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

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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 4

• Creating a Product without Variants (Video)
• Creating a Product with Variants (Video)
• Basic steps to Create a New Product
• 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)

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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

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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

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Sample Vision Reports 9

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

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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

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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)

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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

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Vision Reporting 5

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