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Welcome
How Support Works
2
How Support Works - Important Read First!
How to use the Knowledge Base and Support Portal (Video)
Training Courses
2
TRIMS - Basic Training (Course)
TRIMS - Product Manipulation (Course)
TRIMS Back Office
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
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 Creation *
3
Creating a Product without Variants (Video) *
Creating a Product with Variants (Video) *
Automatic Alias Generation *
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 '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
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
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
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
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
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
Pickstation
1
Pickstation Overview