea89abcbc72012-01-16T11:10:13-05:00Add hyperlinks to resources using the Hyperlink tool.89c33455-f999-43d3-b32f-e545d05acc952012-02-10T15:28:00-05:00Upload an existing document from the hard drive af a computer into Tradepoint using this feature within Document Managment279f9367-b14c-4e2c-b50e-02109e0bcdd62010-08-16T16:09:59-04:00 Previous versions of Excel's data engine can be very inconsistant in what it will allow to be imported or you may have an xlsx file that you need to import. This will help you: eaeae017-4d3f-4e7b-822a-13e73029cc6c2012-01-16T11:10:37-05:00Support article for an installation error that can come up during the final steps in an installation.ccb316ae-ba08-4325-afb6-64b2d71cd12f2014-04-02T18:05:54-04:00A six-part video that introduces various changes to Tradepoint POS, available since version 4.0.0.401 of the application.15d3f5e5-0321-469c-a379-2033cce411122012-01-16T11:10:12-05:00 An Introduction to the Flyout Panel. f45fc1e7-cb5e-4b85-899b-f83f1ea34a4a2012-01-16T11:10:41-05:00 An Introduction to the Knowledge Base within Tradepoint. defda4f7-380e-47fb-b0d4-de5364307da62012-01-16T11:10:41-05:00Inventory Management happens through the Flyout Panel along with the ability to create Purchase Orders directly from the Flyout Panel.4ba39d55-66c0-482e-b572-c93c2019cda92010-09-03T07:39:02-04:00Use Tradepoint's Inventory Stock Count Tool for easy updating of inventory levels after stock counts. Click here to learn more.5c8961b5-90fe-4fd0-9683-1553bc15cd6e2010-08-30T07:55:09-04:00Use the stock count tool for physical inventory counts. Update inventory and valuations automatically.4ab5b7b0-07ec-4c38-b117-8c810dd3cdb72011-04-27T11:39:22-04:00Description of available replacement tags that can be included in a invoice email template.cb54c25d-5095-496e-ada2-878fdb4e04392012-01-16T11:10:39-05:00Create the Category Structure for your Knowledge Base articles by following these steps.25918fd8-79b0-4786-abed-ea5f1a0bd9762012-01-16T11:10:16-05:00Establishing templates for your Knowledge Base Articles.895b6872-f6b4-4952-982b-860a5729ccbf2012-01-16T11:10:27-05:00Link a product to an existing product already in a shopping cart. This is ideal for products that are meant to be sold with each other such as a product that has insurance or a year of service with it.49e4be6c-da26-440d-ad65-8a767579cd062011-01-03T11:41:17-05:00Configuration of a LinkPoint Connect payment service.2f9bc115-8fac-482e-b4d4-2b2be35acc2c2010-11-09T21:33:02-05:00Add multiple shipping addresses within an order or through a contact's account information with this feature.567d5f3d-3de5-40ed-aafe-1cd204eccccc2010-07-07T11:08:15-04:00It is critical to have your URLs have keywords in them reflecting the content of the page. This is done by using a specific title. However, there can be pitfalls in this approach. This article explains how to work around these issues and optimize your site for Search Engines in the process.bc4812db-f1d7-4457-94ce-c8bcff69cfe72012-10-02T13:18:40-04:00 A summary of new features and links to videos. 0d852b50-7cd6-439b-a808-8a28efeccc582012-01-16T11:10:14-05:00Troubleshooting steps if it seems that the order status or shipment status emails are not being sent.d935a9e1-4ef0-4f8f-923d-40ccffe168582012-01-16T11:10:38-05:00Description of available replacement tags that can be included in an order's shipment email template.0c43ba93-966b-44f2-ab8f-c91cf53f55b02012-01-16T11:10:15-05:00The functionality within the Outstanding Orders Section of the Flyout Panel reminds you about any outstanding orders that have not been fufilled yet. Orders can be fufilled directly from the Flyout Panel.14fd2144-2d80-4c4a-a79b-3b51f65accbd2010-11-09T21:33:02-05:00Page Layout options for product display on a web site can be controlled through the Page Layout options descibed in this article.e913ac10-6266-4173-b983-ed1aec5acc4f2010-11-09T21:33:02-05:00 Use Payment Terms for the sales process within Customers, Resellers and Suppliers within Tradepoint. 8b8c2ee5-268e-4f06-8ea5-f0ace4e1cd0f2011-12-14T13:51:55-05:00 Configuration settings for PayPal Website Payments Pro payment service. 1dfa873f-0983-46d5-8696-2726ce6acc6c2010-01-25T16:26:35-05:00 Tradepoint POS allows you to setup any number of different menu sets to allowing you setup each workstation with a completely different look and feel. 6cc4968c-7fa5-44a3-b787-b79f4633d1202014-05-01T07:56:58-04:00The following KB article details how to remove HTML tags from labels when printing receipts through the POS. 65dcb1a1-8bfb-4980-b994-9bc0b7f5c3892012-01-16T11:10:27-05:00Establishing templates for your Press Releases by following the steps in this article.24e4e63c-122b-4415-9078-0b2ced5acce12010-11-09T21:43:10-05:00Tradepoint support Price Lists and Discount Lists being set at the contact level for close controls of pricing and any discounts given.56dd8e78-43c0-4102-9175-fa5d2119cd062010-09-03T07:39:02-04:00Print product labels for inventoried products easily with Tradepoint. Ideal for product labeling in a warehouse or fulfillment center.2d82030f-243b-41b6-823b-825bf55accfb2010-11-09T21:43:10-05:00Tradepoint's Setup tool supports URL re-writing, SEO optimization and other features for Product Category display preferences on a web site. Click here to read more.81ca9542-d773-403d-b549-7fe69c4b5aec2012-01-16T11:10:26-05:00Establishing Templates for the different types of Projects within Tradepoint.76ef17ac-53e7-4f11-b0c4-57ab746015362012-01-16T11:10:26-05:00Projects in the Flyout panel keep you informed about the Progression of your Projects and any Reminders to your Projects.02e17360-a401-4faf-93db-69ec39b0ccca2011-02-25T10:07:56-05:00How to configure the Purolator Shipping Service for Tradepoint Enterprise.48737789-82cf-404f-8c05-06c5f3cbd0132013-12-20T18:54:23-05:00 Refund, Return, Exchange 3f97809c-d453-41a7-a35f-56a86653bb4b2012-03-06T13:02:08-05:00Learn how to create an Endicia shipping service account and enable the service within Tradepoint.0a96fcca-5d2c-4cda-9ad4-ef3be75acc822010-11-09T21:53:34-05:00Tradepoint supports processing Repairs as an Order on items that have been purchased. Click here to see the steps.3718807b-d587-4686-aab8-03625fcdf92d2012-01-16T11:10:12-05:00Tracking RFQ's happens with the Flyout Panel. Any Reminders as well as updates on the Status of any outstanding Requests for Quotations will be available here.5c760eb1-7bdc-4b3f-83ce-eb02a3aecbc12012-09-19T08:52:11-04:00 How to configure the Royal Mail Despatch Express Shipping Service for Tradepoint Enterprise. 4e71a179-0ec3-4e8c-b22a-f7a288dfccfc2010-06-29T09:31:55-04:00Configuration settings for SagePay payment service.9b800ff3-5104-41c3-a168-3bc1d9d9cc6c2011-02-03T14:35:32-05:00The key to the status field931a4703-08e4-47d1-bc22-1452cf5acc152010-01-04T19:05:40-05:00 Found anywhere the Add Document option is found, use this option to scann in documents to numerous places within Tradepoint. b5842771-2673-445b-a743-b4661ea28dfb2012-01-16T11:10:40-05:00 Make the most of search engine optimization for your knowledge base with this easy to use tool. 4dbb3656-2373-46fc-b19f-cfbf883d1bc22012-01-16T11:10:16-05:00Use the Security Settings within the Knowledge base giving access to both employees within your organization and clients, partners and web traffic externally using one of our Ecommerce solutions.3e281abf-1b51-4162-9022-7ee9b90b9c6b2012-01-16T11:10:14-05:00How to send an Email to a Customer.c599431e-1450-4b08-9a94-928bb8f0ccab2010-07-13T10:46:44-04:00Products.RequiresSerialNumber Enumeration Values7906c337-c8d9-4af0-8296-5e3b3652f9272012-01-16T11:10:26-05:00Setup your preferences and categories for your Tasks using these tools in the Setup & Configure Tool illustrated in this article.4936dfd5-6927-492d-9c7c-ec527be7cb792012-01-16T11:10:16-05:00Use these guidelines to setup a POP3 or IMAP based email account on an iPhone.668d1c49-c42e-4daa-9cf0-1d7132adcc5c2010-04-18T12:58:01-04:00Tips for how to share products between Divisions and Companies.65c5626a-9bab-414a-a75e-c70a2e14ceb72011-07-19T08:39:12-04:00Here is a free utility that can be used to generate a sitemap of your website in the standard google sitemap.xml format.4f736090-53c4-4099-b689-8b06f1ee6fc02012-01-16T11:10:14-05:00Description of available replacement tags that can be included in a successful web order email template.fc7330a1-d1e3-4856-8314-6db14642f0cd2010-04-13T16:13:44-04:00Although Tradepoint can run on relatively old hardware, when purchasing new equipment we recommend the specifications listed in this knowledge base article.7969af81-7f0f-41eb-b2be-b8a4b161cc562010-05-03T13:06:33-04:00A comparison showing the supported features for payment services supported by Tradepoint Enterprise.f4a46ea1-c100-44cd-81c2-322c78fe284c2012-01-16T11:10:37-05:00Tasks within Tradepoint's Flyout Panel allows for internal communications and completing Tasks as they come due.4c876a47-f96a-4414-91e7-b27e4c40e11c2012-01-16T11:10:15-05:00 How to use Teaser Pages within Tradepoint's Knowledge Base. 956ab8f4-424d-44a7-8ae4-0369b3baccc42011-04-29T08:46:12-04:00 Update bing with your new site map: http://www.bing.com/webmaster/ping.aspx?siteMap=www.tradepoint360.com bafb7402-1982-4f20-b8ad-c1f4084b740a2012-01-16T11:10:40-05:00Use the Template feature within the knowledge base for consistency in formating of all of your knowledge base resources.d53e0e18-664c-4e5c-b32c-001e9558cd492010-11-22T17:15:55-05:00This article details an explanation of Tradepoint Enterprise and Ecommerce licensing.abc6b329-3c6c-4215-a397-ce155429ccbc2012-01-16T11:10:28-05:00 UK Postal Code Localization for Ecommerce integrations. Over ride any browser settings for people coming to a web site with this option. 8eb39576-33ee-4d64-8c02-06cf2cadcc242010-06-17T14:57:59-04:00Setup steps for integrated Shipping for United Parcel Service. The Shipping certification plug-in is required to setup integrated Shipping Services.acd7e1af-7384-4c20-b8bb-a17ef35acc9d2010-11-09T22:24:09-05:00 Use the Update Matrix Tool for easier updating or pricing matrices. Set pricing to an existing price list or adjust prices as necessary. b163cea9-d751-4a0c-a7ca-80b80976eb0b2012-01-16T11:10:27-05:00How to configure the online services for UPS.1f9afdb9-4272-4fc0-9edd-a4308564cfe52012-09-19T09:11:51-04:00 Configuration settings for the UPS WorldShip Xml Auto Transfer shipping service. 468f21ce-1f86-401c-96fc-746bcd5acc4a2010-01-04T19:05:40-05:00Document management capabilities of Tradepoint are outlined in this article.3b8ce8c2-4eef-4f1c-b8dc-95a02319cd222010-09-03T07:39:02-04:00Use kits to sell bundled products easily on the web or directly. Click here to learn more about kits in Tradepoint.6bc99b58-7463-4e61-977c-c53d2219cd8a2010-09-03T07:39:02-04:00 Bill of Materials is supported within product management in Tradepoint. Click here to learn more. 21ddd69a-a281-4060-8c54-58e7f22dcd172010-09-29T09:03:33-04:00Use the Drop Shipping Wizard to track details of drop shipped orders to customers easily.18bdca37-5545-4112-a8c2-3e095929cc412012-01-16T11:10:12-05:00Setting up Products to have Free Gifts or Services to be sold at no cost or given away as gifts can be done using these options when skinning a website.fcbb0e6a-48c6-40b7-91f4-ca331b4266082010-08-17T12:52:40-04:00Which attachments are safe, which ones will be automatically removed, and why.b46ad7de-e52b-4c8e-8abd-89c87383cc962010-03-09T14:45:40-05:00test0f9c5b58-57f3-404f-9bd8-cd37f7b8ccf12010-06-29T08:21:03-04:00Configuration of a Yes-Pay payment service.