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52:49

Release Highlights v24.01

Webinars

3.30

Subcontractor Information Tracking

Service

4:45

Ship Items

Warehouse

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

8:06

Pick Items

Warehouse

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

7:23

Create and Use Global Comments

General,

Sales

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

58:43

Service III: Manage and Deliver MasterClass

Webinars

3:49

Create and Use Auto Add Rules with Quotes

Accounting,

Sales,

System Admin

Admin: Define rules to automatically add additional Quote item(s), MasterNos, on 'Save Quote' based on criteria, e.g. Quote Sale Type, Master Item Type(s) on Quote...

57.43

Service II: Sell and Setup

Service,

Service Contract,

Webinars

Service II: Part 2 of 3 Service MasterClass series to discuss the Service sales process and explore setting up the Service Contracts. MasterClass Webinar presented on 2024-07-24.