Welcome

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How Support Works 2

• How Support Works - Important Read First!
• How to use the Knowledge Base and Support Portal (Video)

Training Courses 1

• TRIMS - Basic Training (Course)

TRIMS Back Office

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Customer Analysis & CRM * 8

• TRIMS CRM Overview
• Viewing Customer Transaction Data
• How to Anonymise a Customer
• How to Set Customer Communication Consent Statuses
• Customer Types Configuration

See all 8 articles

Data Analysis * 6

• Sales Matrix Overview (Video)
• Listings Overview (Video)
• Product Audit (Video)
• Location Listings
• Transaction Audit

See all 6 articles

Devices, Users & User Groups * 3

• Adding New Features to TRIMS
• Managing Users
• Toggle Transaction Processing

Filtering & Search * 4

• Configuring Searchable Attributes *
• The Basics of Filtering *
• Filtering for Low Stock Levels *
• Filtering to find Blank Aliases *

Import & Export * 5

• A Guide to Preparing an Excel Product Import File
• Generating Unique Barcode References for Product Imports (Video)
• Basic Sales Import File - Example
• Exporting Listings
• Product Import Data Format Guide

Product Manipulation * 7

• Copying Products to other Locations (Video) *
• Moving Products and Variants (Video) *
• Adding and Renaming Variants (Video) *
• Changing Variant Display Order, i.e. Sizes *
• Bulk Modify Tags (Video) *

See all 7 articles

Product Creation * 3

• Creating a Product without Variants (Video) *
• Creating a Product with Variants (Video) *
• Automatic Alias Generation *

Installation * 2

• Installing TRIMS
• Installing TRIMS on OSX (Parallels)

Label Printing * 1

• Queuing & Printing Barcode Labels (Video)

Misc * 1

• Downloading a HHT Barcode Verification File

Product 'How to' Guides * 10

• How to Set New Price Records (Video)
• How to Change Prices from within Item Listings (Video)
• How to Use Pack Sizes
• How to Add Alias Barcodes i.e. for Amazon (Video)
• How to Auto Assign GTIN/EAN Barcodes

See all 10 articles

Promotions * 8

• Product Price Rules: How to Create a PPR Promotion
• Product Price Rules: Basic Guide
• Product Price Rules: Reusing A Previous PPR
• Checkout Price Rules: Basic Multi-Buy
• Checkout Price Rules: Buy One Get One Free

See all 8 articles

Sample Vision Reports * 9

• Vision Report Compilation v1
• Financial / Financial Summary
• Financial / Stock Movements
• Financial / Transaction Analysis
• Sales / Last 13 Weeks

See all 9 articles

Purchasing * 7

• Creating a Purchase Order (Video)
• Adding to a Pending Purchase Order (Video)
• Receiving a Purchase Order (Video)
• Cancelling a Purchase Order (Video)
• Entering Delivery Costs Retrospectively

See all 7 articles

Stock Management * 6

• Adding Stock to a Product (Video)
• Returning Goods to Supplier (Video)
• Stocktake Practical Guide For TRIMS (Cipherlab)
• Writing Off Stock
• Stock Valuation (Cost Calculation)

See all 6 articles

System Housekeeping * 4

• Correcting Unrecognised Sales
• Correcting Cost Prices Retrospectively
• Reversing a Transaction
• Recovering Deleted Products

System Configuration & Settings * 3

• Setting Date Periods
• Saving Grid Layouts
• System Setting

Transferring Goods * 7

• Creating a Goods Transfer (Video)
• Receiving and Cancelling Goods Transfers (Video)
• Goods Transfer Documents To Multiple Stores
• Quick Transfer between Locations (Video)
• Transferring Goods from within Explorer

See all 7 articles

Vision Reporting * 5

• Creating Vision Reports (Video)
• Vision Overview
• Hiding Columns in Vision Reports
• Report - Audit Feed (For Concessions)
• Include / Exclude Stock & Sales Options

TRIMS Connectors

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Magento v1x 3

• Magento v1x - Best Practices
• Magento v1x - Products Missing from the Progress Queue
• Magento v1x - Products Stuck in the Progress Queue

TRIMS API 5

• TRIMS API - Helping your eCommerce Developer (Video)
• TRIMS API - Best Practice for eCom Integration
• TRIMS API - CRM Integration Overview
• TRIMS API - CRM Gift Card Integration
• TRIMS API - API Reference

Shopify 2

• Shopify - Connector Overview
• Linking TRIMS to an existing Shopify website

WooCommerce 2

• WooCommerce - TRIMS Connector User Guide
• WooCommerce - About the TRIMS Connector

TRIMS POS

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Products & Presets 1

• Creating POS Presets

Till Configuration 4

• Legacy Method: Creating Reason Codes
• Changing the Receipt Footer
• Setting up Customer Display - A Technical Guide
• Till Settings Profiles

Till Reporting 1

• Reprinting Receipts and Z Reads

Customers and Accounts 1

• Reserve Stock Facility

POS Hardware Manuals 3

• CS3000 Pairing Instructions
• Voyager 1400g Manual
• Pay By Klarna - The Customer Journey

Gift Card Specification 1

• Gift Card Specification

TRIMS Mobile

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TRIMSm Setup 2

• Configuring TRIMSm User Access
• Connecting TRIMSm and Updating Local Data

TRIMSm Capture 1

• The TRIMSm Capture user interface

TRIMSm Store Takings 1

• Store Takings Basics

Troubleshooting

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TRIMS POS Troubleshooting 2

• Till Connectivity Troubleshooting
• Cash Drawer Not Firing - ODP333

TRIMS Vision Troubleshooting 2

• Identifying Anomalies with Vision Reports
• Vision fails to load

TRIMSm Troubleshooting 1

• Barcodes Unrecognised in TRIMSm

Label Printing Troubleshooting 2

• Basic Label Printer Troubleshooting
• Labels Printing Faintly (Zebra GK420/GX430)

Docs, Forms and Tools

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Equipment & Services Forms 9

• FORM TR ES1 - New TRIMS System*
• FORM TR ES2 - Additional TRIMS Users*
• FORM TR ES3 - Additional TRIMS Locations*
• FORM TR ES4 - New TouchPOS System*
• FORM TR ES5 - Additional TouchPOS System

See all 9 articles

Other Software

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Pickstation 1

• Pickstation Overview