Difference between revisions of "Short Videos"

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== Intro to returning stock from inventory to vendor ==  
+
== 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>
 
<br><videoflash>qAwPUVhuEWo</videoflash>
 
<br>
 
<br>
  
== Creating a PO from a Service Order ==  
+
== Creating a PO from a Service Order ==  
 
<videoflash>aY2kL9vQRCU</videoflash>
 
<videoflash>aY2kL9vQRCU</videoflash>
 
<br>
 
<br>
  
  
== Purchase Orders - Linking items from multiple service orders to one PO ==  
+
== Purchase Orders - Linking items from multiple service orders to one PO ==  
 
<videoflash>mUiamTbT3EM</videoflash>
 
<videoflash>mUiamTbT3EM</videoflash>
 
<br>
 
<br>
  
  
== Intro to setting up and using warehouses ==  
+
== Intro to setting up and using warehouses ==  
 
<videoflash>HAc4LfTbCtE</videoflash>
 
<videoflash>HAc4LfTbCtE</videoflash>
 
<br>
 
<br>
  
  
== Mobile Tech Preference Group Options ==  
+
== Mobile Tech Preference Group Options ==  
 
<videoflash>_6-DmMgRyps</videoflash>
 
<videoflash>_6-DmMgRyps</videoflash>
 
<br>
 
<br>
  
  
== Using Price Books to charge special prices for specific service items ==  
+
== Using Price Books to charge special prices for specific service items ==  
 
<videoflash>VbLweiuPRL8</videoflash>
 
<videoflash>VbLweiuPRL8</videoflash>
 
<br>
 
<br>
  
== Using Price Books to markup all inventory by percentage, but not service items ==  
+
== Using Price Books to markup all inventory by percentage, but not service items ==  
 
<videoflash>50kCn6gewn8</videoflash>
 
<videoflash>50kCn6gewn8</videoflash>
 
<br>
 
<br>

Revision as of 17:37, 27 April 2015

How to copy a standard report

<videoflash>uUNP5VqN2X8</videoflash>

How to remove a report from the Print/Email menu

<videoflash>UlhcWT_hl78</videoflash>

Basic report formatting in Report Designer

(example is on an invoice report)
<videoflash>A4WDCZNDY48</videoflash>

Troubleshooting why orders aren't showing on dispatch calendar

<videoflash>smLzkuMvJcA</videoflash>


Customizing Search View Basics

<videoflash>O5gbnenlsaw</videoflash>

Intro to Combined Invoice

<videoflash>kLvSfikaTd4</videoflash>

Intro to Partial Invoice

<videoflash>PoiJmQfSVHI</videoflash>

What is a JIT Count?

<videoflash>FAZIi7C9CZA</videoflash>

How stock is depleted

<videoflash>8VQyV5tQTvQ</videoflash>

Intro to Vendor Items

<videoflash>eizmr30xiHg</videoflash>

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.
<videoflash>vCH19lxZFAo</videoflash>

Intro to returning equipment from a customer back to inventory

<videoflash>plPq-1MCGnc</videoflash>

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.
<videoflash>qAwPUVhuEWo</videoflash>

Creating a PO from a Service Order

<videoflash>aY2kL9vQRCU</videoflash>


Purchase Orders - Linking items from multiple service orders to one PO

<videoflash>mUiamTbT3EM</videoflash>


Intro to setting up and using warehouses

<videoflash>HAc4LfTbCtE</videoflash>


Mobile Tech Preference Group Options

<videoflash>_6-DmMgRyps</videoflash>


Using Price Books to charge special prices for specific service items

<videoflash>VbLweiuPRL8</videoflash>

Using Price Books to markup all inventory by percentage, but not service items

<videoflash>50kCn6gewn8</videoflash>