Frequently Asked Questions

InfoSight is our suite of enterprise resource planning (ERP) and warehouse management tools built by Tradeline Consulting. It encompasses a desktop application, a full-featured web platform, a mobile warehouse management app, and an executive dashboard app — all designed to help distributors, wholesalers, and e-commerce businesses manage inventory, orders, pricing, and fulfillment efficiently.

We offer four core products: InfoSight Desktop, a Windows-based ERP with deep QuickBooks integration; InfoSight Go, a comprehensive 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.

Our products are designed for distributors, wholesalers, third-party logistics (3PL) providers, and e-commerce businesses that need to manage warehouse inventory, process orders, and coordinate fulfillment. Whether you have a small team or a multi-warehouse operation, our tools scale to fit your needs.

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 provides comprehensive warehouse management, sales order processing, purchase order management, invoicing, pricing, and reporting — all 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 Go is our modern, web-based warehouse management and business operations platform. Built for the browser, it provides a comprehensive suite of tools for inventory management, purchasing, sales, CRM, pricing intelligence, e-commerce integration, and analytics — accessible from any device with an internet connection.

InfoSight Go includes modules for Inventory Management (product master, bin lookup, warehouse comparison), Warehouse Operations (receive, put-away, pick, ship, cycle count, move, adjust, inter-warehouse transfers), Purchasing (purchase orders, need lists, inbound shipments, bill management), Sales (sales orders, fulfillment, customer management), CRM (leads, pipeline, calendar, email integration), Pricing (price lists, vendor pricing, competitor analysis, marketplace pricing), E-commerce (channel management, platform mapping for Shopify, Shein, eBay), Analytics (KPI dashboards, report scheduling), and Administration.

Yes. InfoSight Go includes a full CRM module with lead management, sales pipeline tracking, activity calendars, email integration, company and contact management, file storage, and workflow automation. You can also sync QuickBooks customers directly into the CRM.

Yes. The purchasing module lets you create and manage purchase orders, track PO lines, maintain need lists, monitor inbound shipments, and manage bill uploads. The pricing module provides vendor price history, competitive pricing intelligence, and marketplace pricing data to help you make informed purchasing decisions.

Yes. InfoSight Go integrates with major e-commerce platforms including Shopify, Shein, and eBay. You can manage channel mappings, synchronize product listings and orders, handle e-commerce-specific pick slips, and generate e-commerce reports — all from within the platform.

Yes. InfoSight Go includes a data insights hub with KPI dashboards, customizable charts and metrics, scheduled reports, report history, and e-commerce-specific analytics. You can monitor warehouse performance, inventory levels, sales trends, and operational efficiency in real time.

Yes. InfoSight Go supports internationalization (i18n) with multiple language options, making it suitable for teams operating across different regions.

InfoSight Go WMS is our mobile warehouse management application built for warehouse floor staff. Available on iOS and Android, it provides hands-on tools for picking, packing, receiving, shipping, cycle counting, and inventory management — optimized for use with barcode scanners and designed to work even without an internet connection.

The mobile WMS supports nine core transaction types: Receive Stock (goods receipt), Pick Stock (order picking), Put-Away Stock (stowing inventory), Ship Stock (outbound shipments), Cycle Count (physical inventory verification), Adjust In (inventory additions), Adjust Out (inventory removals), Move Stock (inter-location transfers), and Attribute Collection (dynamic attribute capture). It also includes pack order fulfillment, label printing, and inventory search.

Yes. InfoSight Go WMS is built with an offline-first architecture using a local database that caches data on the device. Warehouse staff can continue performing transactions when connectivity is lost. When the connection is restored, the app automatically syncs changes to the server with built-in conflict resolution.

InfoSight Go WMS supports Honeywell enterprise scanners, DataWedge-compatible devices, and the device's built-in camera for barcode and QR code scanning. The app includes a batch scanning mode for high-volume operations and a scanner test utility in settings to verify your hardware is working correctly.

Yes. The cycle count feature lets warehouse staff perform physical inventory verification directly from the mobile device. You can scan bin locations and items, record counts, and the system will flag variances between physical counts and book inventory for review and reconciliation.

Yes. InfoSight Go WMS includes a persistent warehouse selector that lets staff switch between warehouse locations. All operations, inventory views, and pick lists are automatically filtered to the selected warehouse.

Yes. InfoSight Go WMS is available natively on both iOS and Android devices. The app also supports in-app update notifications so your team always has the latest version.

Yes. The app provides audio cues and haptic feedback for scan confirmations, errors, and completed actions. This helps warehouse staff stay focused on physical tasks without needing to constantly check the screen.

InfoSight Go Dash is a lightweight mobile dashboard application for managers and executives. Available on iOS, Android, and web, it provides real-time visibility into warehouse KPIs, inventory levels, and operational status without the full complexity of the warehouse management interface.

The dashboard displays key warehouse metrics including pending pick lists, shipment status, inventory levels, and operational KPIs. You can monitor overall warehouse performance and quickly identify bottlenecks or issues that need attention.

Yes. InfoSight Go Dash includes an inventory lookup feature with enhanced filtering that lets you search by SKU, product name, or location to check real-time availability across your warehouses. It also supports barcode scanning via the device camera for quick lookups.

InfoSight Go Dash is designed for warehouse managers, supervisors, executives, and office staff who need quick visibility into warehouse operations without performing hands-on warehouse tasks. It's the ideal companion for staying informed on the go.

Our bin management system lets you assign inventory to specific physical locations within your warehouse. You can track which items are in which bins, look up bin contents, move inventory between bins, print bin labels, and reconcile physical bin inventory against book records. Both InfoSight Go and the mobile WMS support bin-level operations.

Yes. You can register inbound shipments, track their status, attach documentation and images, and receive them into inventory. For outbound shipments, you can manage the pick-pack-ship workflow, generate packing slips, mark shipments as shipped, and notify customers of shipment status.

InfoSight Go supports Inter-Warehouse Transfer Orders (IWTO) that let you move inventory between warehouse locations. You can create transfer orders, track items in transit, and receive transferred stock at the destination warehouse.

Yes. Tradeline Consulting offers wireless pick-to-light IoT hardware that integrates with InfoSight for guided picking. The hardware provides visual indicators at bin locations to direct pickers to the correct items, reducing errors and increasing picking speed. It works with QuickBooks and can integrate with any ERP system via a JSON message format.

Yes. Our tools include inventory variance reporting that compares your system's book counts against physical counts from cycle counts or full inventory audits. InfoSight Go provides warehouse comparison views, and the mobile WMS supports on-the-floor cycle counting with automatic variance flagging.

Yes. Both InfoSight Desktop and InfoSight Go support creating multiple price lists, applying adjustments, generating price list reports, and distributing lists to your sales team. You can maintain different pricing tiers for different customer segments or sales channels.

Yes. InfoSight Go includes a competitive pricing intelligence module that lets you import and track competitor prices, compare them against your own pricing, and monitor marketplace pricing trends. This helps you stay competitive and make data-driven pricing decisions.

You can create sales orders, allocate inventory, manage customer need lists, link purchase orders to sales orders, merge orders, and track fulfillment status. InfoSight Desktop supports sales order analysis and competitive price matching, while InfoSight Go adds order fulfillment workflows and e-commerce order integration.

Yes. Both InfoSight Desktop and InfoSight Go support invoice generation, packing slip creation, and document management. You can generate, email, and archive invoices, as well as print packing slips for your shipping team.

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.