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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