Order
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Updating an order with an order sheet
Export an order to Excel, change the quantities, and upload the file to update th...
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Introduction to the order view
Introduction This guide explains how to navigate and utilize the order view in Tr...
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How to create a order draft
Introduction This guide explains how to create an order draft in Traede. Initiall...
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What is a selection?
A selection is not a separate type of order — it's a stage an ordinary order sits...
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Changing order data
Introduction This guide explains how to change order data in Traede, aimed at use...
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Adding Discounts to Order Line
How to add a discount to a productIntroductionThis article explains how to add a ...
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How to Change the Currency on an Order
Introduction This guide provides a step-by-step process on how to change the curr...
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Order addresses
IntroductionThis guide explains how invoice and delivery addresses work on orders...
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Managing Order Addresses
Introduction This guide explains how to manage and change the address on an order...
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Notes + Tasks
Introduction This guide covers the process of managing orders in Traede, focusing...
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Comments
Introduction This guide details how to effectively use comments within the Order ...
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Cancelling variants
Cancel Variants lets you discontinue one or more variants in bulk. It removes (or...
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Understanding order statuses in TRAEDE
An order's "status" in TRAEDE is actually three separate things: a lifecycle stag...
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Order list status indicators
The order list now shows all row-level indicators in a single status column next ...
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Working with delivery status and available on orders
Introduction: the difference between delivery status and availableWhen making ord...
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How allocation and delivery dates work
When you confirm an order, TRAEDE works out two things for every line: whether th...
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Cancellation reasons
Cancellation reasons let you track why order quantities are lost. When someone ca...
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Cancelling and reopening an order
Introduction This guide explains how to cancel and re-open orders.An order can be...
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Sending order confirmation
Introduction By following these steps, you can efficiently send order confirmatio...
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Copy order
Introduction You can copy an existing order in TRAEDE, either for the same custom...
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How to archive a backorder
Introduction If an order is partially shipped and you want to delete the back...
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Splitting and merging orders
Introduction This article explains how to split or merge orders in TRAEDE. Splitt...
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Importing orders
Use Import to create sales orders without adding products one by one. You can imp...
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Importing orders from Excel or CSV
Upload an Excel or CSV file, match its columns to TRAEDE fields, and TRAEDE creat...
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Creating an order from a linesheet
A linesheet is an Excel order sheet that TRAEDE generates. Your customer fills in...
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Creating an order from a PDF or photo
Upload a customer's purchase order as a PDF or photo, and Document capture create...
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Exporting to Excel Order Sheet and Importing again
Introduction Exporting orders allows you to generate an order sheet in Excel form...
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Inventory availability in Drop Control
Inventory availability decides how much of each product can be sold on a drop. Yo...
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Updating order prices with latest sales price
Introduction This article explains how to update the prices of existing orders in...
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Making orders using barcode scanner
Walkthrough 1. Start a new order or open an existing order 2. Click More actions ...