Set Up and Use Staging Locations

Update Purchase Order ("PO") details (e.g. ETA, Courier, Waybill) when known

2:51

Transfer Branch to Branch for “Q” Type Master

Transfer Branch to Branch for "Q" Type On Hand Inventory Master, including From/To a Technician

0:50

Transfer Branch to Branch for “A” Type Master

Transfer Branch to Branch for "A" Type Available Inventory Master, including From/To a Technician

3:21

Time Bill via the Resource Console

HR,

Time Bill against a Service Call, Project Task, Sales Opportunity via the Resource Console

2:41

Tech Return of un-used Master

Tech Return of un-used Master for Technician Inventory obtained as a result of Branch Transfer, or Shipped "Release To Tech"

1:48

Split Order Line Items in Purchasing Q

Split Order Line Items by Quantity count in Purchasing Q for purchasing flexibility

1:21

Specify Order Item as Drop Ship in Purchasing Q

Specify if Order Line Item is to be Drop Shipped or Not in Purchasing Q, i.e. request vendor deliver directly to customer site

4:45

Ship Items

Ship items from one or more Projects, Calls, Orders or unlinked Purchase Orders from one convenient Queue - for items previously "picked"

2:29

Ship a PO to a Vendor for Vendor Return

Ship a PO (type RMARETURN) to a Vendor for Vendor Return

6:56

Set Up a Sales Funnel Template

Set up a sales funnel template, make it available as the default funnel for a given Sales Opportunity > "Interest" field value (via General Codes)

1:18

Set Asset as Missing, decreasing Quantity for “A” Type Master

Set Asset as Missing, decreasing Quantity for "A" Type Master

0:51

Select Vendor for PO in Purchasing Q

Select Vendor for Purchase Order Line Items in Purchasing Q

1:51

Scrap Item from RMA TEST Q

RMA TEST Q: Scrap Item received as Customer RMA

2:04

Scrap Asset, decreasing Quantity for “A” Type Master

Scrap Available Inventory Asset, decreasing Quantity for "A" Type Master

9:14

Sales Opportunity Form Key Fields

Sales Opportunity form: review of key attributes e.g. Interest, Close Date, Sale Type, Value, RMR...

2:52

Return to Vendor from RMA TEST Q

RMA TEST Q: Return to Vendor with no replacement for Item received as Customer RMA

2:33

Return to Customer from RMA TEST Q

RMA TEST Q: Return to Customer Item received as Customer RMA

8:30

Resource Console Overview

A general overview of the Resource Console.

4:19

Replace Unverified Items in Purchasing Q

Replace Unverified Order Line Items (i.e. no MasterNo) with a Master in Purchasing Q

2:13

Receive Customer RMA Item in RMA Q

Receive Customer RMA Item in RMA Q

3:39

Receive a Purchase Order

Receive a Purchase Order ("PO")

13:25

Q360 Month End Procedures Overview

Accounting

Review Q360 Month End procedures - ensure all operational activities are recorded and system can automate corresponding financial entries in the period

1:18

Purchasing Queue

Use the Purchasing Queue to track your purchase orders

22:35

Project Reports

View Project Reports: Project Status, Project Basic WIP, Labor Capacity Forecast, Project Labor Forecast, Project Hours Summary, Project Material Schedule Summary...

1:55

Print PO

Print Purchase Order ("PO") (and deliver PO# to your Vendor to initiate the purchasing process)

8:06

Pick Items

Pick items (to subsequently ship) for one or more Projects, Calls or Orders from one convenient Queue

3:07

Perform a Physical Inventory Count

Perform a Physical Inventory Count

4:13

Multi-currency FX impact on Service Contract Invoice

Service Contract

Multi-currency FX impact on Service Contract Invoice (post invoice, post service revenue)

5:39

Multi-currency FX impact on Quote, Order, Invoice

Multi-currency and foreign exchange ("FX") impact on Quote/Order (non-postings); and Invoice (posting)

3:15

Multi-currency FX impact on Project

Multi-currency FX impact on Project > Profit tab

4:24

Multi-currency FX impact on PO, Voucher

Multi-currency FX impact on Purchase Order (receipt of Q/A type items), Voucher (posting)

2:57

Move to Available Inventory from RMA TEST Q

RMA TEST Q: Move to Available Inventory Item received as Customer RMA

15:31

Manage Project Task Lists

Manage and monitor all tasks for a project

1:41

Interpret Inventory Levels in Re-Order Q

Interpret Inventory Levels in Re-Order Q for "Q" or "A" Master type

1:27

Interpret Inventory Levels in Purchasing Q

Interpret Inventory Levels in Purchasing Q for "Q" or "A" Master type

1:34

Interpret Inventory Levels in Master Form

Interpret Inventory Levels in Master Form for "Q" or "A" Master type

1:16

Interpret Inventory Levels in Find Product Grid

Interpret Inventory Levels in Find Product Grid for "Q" or "A" Master type

2:50

Initiate Return to Vendor for Inventory Stock, with Vendor replacement

Inventory Stock: Initiate Return to Vendor with Vendor replacement

2:17

Initiate Return to Vendor for Inventory Stock, no Vendor replacement

Inventory Stock: Initiate Return to Vendor with no Vendor replacement

3:49

Import or Update Vendor Master Price List

Import or Update Vendor Master (not part of official 'inventory') Price List, for reference

3:00

Import or Update Master Inventory Price List

Import or Update Master Inventory Price List

2:32

Globally Update Master Inventory Prices

Globally Update Master Inventory Prices in batch, by Category, SubCategory

3:01

External User Invoice Payments

Service

Customer Portal: External User views and pays Invoice with their credit card

9:26

End-to-End Flow: Customer RMA, Return to Vendor with Replacement

Service,

End-to-End Flow: Customer RMA, Return to Vendor with Replacement to send back to Customer

2:44

Email Options for Live Data Reports (Schedule LDRs)

General,

System Admin

Schedule routine or one time emailing of live data reports via the live data report's ("LDR's") “Schedule Report” button.

0:46

Drop Ship PO Items

Drop ship order items directly to customers

2:11

Differentiate between Asset Status and Inventory Levels

Differentiate between Asset Status and impact on Inventory Levels for "A" Master types

5:58

Customer Portal: External User Access to Reports, Dashboards

Service

Customer Portal: External User Access to Live Data Reports, Dashboards

3:24

Customer Portal: External User Access to Calls

Service

Customer Portal: External User Access to Calls (view, create, add event...)

2:12

Create Service Coverage Hours Profiles

Service Contract

Service Contract Admin: Create Service Coverage Hours Profiles

7:21

Create Quote Item Section

Create Quote Item with Section(s) and Subsection(s) to organize line items

1:36

Create PO from Vendor Form

Create Purchase Order ("PO") for fulfilling Inventory Stock from Vendor Form

4:26

Create PO from Purchasing Q

Create Purchase Order ("PO") for Jobs (Project/Call/Sales Order) from Purchasing Q

2:14

Create PO from Order Form

Create Purchase Order ("PO") for specific Sales Order (Job) from Order Form

3:57

Create PO from Inventory Re-Order Q

Create Purchase Order ("PO") to replenish Inventory Stock from Inventory Re-Order Q

7:23

Create and Use Global Comments

General,

Store statements of text for re-use across users, e.g. for Statement of Work ("SOW") on Sales Quotes, standardized response to inquiries, letters...

1:45

Create a Vendor Credit from RMA TEST Q

RMA TEST Q: Create a Vendor Credit for Item received as Customer RMA

4:00

Create a Quick ICO