Difference between revisions of "Short Videos"
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| − | + | == Creating New Work Orders == | |
| − | + | https://www.loom.com/share/5d0645ad0dd3437da883c6dc2e3ebbac?sid=c8ecdaed-2a28-4262-8093-0f7c13fa9899 | |
<br> | <br> | ||
| − | + | == Creating User Activities == | |
| − | + | https://www.loom.com/share/d25199eaa85c437db93c4d46df315b0d?sid=6ec6b168-96fc-4c5b-b7a4-28f718168037 | |
<br> | <br> | ||
| − | + | == Creating Custom Search Views == | |
| − | + | https://www.loom.com/share/11f12b923dfc4b198dbb092476572131?sid=99cdcb4e-617e-44bd-a9f0-f487dfd3bed4 | |
<br> | <br> | ||
| − | + | == Creating Order Templates == | |
| − | + | https://www.loom.com/share/144ccf96fffa49d1a0e5e42bb98cf09d?sid=a1c63864-ca97-4531-9a4a-526559836c0c | |
<br> | <br> | ||
| + | == Create New Recurring Order == | ||
| + | https://www.loom.com/share/1b3a796a52094ee3b3dec7e64f480d8a?sid=e620d057-262c-42ce-b7dc-5bde7e2d5810 | ||
| + | <br> | ||
| + | |||
| + | ------------------------------- | ||
| + | |||
| + | == How to copy a standard report == | ||
| + | {{#ev:youtube| uUNP5VqN2X8 }} | ||
| + | <br> | ||
| + | |||
| + | == How to remove a report from the Print/Email menu == | ||
| + | {{#ev:youtube| UlhcWT_hl78 }} | ||
| + | <br> | ||
| + | |||
| + | == Basic report formatting in Report Designer == | ||
| + | (example is on an invoice report)<br> | ||
| + | {{#ev:youtube| A4WDCZNDY48 }} | ||
| + | <br> | ||
| + | |||
| + | == Troubleshooting why orders aren't showing on dispatch calendar == | ||
| + | {{#ev:youtube| smLzkuMvJcA }} | ||
| + | <br> | ||
| − | + | ||
| − | + | == Customizing Search View Basics == | |
| + | {{#ev:youtube| O5gbnenlsaw }} | ||
<br> | <br> | ||
| − | + | == Intro to Combined Invoice == | |
| − | + | {{#ev:youtube| kLvSfikaTd4 }} | |
<br> | <br> | ||
| − | + | == Intro to Partial Invoice == | |
| − | + | {{#ev:youtube| PoiJmQfSVHI }} | |
<br> | <br> | ||
| − | + | == What is a JIT Count? == | |
| − | + | {{#ev:youtube| FAZIi7C9CZA }} | |
<br> | <br> | ||
| − | + | == How stock is depleted == | |
| − | + | {{#ev:youtube| 8VQyV5tQTvQ }} | |
<br> | <br> | ||
| − | + | == Intro to Vendor Items == | |
| − | + | {{#ev:youtube| eizmr30xiHg }} | |
<br> | <br> | ||
| − | + | == How to reduce inventory quantity using the reconciliation tool == | |
<br>- reducing qty in SME using reconciliation does not reduce inventory quantity in QB. You will need to adjust qty in QuickBooks as well. | <br>- reducing qty in SME using reconciliation does not reduce inventory quantity in QB. You will need to adjust qty in QuickBooks as well. | ||
<br>- reducing qty in SME using reconciliation doesn't send a GL Entry to QuickBooks. | <br>- reducing qty in SME using reconciliation doesn't send a GL Entry to QuickBooks. | ||
| − | + | {{#ev:youtube| vCH19lxZFAo }} | |
<br> | <br> | ||
| − | + | == Intro to returning equipment from a customer back to inventory == | |
| − | + | {{#ev:youtube| plPq-1MCGnc }} | |
<br> | <br> | ||
| − | + | == Intro to returning stock from inventory to vendor == | |
- You can only return available stock to a vendor. Stock that is reserved you cannot return to a vendor. First remove it from the order it is reserved on, then it will become available and you can add it to a vendor return. | - You can only return available stock to a vendor. Stock that is reserved you cannot return to a vendor. First remove it from the order it is reserved on, then it will become available and you can add it to a vendor return. | ||
| − | + | {{#ev:youtube| qAwPUVhuEWo }} | |
<br> | <br> | ||
| − | + | == Creating a PO from a Service Order == | |
| − | < | + | {{#ev:youtube| aY2kL9vQRCU }} |
| + | <br> | ||
| + | |||
| + | |||
| + | == Purchase Orders - Linking items from multiple service orders to one PO == | ||
| + | {{#ev:youtube| mUiamTbT3EM }} | ||
| + | <br> | ||
| + | |||
| + | |||
| + | == Intro to setting up and using warehouses == | ||
| + | {{#ev:youtube| HAc4LfTbCtE }} | ||
| + | <br> | ||
| + | |||
| + | |||
| + | == Mobile Tech Preference Group Options == | ||
| + | {{#ev:youtube| _6-DmMgRyps }} | ||
| + | <br> | ||
| + | |||
| + | |||
| + | == Using Price Books to charge special prices for specific service items == | ||
| + | {{#ev:youtube| VbLweiuPRL8 }} | ||
<br> | <br> | ||
| − | + | == Using Price Books to markup all inventory by percentage, but not service items == | |
| − | + | {{#ev:youtube| 50kCn6gewn8 }} | |
<br> | <br> | ||
Latest revision as of 14:28, 27 November 2024
Creating New Work Orders
https://www.loom.com/share/5d0645ad0dd3437da883c6dc2e3ebbac?sid=c8ecdaed-2a28-4262-8093-0f7c13fa9899
Creating User Activities
https://www.loom.com/share/d25199eaa85c437db93c4d46df315b0d?sid=6ec6b168-96fc-4c5b-b7a4-28f718168037
Creating Custom Search Views
https://www.loom.com/share/11f12b923dfc4b198dbb092476572131?sid=99cdcb4e-617e-44bd-a9f0-f487dfd3bed4
Creating Order Templates
https://www.loom.com/share/144ccf96fffa49d1a0e5e42bb98cf09d?sid=a1c63864-ca97-4531-9a4a-526559836c0c
Create New Recurring Order
https://www.loom.com/share/1b3a796a52094ee3b3dec7e64f480d8a?sid=e620d057-262c-42ce-b7dc-5bde7e2d5810
How to copy a standard report
Basic report formatting in Report Designer
(example is on an invoice report)
Troubleshooting why orders aren't showing on dispatch calendar
Customizing Search View Basics
Intro to Combined Invoice
Intro to Partial Invoice
What is a JIT Count?
How stock is depleted
Intro to Vendor Items
How to reduce inventory quantity using the reconciliation tool
- reducing qty in SME using reconciliation does not reduce inventory quantity in QB. You will need to adjust qty in QuickBooks as well.
- reducing qty in SME using reconciliation doesn't send a GL Entry to QuickBooks.
Intro to returning equipment from a customer back to inventory
Intro to returning stock from inventory to vendor
- You can only return available stock to a vendor. Stock that is reserved you cannot return to a vendor. First remove it from the order it is reserved on, then it will become available and you can add it to a vendor return.
Creating a PO from a Service Order
Purchase Orders - Linking items from multiple service orders to one PO
Intro to setting up and using warehouses
Mobile Tech Preference Group Options
Using Price Books to charge special prices for specific service items
Using Price Books to markup all inventory by percentage, but not service items