TradeGecko

Inventory management software: 7 ways to optimize TradeGecko

BY Crystal Gilliam 23 Jul, "15

Dear TradeGecko Users, are you taking full advantage of all the features available to you? We’ve put together a few of the most underutilized features that we've noticed! These quick and easy tips can help save you time and generally make your inventory management easier.

Did you know that in TradeGecko….?

You can send periodic action e-mails to team members automatically.

Keep your whole team in the loop with automatic action e-mails sent out periodically.  Take a second to adjust the settings for each team member to decide if they get these action e-mails weekly or daily. Know that they’re getting all the information they need, as they need it. This email includes key stats for the day/week and an option to open a more detailed report.

To turn on this feature, go to Settings > Team Members > Select a Member. Then under email settings, go to the Action Items Email drop-down menu, and select daily or weekly.

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You should include Initial Cost Price when you upload your CSV inventory file

If you upload your inventory manually using the downloadable template from TradeGecko, fill in the yellow-highlighted columns.

When you come to Initial Cost Price, be sure to also fill in that value, which is different from Buy Price. Initial Cost Price includes buy price, plus any landed costs that you might have incurred with this product like shipping, freight, duties and transportation. If you enter this price as well, you’ll have a more accurate values for revenues and overall cost.

Buy Price = What you paid for the itme

Initial Cost Price = What you paid + additional landed costs

You can use filters in the Inventory Section to easily find the data you need

These filters are especially good for companies with hundreds or even thousands of products. Your main inventory page gets a little cluttered, right? Set up filters to sort through the clutter and find exactly the data you’re looking for. Choose your criteria and save the filter, which will be updated automatically, so you can easily find the data the next time you log in.

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You can use filters in the Sales Order section for easy order tracking.

Again, filters make your life much easier! Keep track of orders by filtering those that have been paid, those that haven’t, those that are overdue, those that haven’t been fulfilled yet, etc. Organize all that data into easy to view, easy to track lists.

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It’s really easy to view a customer’s order history!

View order histories quickly and easily for any customer.

Just go to: Relationships > Click on Customer > Orders > Order History

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Speaking of order history, use the Clone Order function to save time on repeat orders

This function saves time when you have a customer who places similar orders regularly, especially on larger quantities.

You can control which team members see what

Control the access of different team members to account information. This helps ensure everyone has access to the information they need, but not anything that isn’t necessary. How?

Go to Settings > Team Members and fill in the User Permissions section, and then select the amount of access each person has in different categories. 

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Any other questions about how to make your TradeGecko experience better? Check out our extensive FAQ and support section. The answers for your questions will probably be there and if not, give us a shout!

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See Also:

Customer relationship management: 8 reasons every wholesaler needs a CRM
24/7 Customer support at your fingertips
How to take inventory without losing your mind

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