Frequently Asked Questions

InfoSight is the set of ERP and warehouse management tools built by Tradeline Consulting. It includes a desktop application, a web platform, a mobile warehouse app, and an executive dashboard app. Distributors, wholesalers, and e-commerce businesses use them to run inventory, orders, pricing, and fulfillment.

We offer four core products: InfoSight Desktop, a Windows-based ERP with deep QuickBooks integration; InfoSight Go, a web-based warehouse and business management platform; InfoSight Go WMS, an offline-capable mobile app for warehouse floor operations; and InfoSight Go Dash, a lightweight mobile dashboard for managers and executives. We also offer InfoSync for Shipstation-to-QuickBooks order syncing, wireless pick-to-light hardware, and custom software development services.

Distributors, wholesalers, third-party logistics (3PL) providers, and e-commerce businesses that need to manage warehouse inventory, process orders, and coordinate fulfillment. Customers range from a single warehouse with a handful of users to multi-site operations running several locations on the same system.

Yes. QuickBooks integration is a core feature across our product suite. InfoSight Desktop connects directly to QuickBooks via ODBC for real-time data synchronization of inventory, customers, vendors, sales orders, and purchase orders. InfoSight Go also supports QuickBooks customer syncing and accounting workflows.

InfoSight Desktop is our Windows-based ERP application that integrates directly with QuickBooks. It handles warehouse management, sales order processing, purchase order management, invoicing, pricing, and reporting from a familiar desktop interface.

You can manage inventory across multiple bin locations, create and track sales orders and purchase orders, generate invoices and packing slips, manage customer and vendor relationships, create price lists, track inbound and outbound shipments, run sales analysis reports, and handle 3PL warehouse operations.

Yes. InfoSight Desktop includes a dedicated 3PL module with features for 3PL inventory intake, inventory listing by warehouse, variance reporting between book and physical counts, and multi-warehouse management. This allows you to manage inventory on behalf of multiple clients across different warehouse locations.

Yes. InfoSight Desktop integrates with ChannelAdvisor to synchronize orders from multiple e-commerce marketplaces. This allows you to manage all your online sales channels from a single application alongside your traditional sales orders.

Yes. InfoSight Desktop includes a full user management system with role-based access controls. Administrators can create user accounts, assign permissions, and restrict access to specific modules and features based on each user's role in the organization.

InfoSight Desktop runs on Windows. InfoSight Go is a web application accessible from any modern browser. InfoSight Go WMS runs on iOS and Android mobile devices. InfoSight Go Dash runs on iOS, Android, and the web. All mobile and web products share a common cloud backend.

InfoSight Go WMS and InfoSight Go Dash connect to the same cloud backend as InfoSight Go. Changes made on any platform are synchronized in real time via secure connections. The mobile WMS also includes an offline sync engine that queues transactions locally and syncs them automatically when connectivity is restored.

Yes. Our cloud platform uses industry-standard security practices including encrypted connections, authentication with secure token management, and row-level data isolation so each organization can only access its own data. The mobile apps use secure credential storage, and all API communications are encrypted.

We offer dedicated customer support through our support portal, where you can submit tickets and track their resolution. Our support team is committed to providing timely assistance with any technical issues or questions about our products.

Yes. Tradeline Consulting specializes in custom software development for warehouse, inventory, and e-commerce operations. Our experienced team can work with you to build tailored solutions that integrate with your existing systems and address your specific business requirements.