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Frequently Asked Questions

Find answers to common questions

General Questions

TradelyOPS is an all-in-one management platform designed for foreign trade enterprises, helping you manage products, quotes, orders, and customer relationships.

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After registering, you can quickly learn platform features through the new user guide, or load sample data to experience the system.

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Currently supports English, Simplified Chinese, and Traditional Chinese. You can switch languages in the top right corner.

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Product Management

Go to the Products page, click the Add Product button, fill in product information and upload images.

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On the product edit page, click the AI Generate button, and the system will automatically generate multi-language descriptions based on product information.

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Supports JPG, PNG, WebP formats. Recommended image size is 800x800 pixels or larger.

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Quotes & Orders

Go to the Quotes page, click New Quote, select customer and products, set prices and trade terms, then save.

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Supports common international trade terms like FOB, CIF, DDP, EXW, CFR. The system automatically calculates related costs.

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On the quote details page, click the Convert to Order button, confirm the information to create an order.

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On the quote details page, click the Export PDF button to download a professionally formatted quote.

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Customer Management

Go to the Customers page, click Add Customer, fill in customer basic information and contact details.

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On the customer details page, click Add Reminder, set the reminder time and content. The system will display it on the dashboard.

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Customer stages include: New Customer, Contacted, Quoted, Closed, Lost. You can change stages by dragging on the board.

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Account & Security

Go to Settings β†’ Security, click Change Password, enter current password and new password, then save.

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Go to Settings β†’ Team, click Invite Member, enter email to send invitation link.

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After the trial ends, you can upgrade to a paid plan to continue using all features, or use limited free features. Data is retained for 30 days.

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Subscription & Billing

Supports credit cards (Visa, Mastercard, American Express) and PayPal. Enterprise customers can apply for bank transfer.

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Go to Settings β†’ Subscription, select a new plan. Upgrades take effect immediately, downgrades take effect at the end of the current billing period.

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After each payment, the system automatically sends electronic invoices to your registered email. You can also download historical invoices in Settings β†’ Billing.

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Video Tutorials

Watch step-by-step guides to master the platform

5:30

5-Minute Quick Start

Learn core features and basic operations of TradelyOPS

8:45

Complete Product Management Tutorial

Learn how to add, edit, and manage product catalog

7:20

Quote System Guide

Create professional quotes and export PDFs

6:15

Order Tracking & Management

Complete order flow from quote to delivery

Contact Support

Our team is here to help

Email Support

Send us an email anytime

support@tradelyops.com

Live Chat

Business days 9:00-18:00

Phone Support

For enterprise customers

Average response time: within 24 hours on business days