Trader Expert How-To Videos

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Trader Expert Overview - start here!
- This video gives a high level overview of the many functions and capabilities in Trader Expert.

List of Accounts
- Overview
  - This video gives an overview of List of Accounts. Lots of features and functionality!
- Detail Tabs Explained - Part 1
- Detail Tabs Explained - Part 2
  - These videos detail the tabs on the lower half of the screen. All Orders, Open Orders, Late Orders and more.
- Quoting the Customer
  - This video gives a detailed instruction on how to create a quote to the customer as well as saving and opening quote templates.

Order Entry
- Direct Sale
  - This video walks you through entering an order from Trader Expert, List of Accounts. Keep in mind Order Entry in Trader Expert is the exact same Order Entry in Lumber Expert!
- Purchase for Inventory
  - This video walks you through entering an order from Trader Expert, List of Accounts. Keep in mind Order Entry in Trader Expert is the exact same Order Entry in Lumber Expert!
- Sale from Inventory Inquiry Part 1
  - This video details the non-tagged inventory inquiry, specifically averaged inventory.
- Sale from Inventory Inquiry Part 2
  - This video details creating an order when there is not enough stock in inventory,
- Pulling Order Number From the System