Synopsis

Preview an end-to-end operations flow illustrating Q360 as one unified system
– From a Prospect > Sales Opportunity > Sales Quote > Sales Order > Project > Purchasing > Order Fulfilment > Delivery

Q360 Demonstration Video [9:00]

DEMO-01: Preview a Sample Process Flow in Q360 [9:00]

Synopsis

1: Q360 Web Client Basics
Easily navigate your way around with these basic navigation concepts:
– Explore Q360 Main Menu and Layout
– Search Records and Navigate the Form
– Add a Record to Q360

2. Learn about Grids and the many ways you can make sense of the data displayed in them
– Sort, move, hide, resize, save columns in a grid
– Filter to include/exclude data
– Group data by a given column value; display subtotal stats
– Explore data grid export functions less

Q360 Basics [18:13]

SECTION 1: GET STARTED WITH Q360 NAVIGATION [11:32]
BA02-1: Navigate Q360 [3:39]
BA02-2: Search Records and Navigate Form [4:53]
BA02-3: Add a Record to Q360 [3:00]
Basic Navigation Quiz
SECTION 2: GRIDS – SO POWERFUL IN Q360! [6:41]
BA04-1: Grid: Sort, Move, Hide, Resize, Save Columns [1:32]
BA04-2: Grid Data: Filter Data via Header Filter, Filter Include/Exclude [2:20]
BA04-3: Grid Data: Group by Value, Display Subtotal Stats [2:00]
BA04-4: Grid Data Output: Export to XLS, PDF [1:09]

Synopsis

1: Q360 Prospect, Site, Contact, Opportunity
Learn more about a Sales Opportunity:
– First create a Sales Prospect/Site/Contact & then a Sales Opportunity
– Track and update reminder on each of your Sales Opportunity
– Complete Steps in the Sales Funnel
– For a Funnel Step, request a Resource, if needed
Optional:
– Resource assigned can update when their part of a Funnel Step is done, and
– Resource can track time spent on this Sales Opportunity (for employee utilization & reporting)

2. Q360 Sales Quote
All you need to know to create and process a Sales Quote through to a Sales Order
– Create a Quote
– Process a Quote, steps to Confirm/Authorize/Submit/Approve
– Print a Quote…

3. Convert Q360 Sales Quote to Q360 Sales Order
You hear back from Customer after submitting the Quote to them – now what?
Get ready to Reject or Convert Sales Quote to Sales Order
– Convert ‘Prospect’ to ‘Customer’
– Convert ‘Quote’ to ‘Order’

4. Extended Q360 Sales Topics
Let’s explore these additional Sales features
– Build Quote Line Items
– Setup of Quote Authorization rules
– Sales Quick Views / Reports
– Sales Forecast, based on active Sales Opportunities – what is expected to close/when/by whom/how much..

Q360 Sales [31:19]

SECTION 1: Q360 PROSPECT, SITE, CONTACT, OPPORTUNITY [10:28]
SA02-1: Create a Prospect [1:15]
SA02-2: Add a Site [0:43]
SA02-3: Add a Contact [0:56]
SA03: Create a Sales Opportunity [1:42]
SA04-1: ‘Update Reminder’ via Activity linked to Opportunity [0:52]
SA04-2: ‘Update Reminder’ on Opportunity [0:42]
SA04-3: Complete Sales Opportunity Funnel Item [Mark Complete] [0:52]
SA05: Request and Assign a Resource to Funnel Step [1:09]
SA06: Update Funnel Step (assigned to a Resource) 1:01]
TB01-1: Time Bill against a Sales Opportunity [1:16]
SECTION 2: Q360 SALES QUOTE [3:49]
Visual: Quote Status Flow
SA07-1: Create & Process a Sales Quote [2:38]
SA07-2: Print Quote [1:11]
Sales Quote Icon Quiz
SECTION 3: CONVERT Q360 SALES QUOTE TO Q360 SALES ORDER [2:39]
SA08-1: Convert Prospect to Customer [0:38]
SA08-2: Approve or Reject Sales Quote that was sent to Customer [1:03]
Sales Quote: Approve Quote Quiz
SA11: Approve Customer Order [0:58]
SECTION 4: EXTENDED Q360 SALES TOPICS [14:27]
SA09: Build Quote Line Items [5:31]
SA10: Setup Extended Quote Authorization Rules [1:43]
SA13-2: Sales Forecast of Sales Opportunities [7:13]

Synopsis

I. Initiate, track and resolve a Q360 Service Call
– Create a Service Call for a Customer from their Customer Site or Product record or an incoming Received Email Q
– Schedule, Dispatch a Q360 Service Call
– Monitor Q360 Service Calls and their Events
– Identify parts needed or to be returned on a Q360 Service Call
– Track time on a Q360 Service Call
– Mark Parts used and delivered for Q360 Service Call
– Resolve Q360 Service Call by ensuring all deliverables and costs (labor, material) are on the call prior to completing it

II. Extended Q360 Service Topics
Explore these additional Service features
– Q360 Tech App (on mobile devices for techs on-the-go)
– Recurring Service Call (e.g. for Managed Services)
– Create Quote for a Service Call (for Customer Authorization)
– Create Customer Product

Q360 Service [57:19]

SECTION 1: GET STARTED WITH A Q360 SERVICE CALL [7:43]
CA01: Service Call Flow – Status Diagram
CA02-1: Create a Service Call [6:37]
CA02-2: Add Checklist to a Service Call [1:06]
Quiz: Service Call Creation
SECTION 2: SCHEDULE, DISPATCH A Q360 SERVICE CALL [10:29]
CA03-1: Schedule a Service Call via the Call [2:03]
CA03-2: Schedule a Service Call via Resource Console [3:47]
CA03-3: Dispatch a Service Call via the Call [0:53]
CA03-4: Dispatch a Service Call via Dispatch Q [2:01]
CA03-5: Dispatch a Service Call via Resource Console [1:45]
Quiz: Schedule/Dispatch a Service Call
SECTION 3: MONITOR Q360 SERVICE CALLS & THEIR EVENTS [10:22]
CA04: List & Manage Service Work Queues [5:09]
CA05: Create Service Call Events [2:48]
CA06: Review Service Call Events from Call, Event Q [2:25]
Quiz: Service Work Queues & Call Events
SECTION 4: IDENTIFY PARTS NEEDED OR TO BE RETURNED ON Q360 SERVICE CALL [4:36]
CA07-1: Add Parts to Service Call / linked Work Order [1:46]
CA07-2: Add Items to be Returned (RMA) on Service Call / linked Work Order [2:50]
Quiz: Add Parts
SECTION 5: TRACK TIME ON A Q360 SERVICE CALL [2:52]
TB01-4: Time Bill against a Call via Call, My Task List, Resource Console [2:52]
SECTION 6: MARK PARTS USED & DELIVERED FOR Q360 SERVICE CALL [5:00]
CA08: Mark which Tech Inventory Part(s) Used & Delivered to Customer Site [2:38]
TA02: Mark which Tech inventory Part(s) Used & Delivered via Q360 Tech App [0:54]
CA11: Update Service Call Status when Tech Work is Done [1:28]
Quiz: Parts Delivered
SECTION 7: RESOLVE Q360 SERVICE CALL [3:31]
CA12: Adjust Q360 Service Call “Billable” Flag [1:10]
CA13-1: Preview Billing Report to see what invoice would look like [1:09]
CA13-2: Review & Mark Call Complete [1:12]
Quiz: Complete Call
SECTION 8: EXTENDED SERVICE TOPICS [12:46]
TA01: Q360 Tech App [6:45]
CA14: Generate a Q360 Service Call Report [1:30]
CA15: Create a Recurring Service Call (e.g. for Managed Services) [1:41]
CA16: Create Quote for a Service Call (for Customer Authorization) [1:53]
CA17: Create Customer Product [0:57]

Synopsis

Service Contracts in Q360 specify what is covered from a Service perspective.

I. Create a Service Contract from Customer, Project, Sales Opportunity/Quote/Order including the setup of details and line items to define the service coverage.
II. Monitor, renew or expire Service Contracts.
III. Bill the Service Contracts (typically an Accounting function)
IV. Advanced Topics include applying a block amount against service call invoices, credit/refund block amount, and creating a product record.

Q360 Service [57:19]

SECTION 1: CREATE A SERVICE CONTRACT [22:24]
SC 01: What is a Service Contract in Q360?
SC 02-1: Create a Service Contract Manually from Customer Site [3:42]
SC 02-2: Create a Service Contract From a Project [3:56]
SC 02-3: Create a Service Contract From a Sales Order (Sales Opp/Quote) [2:12]
SC 03-1: Setup Service Contract: Details, Line Items [2:59]
SC 03-2: Setup Service Contract: Associate with a Vendor Contract (optional) [3:13]
SC 04: Create a Block Amount (prepaid) Service Contract – Overview [6:22]
Quiz
SECTION 2: MONITOR SERVICE CONTRACTS [5:52]
SC 07: Monitor Service Contract Renewal Queue, Vendor Service Contract Renewal Queue [2:25]
SC 08: Monitor Balance and Usage of a Block Amount Service Contract [1:27]
SC 09: Monitor Service Contract Profitability and Revenue Projections
Quiz
SECTION 3: RENEW/TOP UP SERVICE CONTRACTS [2:26]
SC 10: Automatically Renew a Service Contract [1:06]
SC 11: Top Up a Block Amount Service Contract [1:20]
Quiz
SECTION 4: EXPIRE SERVICE CONTRACTS [1:06]
SC 12: Expire a Service Contract Manually [1:06]
SC 13: Expire a Service Contract Automatically
Quiz
SECTION 5: BILL SERVICE CONTRACTS [5:37]
SC 15-1: Invoice a Service Contract [1:19]
SC 15-2: Invoice all Service Contracts within Bill in Advance Days [1:22]
SC 16: Invoice a Block Amount Service Contract [1:07]
SC 17: Invoice Warranty as Part of a Project [1:49]
Quiz
SECTION 6: ADVANCED SERVICE CONTRACT TOPICS [10:35]
SC 20: Apply a Service Contract Block Amount Against a Service Call [2:47]
SC 21: Credit/Refund Unused Block Amount [1:22]
SC 22-1: Create Product/System from a Project [2:19]
SC 22-2: Add Additional Project Item(s) to an Existing Product/System
SC 23: Create Product/System Manually [0:58]
SC 24: Adjust a Service Contract’s Product Coverage [2:20]
SC 25: Service Contract Admin: Create Service Coverage Hours Profiles [1:36]

Quiz

Synopsis

I. Initiate a Q360 Purchase Order (“PO”) for procurement
– Create a Purchase Order for Jobs or for stock inventory.
From the Purchasing Q, you have option to fulfill purchases across multiple Sales Orders or Jobs – and leverage bulk pricing on a single PO, if applicable with your Vendors.
When purchasing for inventory stock, refer to the Inventory Re-Order Q to gauge your inventory needs based on Minimum/Maximum/Re-Order Quantities you have defined for each Inventory MasterNo.
– ‘Confirm’, print, and deliver the Purchase Order to your Vendor; per the workflow, the PO is now ready to be `received` into inventory by the Warehouse.
– When you become aware of the PO delivery details, e.g. ETA, Courier, Waybill, etc., add them to the PO record for visibility later in the workflow process, including by the Warehouse and Accounting AP departments.

II. Q360 Inventory Level Terms
Familiarize yourself with terms referenced throughout Q360 forms and grids to interpret inventory levels at your company/branch. Make informed decisions for what/when to purchase for jobs or inventory stock – or whether to simply transfer branch-to-branch to fulfill needs.

III. Import and/or update MasterNo Price List
– As part of establishing and maintaining parts price lists for procurement, track in Q360 as Masters (inventory part numbers) or as ‘Vendor Masters’ (a reference of part numbers separate from the inventory part numbers available for Quote/Order/PO). Use the Import/Update of a spreadsheet feature to facilitate this process.
– Batch update Master inventory part numbers by the Category and/or Sub Category attributes.

Q360 Purchasing [32:02]

SECTION 1: INITIATE A Q360 PURCHASE ORDER (“PO”) [8:22]
=PU01: Purchase Order Flow – Status Diagram
PU02-1: Create PO(s) for Jobs (Project/Call/Sales Order) via Purchasing Q [1:52]
PU02-2: Create PO for specific Sales Order (Job) via Order Form [1:55]
PU02-3: Create PO for fulfilling Inventory Stock, via Vendor Form [1:42]
PU02-4: Create PO to replenish Inventory Stock, via Inventory Re-Order Q [2:53]
SECTION 2: PROCESS Q360 PURCHASE ORDER (“PO”) [4:53]
PU03-1: Confirm PO (after which PO items are ready to be received) [2:03]
PU03-2: Print PO (and deliver PO# to your Vendor) [1:33]
PU04: Update PO Details (e.g. ETA, Courier, Waybill) when known [1:17]
Quiz: Initiate & Process a Purchase Order
SECTION 3: MONITOR & INTERPRET Q360 INVENTORY LEVELS [7:18]
PU05-1: Reference Inventory Levels in Master Form [1:37]
PU05-2: Reference Inventory Levels in Purchasing Q [1:11]
PU05-3: Reference Inventory Levels in Inventory Re-Order Q [1:08]
PU05-4: Reference Inventory Levels in Find Product Grid [1:10]
PU05-5: Differentiate between Asset Status values and Impact to Inventory Levels [2:12]
PU06: Glossary of Q360-Tracked Inventory Levels, Asset Status values
Quiz: Inventory Levels
SECTION 4: IMPORT, UPDATE Q360 MASTER PRICE LIST [7:14]
PU07-1: Import/Update Price List for MasterNo [2:52]
PU07-2: Import/Update Price List for Vendor Master [2:07]
PU08: Globally Update MasterNo Prices by Category, Sub Category [2:15]
SECTION 5: EXTENDED Q360 PURCHASING TOPIC [4:15]
PU09-1: Split Order Line Items (for purchasing flexibility) in Purchasing Q [1:27]
PU09-2: Replace Unverified Order Line Items with Master in Purchasing Q [1:11]
PU09-3: Specify if Order Line Item is to be Drop Shipped or Not in Purchasing Q [0:46]
PU09-4: Assign selected Vendor to Purchase Order Line Items in Purchasing Q [0:51]

Synopsis

I. Track what comes in and out of the Warehouse in Q360
– Receive confirmed Purchase Order items for jobs, inventory stock, or vendor replacement.
– Pick and ship items on approved Sales Orders.
– Ship items on confirmed PO’s for Vendor returns.

II. Manage and track your Inventory
– Create a Master Inventory Part Number (“MasterNo”) for any new item your organization requires to be added on a Sales Order or Purchase Order
– For “Q” and “A type MasterNo’s, Q360 automatically tracks their inventory levels; however, you can adjust the inventory quantities manually – up or down – depending on the situation.
– Transfer inventory “branch to branch” based on need, and accept return of un-used inventory from Technician truck or stock
– Regularly perform a physical inventory count to match what is actually in your warehouse with the system.

III. Customer Return Merchandise Authorization (“RMA”)
– Receive the Customer returned item in “RMA Q”.
– Make decision on what to do with returned item in “RMA TEST Q”. Options include moving it to available inventory stock, scrapping the item, fixing/returning item to Customer, or returning to Vendor – with or without replacement, and sending that Vendor replacement back to Customer.

IV. Vendor Return Merchandise Authorization (“RMA”) for Inventory Stock
Send back an Inventory item to the Vendor, with option for a replacement or not.

Q360 Warehouse [56:06]

SECTION 1: RECEIVE Q360 PURCHASE ORDER (“PO”) [3:46]
WA01: Receive PO [3:46]
SECTION 2: PICK & SHIP ORDER, SHIP PO FOR VENDOR RETURN [6:57]
WA02: Pick Order [3:34]
WA03: Ship Order [2:37]
WA04: Ship PO to Vendor for Vendor Return [0:46]
SECTION 3: MANAGE INVENTORY PARTS [19:16]
WA05: Create Master Inventory Part Number (“MasterNo”) [2:27]
WA06-1: Adjust Quantity Up or Down for MasterNo of “Q” Type [1:50]
WA06-2: Add Asset, increasing Quantity for MasterNo of “A” Type [1:50]
WA06-3: Scrap Asset, decreasing Quantity for MasterNo of “A” Type [1:37]
WA06-4: Set Asset as Missing, decreasing Quantity for MasterNo of “A” Type [1:09]
WA06-5: Transfer Branch to Branch for MasterNo of “Q” Type [2:31]
WA06-6: Transfer Branch to Branch for MasterNo of “A” Type [1:49]
WA06-7: Tech Return of un-used MasterNo [2:23]
WA07: Perform Physical Inventory Count [3:40]
SECTION 4: CUSTOMER RETURN MERCHANDISE AUTHORIZATION (“RMA”) [21:28]
WA08: Receive Customer RMA Item via RMA Q [2:00]
WA09-1: Move to Available Inventory via RMA TEST Q [3:08]
WA09-2: Create Vendor Credit via RMA TEST Q [1:52]
WA09-3: Scrap Item via RMA TEST Q [1:56]
WA09-4: Return to Customer via RMA TEST Q [2:25]
WA09-5: Return to Vendor – no replacement, via RMA TEST Q [2:53]
WA10: Demo End-to-End Flow: Customer RMA, Return to Vendor with Replacement [7:14]
SECTION 5: VENDOR RETURN MERCHANDISE AUTHORIZATION (“RMA”) FOR INVENTORY STOCK [4:39]
WA11-1: Initiate Return to Vendor for Inventory Stock, no Vendor replacement [2:05]
WA11-2: Initiate Return to Vendor for Inventory Stock, with Vendor replacement [2:34]

Synopsis

I. Depending on your process and type of jobs, create the appropriate invoice for your Service Calls, Projects, Service Contracts, Sales Orders or just a manual Customer Invoice. Once the “un-posted” invoice is created, print and post it – it is now ready to process against the cash receipt from customer.

II. Manage your Accounts Receivables and track your collection activities as Customer Activities and the AR Collection Queue. Decide whether and when to escalate or write off invoices.

III. Explore how to manage your Accounts Receivables and find what you need:
– Find and View Journal Entries created manually or system generated. Search from the AR/AP/GL Journals, search by GL Account Number, or by the source object, e.g. the Invoice.
– Reference Quick Views (grid data output), Reports (formatted output), and Live Data (output for the frequently requested AR information).

Q360 Accounting AR [48:03]

SECTION 1: CREATE ACCOUNTS RECEIVABLES [19:43]
AR01-1: Create a Manual Invoice for a Customer [1:39]
AR01-2: Create a Customer Credit [1:44]
AR02: Invoice a Service Call [1:25]
AR03-1: Invoice a Project Progress Invoice from Task [2:37]
AR03-2: Invoice a Project Schedule of Values (“SOV”) [5:54]
AR03-3: Invoice a Project Order Line Items [1:03]
AR04: Invoice Service Contracts [3:09]
AR05: Invoice Sales Orders from Orders to Invoice Q [2:12]
SECTION 2: PROCESS ACCOUNTS RECEIVABLES [9:15]
AR06: Print and Post Invoices [2:57]
AR07-1: Process Cash Receipt [3:36]
AR07-2: Create an Open Credit for Customer from Cash Receipt [2:42]
SECTION 3: COLLECT ACCOUNTS RECEIVABLES [8:02]
AR08: Print Customer Statements [2:10]
AR09: Record Invoice Collection Activities [3:52]
AR10: Write off Invoices [2:00]
SECTION 4: VIEW AR JOURNAL ENTRIES AND REPORTS [3:46]
AG05: Find and View AR/AP/GL Journal Entries [3:06]
AR11: View AR Quick View, Reports, Live Data [0:40]
SECTION 5: EXTENDED Q360 ACCOUNTS RECEIVABLES TOPIC [7:17]
AR12: Invoice Recurring Sales Orders [4:26]
AR13: Setup AR Collection Q [2:51]

Synopsis

I. Create Vendor Invoices, referred to as “Vouchers” in system for a Vendor, or for items received on a Purchase Order.
Process the Voucher through its workflow: post, approve (optional), release for payment, and make the payment through printing a check or making a direct payment.

II. Process Employee Expenses: post and pay expense claims whether reimbursable to employee or as part of credit card payment.

III. Explore process for 2 common vendor purchase scenarios:
– Prepay Vendor in Advance for a Purchase (Vendor Deposit), and
– Setup a Prepaid Expense Voucher that can be amortized monthly over a given timeframe.

IV. Find and view Journal Entries, Quick Views, Reports and Live Data for your Accounts Payables.

Q360 Accounting AP [v1] [33:39]

SECTION 1: CREATE ACCOUNTS PAYABLES [6:14]
AP01: Create a Manual Voucher [1:23]
AP02: Create a Voucher for Received Purchase Order Items [2:18]
AP03: Create Vouchers for Recurring Purchase Orders [2:33]
Quiz: Create Accounts Payables
SECTION 2: PROCESS ACCOUNTS PAYABLES [10:15]
AP04-1: Post and Release Voucher for Payment [1:43]
AP04-2: [Optional] Approve a Posted Voucher Before Release for Payment [2:06]
AP05: Pay Released Voucher via Print Check [3:41]
AP06: Pay Released Voucher via Make Direct Payment [2:45]
Quiz: Process Accounts Payables
SECTION 3: PROCESS EMPLOYEE EXPENSES [3:05]
AP07: Post Expense Claim Items [0:37]
AP08: Pay Reimbursable Employee Expense Claim via a Voucher [2:28]
Quiz: Process Employee Expenses
SECTION 4: EXPLORE SPECIFIC VENDOR PURCHASE SCENARIOS [10:20]
AP09: Prepay Vendor in Advance for a Purchase (Vendor Deposit) [5:22]
AP10-1: Setup Vendor Pre-Paid Expense on a Voucher [2:32]
AP10-2: Recognize Monthly Pre-Paid Expenses [2:26]
Quiz: Explore specific Vendor Purchase Scenarios
SECTION 5: 5: VIEW AP JOURNALS AND REPORTS [3:45]
AG05: Find and View AR/AP/GL Journal Entries [3:06]
AP11: View AP Quick View, Reports, Live Data [0:39]
Quiz: View AP Journals and Reports

Synopsis

I. Perform the general accounting functions: Enter and post GL Journal Transactions, Perform Bank Reconciliation, Close Fiscal Periods, Close Fiscal Year.

II. Be aware of the journal postings to be performed regularly for operations: Post Time Bill, Post Project Cost, Post Project Revenue, Create Project Closing Entry.

II. Find and view Journal Entries, Quick Views, Reports and Live Data for your Accounting details, including how to create and run Balance Sheet and Income Statements.

Q360 Accounting General [v1] [29:22]

SECTION 1: ACCOUNTING GENERAL BASICS [9:38]
AG01: Enter and Post GL Journal Transactions [2:14]
AG02: Perform a Bank Reconciliation [4:28]
AG03: Close Accounting Periods [1:33]
AG04: Close Accounting Year [1:23]
Quiz: Accounting General Basics
SECTION 2: OPERATIONAL POSTINGS [5:29]
TB02: Post Time Bill [2:25]
PR15: Post Project Costs; Post Project Revenue [1:56]
PR16: Create Project Closing Entry [1:08]
Quiz: Operational Postings
SECTION 3: VIEW GL JOURNALS AND REPORTS [14:15]
AG05: Find and View AR/AP/GL Journal Entries [3:06]
AG06: Create and Run a Balance Sheet [5:45]
AG07: Create and Run an Income Statement [4:42]
AG08: View Accounting Quick Views, Reports, Live Data [0:42]
Quiz: View GL Journals and Reports

Synopsis

Create and Submit an Employee Expense Item.
– Tie the expense to a Q360 record, such as to a Project (internal Admin or Customer), Service Call, Sales Opportunity or Purchase Order.
– Attach receipts, if required.
– Once created and submitted by the employee, the next steps of the workflow is for a supervisor to Approve or Reject the expense item.

Q360 Expense Entry [v2] [1:55]

EX-01: Create and Submit Employee Expense Item
Quiz: Employee Expense Entry

Synopsis

Approve or Reject an Employee Expense Item.
– Ensure the expense meets the organization policies.
– Once approved, the next steps of the workflow is for Accounting Accounts Payable to Post the Expense Item, and where required, reimburse the Employee.

Q360 Expense Approval [v2] [1:25]

EX-02: Approve or Reject Employee Expense Item
Quiz: Employee Expense Approval