Tradepoint Business Management Solutions - Everything Business, connected.
Shopping CartCart: 0 Items, Total: $0.00
Login to your Account
Get a FREE Demo - Try Tradepoint for 30 days

2.3 Tradepoint Navigation


Related Articles

The General Concept:
Tradepoint has been architected from a "Categorical Information Management" point of view rather than an "Action-Item Centered Management" approach.  By doing this, Tradepoint becomes a more scalable and intuitive software package for any user. For example: Normally when you create an invoice, you are creating an invoice for a certain customer or dealer.  Therefore in Tradepoint the invoice creation screen is located in the billing section of a customer or dealer account.  The same general concept applies to responsibilities in all areas in the software: Warehouses, Staff, projects, documents, General Ledger and others.  Any business management action can easily be done within three clicks or less.  This makes it easy not only to find the data you are looking for, but also manage your specific area of the company with out being distracted by other areas that may not concern you. 

Menu Navigation:
The "menu" of the software is comprised of three sections that will appear as tabs at the top toolbar on your screen:


Each section enables three different menus allowing the user to utilize the various functionality within the software. You will see a series of icons grouped by section within each tab: 

The 'Home' tab will allow you to access the main functionality of the software.

The 'Tools' tab will allow you access to five sections of functionality specific to primary information necessary to the operating environment within your business.

The 'Personal' tab will allow access to functionality specific to the individual logged in under the assigned security settings.


It is important to note that Tradepoint will allow a user to keep multiple windows open at any given time and the title of the open windows will reside at the top of the screen just above the main toolbars. Each tab will light up as the mouse is scrolled over each open tab. This allows for multiple screens to be open at one time and for easy navigation between open windows without having to close out each window before opening a new one.

To close out an open window click the red 'X' on the open tab. Tabs will remain open in the order they were opened until the User chooses to close them. If a User logs out of Tradepoint all windows will be closed and you will be prompted to Save any changes that have not been saved up to this point.

There are three other sections of functionality displayed on the screen of Tradepoint. The first is located on the right hand side of the screen vertically. This is a Flyout Panel with built in Alerts/Reminder functionality that will alert you to different items that need to be addressed when you login. It will always appear on the right hand side of your screen as you see below.


When you have active reminders they will appear at a scheduled time or when a user logs in to Tradepoint. A box will pop up in th elower right hand corner with a live icon for you to click to direct you to the specific reminder in the Flyout Panel. The reminder box will appear as you see below.

Additional functionality is available within this reminder bar including the option to create a new file, edit an existing one or print that particular reminder. A drop down screen accessed from the top of the active reminders screen allows a user to drill down into additional detail within reminders.

Two other important areas of Tradepoint can be found on the main screen. At the bottom of the screen there are two sections. On the bottom left hand side of the screen is a search bar that willshow the status of email and perform a key word search on any topic within Tradepoint.


 The right side of the bottom screen contains a quick note feature and a screen to show the status for a chat feature that will be added to the software in the future.

The quick note feature is meant to quickly jot down information that can then be inputted into the correct section of Tradepoint when you have a moment. When this feature is active the screen will pop up allowing you to type in the necessary information.

This tool bar will also show the status of incoming email and synchronization.

Back to the original concept of navigation within Tradepoint being based on "Categorical Information Management" point of view rather than an "Action-Item Centered Management" approach. As a result, Tradepoint allows a more comprehensive, intuitive approach to managing the information coming into your business.

Click Here to Return to Introduction to Tradepoint Index.

Thank you for Adding an Item to your cart

# of Items Added: 1
Total of Items Added: 0.00
Continue Shopping Show Your Shopping Cart