Video Training Courses (as of June 27, 2007) The following video training courses are located in the Downloads area of the online support center and a...
Video Training Courses (as of June 27, 2007) The following video training courses are located in the Downloads area of the online support center and are available to companies with support subscriptions.
Workflow Demos Brief • Purpose • SO Workflow • Make Job Workflow • PO Workflow Forms Customization • Introduction • Adding a Data Field • Saving/Renaming Procedures • Adding User-Defined Fields • Adding a Logo • Adding Barcodes • Update Procedures for Customized Forms
Manufacturing Startup • Import or Stock Count? • Stock Qty Import • Reconcile Inventory Value Inventory Costing • Stock Receipts • Stock Issues to Jobs • Picking, Shipping, & Invoicing • Stock Adjustments • Stock Counts • Negative Stock • Stock Locations • Tracking Characteristics • Change Inventory Costs • Inventory Value Report • Reconcile Book Values • Transaction Listings Video Training Courses
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Bills of Material BOM Import • Overview • Components Spreadsheet • Routings Spreadsheet • Spreadsheet Merge • Data Import BOM Defaults • Overview • Methods • Routings • Outputs • Manufacturers • References • Formulas • Batch Size • Rollup Progress • Phantom Assemblies • Line Item Brackets • Fixed or Variable • Scrap % • From / Thru Dates • Seq-Stage Work Centers & Machines • Overview • Inside Work Centers • Subcontract Work Centers • Machines New BOM Entry • New BOM • BOM Copy • Method Copy • Default Method • Phantom • MTO
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Video Training Courses
Bills of Material (Cont.) Routing Entry • Proper Use • Routing Stages • Seq-Stage • Work Center & Machine • Setup • Cycle Times • No of Persons • Days to Next • Trxn Type • Notes & Tasks • Subcontract Sequences Components Entry • Overview • Line No • Type • Subassemblies • Speed Entry Estimated Costs • Purpose • Decimal Places • Purchased Item Costs • Descriptor Costs • Setup Cost • Labor Cost • Fixed Overhead Cost • Variable Overhead Cost • Subcontract Service Cost • Miscellaneous Cost • Cost Rollup • Methods Rollup • Secondary Output Costs • Estimated Margins • Non-Stock Purchases
Sales Customer Setup • Customer Types • Contact Types • Sales Regions • Sales Rep Types • Sales Reps • Commission Codes • Lead Sources • Payment Terms • Ship Methods • Ship Zones • New Customer Entry • Delivery Addresses • Credit Checking • Third Party Billing • Forms Customer Import • Spreadsheet Creation • Spreadsheet Edit • Spreadsheet Import • Delivery Addresses Import Base Prices • Purpose of base prices • Base price entry • Quantity price breaks • Mass price change • Gross margin analysis • Printing a price list Price Levels • Purpose of price levels • Price level setup • Assigning to customers Discounts • Purpose • Assigning Discount Rates • Quantity Discounts • Assigning to Customers