Documentation
Learn how to go from empty workspace to first invoice — then deepen module by module.
Getting started
Quick Start
Create your workspace, confirm company defaults, and invite your first user. You will validate VAT settings and document numbering before going live.
Guide · coming soonImport Your Data
Download CSV templates, map columns once, and preview rows before commit. Start with customers and products, then opening stock.
Guide · coming soonPlace Your First Order
Walk through quote to invoice with a test customer. Confirm stock reservations, pick notes, and PDF output match your process.
Guide · coming soonInvite Your Team
Add roles for warehouse, drivers, and finance. Permissions keep sensitive payroll and banking screens limited to the right people.
Guide · coming soonModule guides
Deep dives for each area of Tradeway — written for operators, not consultants.
Orders
Run the full wholesale order lifecycle — quotes, confirmations, picking, packing, and delivery — with traceability at every step.
Read overview →Stock management
Trust your numbers. Movements, locations, and alerts stay tied to real receipts and shipments — not end-of-week corrections.
Read overview →Customers
Every account, delivery address, and pricing rule in one place — so orders, debtors, and the portal stay consistent.
Read overview →Accounting
Operational truth feeds the books. Raise invoices from fulfilment, track VAT-ready records, and reconcile cash without duplicate entry.
Read overview →Staff & payroll
Hours, rates, and roles stay attached to your business structure — fewer payroll surprises at month end.
Read overview →Driver routes
Plan drops, sequence stops, and give drivers a clear run-sheet — while the office sees progress in real time.
Read overview →AI assistant
Ask questions in plain English and get answers grounded in your live Tradeway data — not generic advice from the web.
Read overview →Import & export
Onboard fast and stay portable. Guided CSV mapping for products, customers, and stock — plus scheduled exports when you need them.
Read overview →Support
Growth and Pro customers receive guided onboarding. All plans have access to documentation and email support during UK business hours.
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