TradeDoor - How to Use the TradeDoor
The TradeDoor is an end to end job management programme that can be used either on its own, with your accounting package, or any combination of these two models - and because it is all online it’s as mobile as you are!
The TradeDoor is a lot like a jigsaw puzzle.
It’s made up of lots of different pieces, each representing part of the your business and your account with Crane.
You can use these pieces on their own for reference only e.g. to look up a price or an invoice every now and then, or you can fit them together to form the stages in the lifecycle of a job, and manage your business online.
Alternatively you can fit these pieces together with pieces from your own software.
- Look up Products & Prices
- Get copies of Invoices & Statements
- View Quotes
- Track Orders
Job Management Model
- Invoicing Out
- Download Prices into compatible software
- Download invoices into compatible software.
Some customers will take parts from all models
The important thing to note is that there is no right or wrong way to use the TradeDoor.
TradeDoor - Organisation
The TradeDoor is divided into two sections; My Crane Account, and My Jobs & Customers.
My Crane Account
Provides customers with access to their account online, so they can:
- Look up/download products & prices
- Look up/download Invoices & Credits
- View Quotes online
- Track Orders Online
- Update their contact details
- View upcoming price changes
My Jobs & Customers
Allows a customer can manage their business online:
- Price up jobs
- Produce Quotes
- Convert the Quotes into Orders
- File invoices into Projects
TradeDoor - My Account
My Crane Account
|Invoices/Credit Notes||Invoices & Credit Notes from Crane|
|Statements||Your Monthly Statement from Crane|
|Account Balance||The Balance of Your Account with Crane|
|Request Address Change||The address associated with your Crane Account|
|Products & Pricing||Definition|
|Product Search||Online Product Catalogue|
|Download Price Files||Access to data files for importing into other software|
|Upcoming Price Changes||Declared Supplier Price Changes|
|Frequently Ordered Items||Current Pricing for All Products Purchased over the last 12 months|
|Quotes & Orders||Definition|
|Track Your Orders||Place and track your orders online|
|Outstanding Credits||Follow up outstanding credits (adjustments) online|
|Branch Quotes||Search & Review Quotes from Your Local Branch|
TradeDoor - My Jobs & Customers
My Jobs & Customers is where you can manage your business online.
|My Customer Documents||Definitions|
|Customer Quotes||Create and save quotes for your customers online|
|Customer Invoices||Save your quotes as invoices or convert projects into invoices|
|Customer Credit Notes||Credit your customers for overcharges|
|My Projects||Virtual file folders for filing invoices into for managing your expenditure on a job|
|My Stock||Maintain a catalogue of stock you don't source from Crane (e.g. your labour & transport)|
|My Templates||Create job templates to produce quotes & invoices with the click of a button|
|My Customers||Maintain your client list online|
|Terms & Conditions||Set up default terms and conditions for Quotes & Invocies|
|My Logos & Letterhead||Upload your logo to print out on your Quotes & Invoices or Leave space for your letterhead|
TradeDoor - What the icons mean?
As you navigate around the TradeDoor you'll notice some incons that recur throughout the application, here is a brief summary of what each of them means:
|Create something new e.g. a new customer, a new item (e.g. Labour rate), a new Quote or Invoice|
|Click on this icon to open or display more information about the item it appears next to|
|Click on this to either add selected items to a template or to use items from a template|
|Tick inside the check box to select the thing you want to either open, print, email, download, delete etc|
|Click this button to search for something e.g. a product, an invoice, a customer etc|
|Click on this to save changes you've made e.g. a customer address, or a Quote that is in progress|
|Click this to add the selected items to a Quote for one of your customers|
|Click this to add the selected invoices to a Project to monitory your expenditure on a job|
|Click this to open the selected items in PDF format|
|Click this to use an item from your own catalogue or add a new item to it e.g. a new Labour Rate|
|Click this to add an item to a Customer Invoice|
|Click this to email the selected item(s) to someone|
|Click this to download the selected item(s)|
|Click this to delete the selected item(s)|
|Click this to add a product from our catalogue|
|Click this to clear your last search|
|Click this to select a date|
|Click this to return to the list view|
|Click this to archive something e.g. an old quote or paid invoice|