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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

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