A linked Table of Contents searchable by topic. Click on a topic for the tutorial.

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A Guide to Getting Started Quickly with Tradepoint. More

Get started quickly with Tradepoint, establish your company profile with these easy steps. More

An Explanation of Company Setup for Companies that have only a single Division or don't use Divisions. More

Setup multiple Divisions within one Company using the steps outlined in this article. More

Tradepoint supports multiple separate companies, the setup for a multiple company structure is explained in this article. More

Create more than one company, each with Tradepoint using the steps in this article. More

Company contact information will allow activity to automatically track to a given company. More

Create your employee profile in Tradepoint, one of the first things to do to get started quickly with Tradepoint. More

Use one of our Templates for setting up a Chart of Accounts automatically within a company division. More

Generate your own Chart of Accounts (COA) with tools in Company Settings. More

Import 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. More

Addressed in this article is how to setup more than one Security Setting profile for your Employee profile within Tradepoint.

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Tradepoint supports numerous Sales Taxes at a National, Regional and Local level. This article provides an overview of the Sales Tax Structure in Tradepoint. More

Set up your Sales Taxes based on Zip Codes with the steps outlined in this article. More

Apply Tax Rules to Products individually or specifically through the steps outlined on this article. More

Company Contact Information and how it tracks appropriate Sales Tax information by account. More

How the Company Settings and Sales Taxes work together to automatically calculate the necessary Sales Taxes as transactions happen. More

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.

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Quickly setup one or more than one Email Account within Tradepoint. More

Steps to setup Ecommerce Payment Gateways are explained in this article. More

Establish Live Shipping Accounts by following these steps outlined in this article. More

Shipping Methods, what are they and what do they do? This article explains what they are and how to set them up. 

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This article covers how to activate the Dynamic Schedule in Tradepoint to get started using Tradepoint quickly.

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Included in this article is how to establish the basic Category Structure to manage your information so you can get started quickly using Tradepoint. More

What 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. More

Follow these steps to create a backup of a company database to restore Tradepoint on another machine.

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Change the type of user from Networked to Remote using these steps. More

Go from a Remote user to a Networked user with these steps. More

Manage your contacts easily with the Move and Copy Tool in Tradepoint. More

Edit fonts and logos easily within forms using the reports designer.

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Setting up your dashboard controls in the Work Center can be done easily by following these outlined steps. More

Your Flyout Panel can easily be established to provide you with up to date information and reminders for daily activity within your company. More

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.

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Apply Sales Taxes to Products using the steps outlined in this article. More

By 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. More

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:

 

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