Setup & Configuration Tools

Introduction to Quick Start with Tradepoint
Introduction to Process Management
Basic Screen Layout
Navigating Tradepoint
Iconography within Tradepoint
Your Company Profile
Setup Your Email
Activate Your Schedule
Importing Data
The Time Clock
Categories & Statuses
Categories
Statuses
Event Management
Appointment Categories
Customizing Your Reports
Work Center Setup
Flyout Panel Setup
Security Profiles & Settings 
Creating Customized Security Profiles 
Contact Filtering options for Security Profiles 
Security Profiles - Shaping Access to Functions 
Security Profiles - Employee Access to Email & Schedule 
Security Profiles - Reporting Preferences 
Creating Multiple Profiles from an Existing Security Profile 
Create a Database Backup to Restore Tradepoint on Another Computer
Change a Remote User to a Networked User
Change a Networked User into a Remote User

Company Settings

Configuring Your Company
Divisions
Single Company Setup
Multiple Company Setup
Single Company with Multiple Divisions
Multiple Companies with Multiple Divisions
Documents
Employees
Chart of Accounts
Using a Template to Create a Chart of Accounts
Create a Chart of Accounts Manually 
Import a Chart of Accounts
How Sales Taxes Work 
Sales Taxes
Sales Taxes Based on Zip/Postal Code 
Applying Sales Taxes to Products
Company Contact Information
Departments
Accounting Preferences
Inventory and Orders
Order Fulfillment Preferences 
Setting up Payroll in a Company 
Setting up Deductions for Payroll 
Payroll Fee Schedules  
Web Operation Preferences 
Website Style Sheet
Languages & Localization - Step One
Languages & Localization - Step Two
Email Style Sheet

Employees

Establishing a New Employee Profile
Contact Info
Security Settings
Preferences
Attributes
Qualifications 
Relationships 
Email Settings
Email Functionality
Collaborative Email Tools
Establish Schedule Availability
Appointment Book Setup
Appointments
Tasks
Products on Loan
Expense Reports  
Payroll Preferences
Outstanding Expenses
Personnel File
Contract Employees  
Documents
Notes
Manage Job Applicants

Customer Relationship Management

Sources
Enquiries
Leads
Customers
Resellers
Competitors
Rolodex
Categories & Statuses
Reminders & Alerts 
Searching Tools  
Quick Reports   
Mail Merge Tool - Part 1 
Mail Merge Tool - Part 2 
Mass Email Tool
Adding Documents to a Mass Email 
Newsletters & Customer Communications
Document Management
Opportunities
Sales Funnel Activity
Creating Quotes
Processing Direct Orders
Web Orders 
Drop Shipped Orders
Tracking Tools for Drop Shipped Orders
Creating Invoices
Call Logs
Products Owned - Purchase History

Accounting

Introduction to Accounting
Setting up Your General Ledger
Using a Template to Create a Chart of Accounts
Create a Chart of Accounts Manually
Import an Existing Chart of Accounts
Sales Tax Setup
Setting UpSales Taxes based on Zip/Postal Code
Applying Sales Taxes to Products
Company Contact Information
How Sales Taxes Work  
General Ledger Structure
Accounting Preferences
Contact Based Accounting
Accounts Receivable
Refunds and RMAs  
Applying a Single Payment for Invoices  
Accounts Payable
One Payment to Multiple Bills  
Applying a Single Payment to Multiple Invoices  
Deposits
Applying Deposits to Invoices  
Account Reconciliations
Account Transfers
General Entries
Accounting Search Tool
Reporting
Reporting on Sales Taxes
Printing Checks from Tradepoint
Multi-Currency Tools  Coming Soon!
Quotes in Other Currencies  Coming Soon!
Orders in Other Currencies  Coming Soon!
Invoices in Other Currencies Coming Soon!
Credit Memos for Customers
Apply a Credit Memo to an Invoice
Credit Memos for Supplier Accounts
Apply a Credit Memo to Bill/s  

Enterprise Resource Planning

Suppliers
Re-Ordering at Max Quantities Coming Soon!
Warehouses
Receiving Shipments
Receiving Partial Shipments
Inventory Adjustments
Products
Setup
Valuations
Costing Models  Coming Soon!
Packaging Types
Price Lists
Quantity Price Breaks
Assigning a Price List to a Contact
Assemblies
Product Kits
Products on the Web
Supplier Ratios Coming Soon!
Applying Product Discount Codes Coming Soon!
Negotiated Multipliers Coming Soon!
Set Target Inventory Quantity  Coming Soon!
List Pricing Options Coming Soon!
Supplier Re-Ordering Options Coming Soon!
Printing an Inventory Report Coming Soon!
Printing an Inventory Report with Valuations Coming Soon!
Back Ordered Items Report Coming Soon!
Batch Order Fulfillment Options Coming Soon!
Single Order Fulfillment Options Coming Soon!

Document Management

Introduction to Document Management
Document Entry
Creating a New Document
Scanning in a Document
Creating a Link to a Document
Importing a Document
Global Documents Window
Changing the Color of Elements in your Documents
Adding Images to your Documents
Adding Graphs to your Documents
Adding Watermarks to your Documents
Adding Barcodes to your Documents
Adding Rich Text to your Documents

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Project Management

Project Overview
Detailed Plan/Gant Charting
Team
Tasks & Reminders
Products Involved
Budget
Expenses
Generating Quotes
Time Clock
Managing Your Hours
Documents
Email
Using Project Templates

Reporting & Business Intelligence

My Business Analytics
Dynamic Schedule
The Flyout Panel
The XtraReports Writer
The Work Center
Integrated Email Tools
Saving your Reports
Event Management

Ecommerce Management

Inventory Management
Product Listings
Specifications
Teaser Pages
Overview Pages
Custom Pages
Reviews
Documents
Image Galleries
Shipping Setup & Preferences
Press Releases
Knowledge Base
Managing Static Text
Localization
Search Engine Optimization Tools
Templates