Difference between revisions of "Short Videos"

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== How to copy a standard report ==
 
== How to copy a standard report ==
<videoflash>uUNP5VqN2X8</videoflash>
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{{#ev:youtube| uUNP5VqN2X8 }}
 
<br>
 
<br>
  
 
== How to remove a report from the Print/Email menu ==
 
== How to remove a report from the Print/Email menu ==
<videoflash>UlhcWT_hl78</videoflash>
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{{#ev:youtube| UlhcWT_hl78 }}
 
<br>
 
<br>
  
 
== Basic report formatting in Report Designer ==
 
== Basic report formatting in Report Designer ==
 
(example is on an invoice report)<br>
 
(example is on an invoice report)<br>
<videoflash>A4WDCZNDY48</videoflash>
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{{#ev:youtube| A4WDCZNDY48 }}
 
<br>
 
<br>
  
<br>Troubleshooting why orders aren't showing on dispatch calendar<br>
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== Troubleshooting why orders aren't showing on dispatch calendar ==
<videoflash>smLzkuMvJcA</videoflash>
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{{#ev:youtube| smLzkuMvJcA }}
 
<br>
 
<br>
  
  
<br>Customizing Search View Basics<br>
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== Customizing Search View Basics ==
<videoflash>O5gbnenlsaw</videoflash>
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{{#ev:youtube| O5gbnenlsaw }}
 
<br>
 
<br>
  
<br>Intro to Combined Invoice<br>
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== Intro to Combined Invoice ==
<videoflash>kLvSfikaTd4</videoflash>
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{{#ev:youtube| kLvSfikaTd4 }}
 
<br>
 
<br>
  
<br>Intro to Partial Invoice<br>
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== Intro to Partial Invoice ==
<videoflash>PoiJmQfSVHI</videoflash>
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{{#ev:youtube| PoiJmQfSVHI }}
 
<br>
 
<br>
  
<br>What is a JIT Count?<br>
+
== What is a JIT Count? ==
<videoflash>FAZIi7C9CZA</videoflash>
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{{#ev:youtube| FAZIi7C9CZA }}
 
<br>
 
<br>
  
<br>How stock is depleted<br>
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== How stock is depleted ==
<videoflash>8VQyV5tQTvQ</videoflash>
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{{#ev:youtube| 8VQyV5tQTvQ }}
 
<br>
 
<br>
  
<br>Intro to Vendor Items<br>
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== Intro to Vendor Items ==
<videoflash>eizmr30xiHg</videoflash>
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{{#ev:youtube| eizmr30xiHg }}
 
<br>
 
<br>
  
<br>How to reduce inventory quantity using the reconciliation tool
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== 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.
<br><videoflash>vCH19lxZFAo</videoflash>
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{{#ev:youtube| vCH19lxZFAo }}
 
<br>
 
<br>
  
<br>Intro to returning equipment from a customer back to inventory<br>
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== Intro to returning equipment from a customer back to inventory ==
<videoflash>plPq-1MCGnc</videoflash>
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{{#ev:youtube| plPq-1MCGnc }}
 
<br>
 
<br>
  
<br>Intro to returning stock from inventory to vendor<br>
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== 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.
<br><videoflash>qAwPUVhuEWo</videoflash>
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{{#ev:youtube| qAwPUVhuEWo }}
 
<br>
 
<br>
  
<br>Creating a PO from a Service Order<br>
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== Creating a PO from a Service Order ==
<videoflash>aY2kL9vQRCU</videoflash>
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{{#ev:youtube| aY2kL9vQRCU }}
 
<br>
 
<br>
  
  
<br>Purchase Orders - Linking items from multiple service orders to one PO<br>
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== Purchase Orders - Linking items from multiple service orders to one PO ==
<videoflash>mUiamTbT3EM</videoflash>
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{{#ev:youtube| mUiamTbT3EM }}
 
<br>
 
<br>
  
  
<br>Intro to setting up and using warehouses<br>
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== Intro to setting up and using warehouses ==
<videoflash>HAc4LfTbCtE</videoflash>
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{{#ev:youtube| HAc4LfTbCtE }}
 
<br>
 
<br>
  
  
<br>Mobile Tech Preference Group Options<br>
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== Mobile Tech Preference Group Options ==
<videoflash>_6-DmMgRyps</videoflash>
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{{#ev:youtube| _6-DmMgRyps }}
 
<br>
 
<br>
  
  
<br>Using Price Books to charge special prices for specific service items<br>
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== Using Price Books to charge special prices for specific service items ==
<videoflash>VbLweiuPRL8</videoflash>
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{{#ev:youtube| VbLweiuPRL8 }}
 
<br>
 
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<br>Using Price Books to markup all inventory by percentage, but not service items<br>
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== Using Price Books to markup all inventory by percentage, but not service items ==
<videoflash>50kCn6gewn8</videoflash>
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{{#ev:youtube| 50kCn6gewn8 }}
 
<br>
 
<br>

Latest revision as of 19:21, 4 January 2024

How to copy a standard report


How to remove a report from the Print/Email menu


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