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Enter all employees in the Users Worksheet. This information is used to determine how many training sessions are needed for your company. We understand the need to have multiple groups of people trained in certain modules such as Sales and Warehousing. When this occurs, Please use Grp1, Grp2, or Grp3 in the session cells.
Q&A Sessions for Administrators.
Links to User Guide Documents are provided for many of the sessions. Quick Reference Guides, Powerpoint Slides, Practice Exercises and other helpful notes are also provided.
Links to Recorded training sessions are provided for most sessions.
Set up and maintenance of Employees, User Menu assignments, Tablet Shortcuts, Company Holidays for Managers.
System Parameters, Customer Classification Setup, Vendor Classification Setup
Review Chart of Accounts, GL Account Parms
Setup Banks and Branches, Setup Bank Accounts
Division, Branch and Warehouse Setup, Warehouse Locations
Shipping Setup including: Carriers, Shipping Methods, Vehicles, Routes, Trip Templates
Creating and maintaining Vendor account records, addresses, contacts, financial information, discounts & interests, classifications, etc.
Creating and maintaining Customer account records, addresses, contacts, financial information, customer prerferences, discounts, interests, etc.
Setup Brands, Manufacturers, Category Types & Categories, Market Served Codes and Product Lines, Unit of Measures, Packaging, Hazardous Materials, Product Template
Setup Products - Add & Maintain Product Catalog, Item Identifiers, UOM, Associated and Substitute items, Vendor information and pricing, Order Points.
Creation and maintenance of Company Pricing Lists and Pricing Forumulas used to calculate Customer Sales Prices.
Enter Counter Sales, Receive Payment - Cash Receipt, Verify Picking, Dispatch
Enter Regular Sales Orders, Quotes, Hold for Whse Order, Sales Returns
Recommended Purchase Orders (RPO), Purchase Orders, Product Tools, Cancelled Products, Vendor Catalog, Recommended Goods Issue, Review Vendor Bills.
Goods Receipt & Put-Away
Generating Pick Tickets, Printing Pick Tickets, Pick Verify
Trips, Pending Shipment Register, Conducting Trips
Stock Adjustment, Stock Relocation, Adjust Will Call, Adjust Lot & Serial Numbers
Customer & Employee, Vendor Returns
Physical Inventory & Cycle Counting
Price Discrepancies, Dashboards, Receive Payments, Credits & Debits, On Hold Sales Orders, Reporting, Recurrent Invoices, Manual Invoices, Print Invoices, Work Customer Statements, Sales Report
AR Reporting
Vendor Bills, Batch Bills, Recurrent Bills, Void/Hold/Release Vendor Invoices
Credits & Debits, Pay Bills (Quick Pay & Batch)
Dashboards, Cost Adjustment, Direct Ship GR, Journal Receipts
AP Reporting, Sale Tax Reports
Write Checks, Print Checks, Transfer Funds, Reconciliation, Void Checks, Reporting
Setup Budget, Setup Fixed Assets, Journal Entries, Journal Template, Journal Batch, Reporting
See AP Training
SPA Setup: SPA Quote Setup, Item Price Sheets, Customer SPA Price Agreements
SPA Vendor Rebates: Vendor Claims, Approve Claims, Claim Disbursement, Vendor SPA Register
Upload, work with, and post Weekly Trade Service item files.
Deposits & Reports
Commission Setup & Processing
Prior to each training session, administrators should make sure that: