Access topic-specific training videos at any time from any where

 

Click below to navigate to different topics:

 




Price Lists

 



 

Customers

 

 

 

Adding and Editing Customers
 

Utilizing Customer Activity for Reversals and Corrections

 


 

Products

 

 

Adding and Editing Products
 

Pricing Maintenance

 


 

Purchase Orders

 

 

Running the Purchase Order Recommendation
 

Creating and Receiving Purchase Orders
 

Creating and Receiving Wholegoods on a Purchase Order

 


 

Sales Orders

 

 

Sales Orders and Invoicing
 

Selling Whole Goods on Sales Orders
 

Taking Deposits on Sales and Work Orders
 

Customer Returns

 


 

Suppliers

 

 

Adding and Editing Suppliers

 


 

Price Lists

 

 

Automatically Update Price Lists From Top Manufacturers

 


 

Mobile App

 

 

Utilizing the Mobile App
 

Unit Inventory
 

Receiving Parts
 

Add Units, Symptoms, & Requests to a Work Order

 

 


 

Work Orders

 

 

 

Begin to Enter a Work Order
 

Defining Basic Work Order Information
 

Defining a Wholegood on a Work Order
 

Finishing a Work Order
 

Updating and Completing a Work Order
 

Adding a Warrantor
 

Creating a Warranty Work Order
 

Creating a Warranty Claim Reconciliation
 

Creating an Internal Work Order

 


 

System Manager

 

 

Ideal Program Updates
 

Defining User Defaults

 


 

System Welcome Page

 

 

Utilizing the System Welcome Page

 
 
 

Want personalized 1:1 remote training sessions with our expert trainers?

Complete the form below to learn about this option.