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training:outline

Table of Contents

Introduction

Installation

Users & Security Switches

Add/Edit Users

Security Switches

Taxes, Levies, & Bottle Deposits

Bottle Deposits

Taxes

Tire/Battery Levies

Recycle Fees

EHF Fees BC

Starting Balances & Go Live CheckList

Go Live Check List

Starting A/R & A/P

Starting Journal Entry

Main and Sub Category Setup

Category Setup & Maint.

Category Examples

Importing/Dataload

CSV & Excel files

DataLoad

Virtual Warehouse

Special Export/Imports

Inventory

Add/Edit Inventory

Barcodes

Comments

Kits (Michele)

Matrix

Pk Size,Cases,Dimensional Sizes

Pricing

Reports

Special Function

Serial Numbers & Units

Serialized Items

Service Reminders

Unit Reporting

Unit Tracking

Consignment & Floor Planning

Consignment

Floor Planning

Purchase Orders/Receiving

Purchasing

Option to Buy

Receiving

PO Reporting

Point of Sale

POS Interfaces

Add/Edit Sales

Invoice Layers

Discounting

Ship To / Ship Via

Comments

BackOrder & Special Order

Returns

Tender

Gift Cards/Gift Certificates

RMA's/Warranties

Appointments & Deliveries

Appointment Scheduler

Delivery Scheduler

Promotions

Promo Options

Coupon Options

Customer Card

Customer Maintenance

Add/Edit Customers

History

Customer Prices

Comments

Accounts Receivable

Receiving A/R Payments

Early Payment Discount

Payment Schedule

Interest Invoices

A/R Reporting

A/R Utilities

Write Off Bad Debt

Supplier Maintenance

Add/Edit Suppliers

History

Comments

Accounts Payable

Creating/Editing Bills

A/P Discounts

Paying Bills/Creating Checks

A/P Advance

A/P Reporting

Sell Through Allowance

Accounting & Financial Reporting

Accounting

Financial Reports

Journal Entries

Add/Edit Journal Entry

Journal Templates

Finding Journal Entries

Duplicate Journal Entry

Job Costing

Form & Label Design

Form Design

Invoice Tree

Slip Receipts

Label Design

Barcode Labels

Claim Checks

Reports

Category/Inventory Sales Reports

Invoice Sales Reports

Sales Commission

Inventory Reporting

Customer/Supplier Reporting

Written Sales

Shipment

MultiCat

CRM Opportunity Tracking

Miscellaneous

Lists

Email

Cell Phone Activations

**MODULES - Code Activated**

AIC Module

AIC Setup

Move Locations

Location Maintenance

Contractor Module

Reports

Lights Of America

LAMI

LASI

Rental Module

Rental Setup Options

Rental Process

Rental Reports

Recurring/Renew Rentals

Rental Maintenance

Automotive

Tire Sizing/Quick Quote

Cores

Sublet Labour

Trade Ins/Lein Payouts

Shop Supplies

Lease & Loan Master

Garden Center

Potting up

Botanical Names

Health Billing

Multi Currency

Multi Currency Setup

Departments - Locations

Dept Settings

Dept Transfers

WE-Commerce(WECS)Module

WE-Commerce Setup

End of Day Procedures

End of Month Procedures

End of Year Procedures

Payroll

Getting Started

Payroll Item Set Up

Employee Set Up

Month End/Year End Processes

Reporting

Support Queue

Support Plan Setup

Support Queue

Web Wireless Solution

AUSTRALIA RULES

DOCUMENTATION

training/outline.txt · Last modified: 2020/09/01 12:08 by jege