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training:outline [2020/07/14 18:21 (4 years ago)] – [Rental Module] jbalasabastraining:outline [2021/06/11 07:03 (3 years ago)] (current) – [Introduction] kturner
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   * [[we_help_you_run_your_business|What's so special about Windward System Five]]   * [[we_help_you_run_your_business|What's so special about Windward System Five]]
   * [[integrated_system_general_overview|What is an Integrated Business Management System]]   * [[integrated_system_general_overview|What is an Integrated Business Management System]]
-  * Windward System Five Overview [[https://www.youtube.com/watch?v=IyYsj8tYTyg]]+  * [[https://www.youtube.com/watch?v=IyYsj8tYTyg?rel=0|Windward System Five Overview]]
   * [[audit_trail_general_overview|Overview of Audit Trails]]   * [[audit_trail_general_overview|Overview of Audit Trails]]
   * [[training:system5_help_button0712190953|System5 Help button]]   * [[training:system5_help_button0712190953|System5 Help button]]
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   * [[Inventory Data Load V6050]]   * [[Inventory Data Load V6050]]
   * [[Update_Inventory|Update Inventory Quantities V6050]]   * [[Update_Inventory|Update Inventory Quantities V6050]]
 +  * [[:matrix_data_load|Matrix Data Loading]]
  
  
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 ====Returns== ====Returns==
   * [[pos_recent_purchases|Recent Purchases (add to current invoice)]]   * [[pos_recent_purchases|Recent Purchases (add to current invoice)]]
-  * [[pos_returns|Taking Returns]] +  * [[pos_returns|Handling Inventory Return in System Five]] 
-  * [[:creating_a_refund_check_at_point_of_sale|Customer Refund at POS]]+  * [[:creating_a_refund_check_at_point_of_sale|Creating a Refund Check at Point of Sale]]
  
  
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   * [[Garden_Printing|Printing Free-Form Information on Invoices and Slip Receipts]]   * [[Garden_Printing|Printing Free-Form Information on Invoices and Slip Receipts]]
   * [[Shelf Labels Liquor Store-Washington State]]   * [[Shelf Labels Liquor Store-Washington State]]
 +  * [[training:contractor_solables|Special order labels]]
  
  
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 ====Category/Inventory Sales Reports== ====Category/Inventory Sales Reports==
-  * Lost Sales report+  * [[training:reporting_lost_sales0801090907|Lost Sale report]]
   * Ranking sales report [[https://selfhelp.windwardoncloud.com/index.htm?#t=System5Ranking_Sales_report.htm]]   * Ranking sales report [[https://selfhelp.windwardoncloud.com/index.htm?#t=System5Ranking_Sales_report.htm]]
   * [[report_Main_cat|Main Category Sales report]]   * [[report_Main_cat|Main Category Sales report]]
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 ==== Shipment ==== ==== Shipment ====
   * {{ :training:shipment_list_doc.pdf |About Shipment}}   * {{ :training:shipment_list_doc.pdf |About Shipment}}
 +
 +----
 +==== MultiCat ====
 +  * [[:multi_cat_subject_master_msa_tobacco|MultiCat/MSA/Tobacco reporting]]
 +
 +----
 +==== CRM Opportunity Tracking ====
 +  * Overview [[https://www.youtube.com/watch?v=pc1hDx4u6IU]]
 +  * [[CRM Opportunity Tracking]]
 +
 +
  
  
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   * [[contractor_using_lasi|Using the Lasi Application]]   * [[contractor_using_lasi|Using the Lasi Application]]
  
- 
-===CRM Opportunity Tracking== 
-  * Overview [[https://www.youtube.com/watch?v=pc1hDx4u6IU]] 
-  * [[CRM Opportunity Tracking]] 
 ==== Rental Module ===== ==== Rental Module =====
   * [[Rental_overview|Rental Module Overview]]   * [[Rental_overview|Rental Module Overview]]
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 ===Rental Setup Options== ===Rental Setup Options==
-  * [[rental_ledger|Alternate Ledger for sale vs rental revenue]] 
   * [[training:rental_setup|Setting rental rates]]   * [[training:rental_setup|Setting rental rates]]
   * [[rental_minimum_charge|Setting a Minimum charge]]   * [[rental_minimum_charge|Setting a Minimum charge]]
-  * [[rental_bus_hours|Setting Rental Business hours]] +  * Setting Rental Business hours [[https://selfhelp.windwardoncloud.com/index.htm#t=System5Set_business_hours.htm]] 
-  * [[rental_time_period|Setting Time Periods]] +  * Setting Time Periods [[https://selfhelp.windwardoncloud.com/index.htm?#t=System5Time_Periods.htm]] 
-  * [[rental_rules|Setting Rental Rules]] +  * Setting Rental Rules [[https://selfhelp.windwardoncloud.com/index.htm?#t=System5Rental_Rules.htm]] 
-  * [[rental_no_charge_closed|Do not charge rental rate when Store is closed]]+  * Do not charge rental rate when closed [[https://selfhelp.windwardoncloud.com/index.htm#t=System5Do_not_charge_hourly_rates_on_re.htm]]
   * [[training:rental_different_rent_time|Different time different item]]   * [[training:rental_different_rent_time|Different time different item]]
   * [[training:rentalendofdayoption1003220835|End of Day Option]]   * [[training:rentalendofdayoption1003220835|End of Day Option]]
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   * [[rental_open_ended_manual_rate_setup|Setting up Open Ended Rentals with Manual Rate]]   * [[rental_open_ended_manual_rate_setup|Setting up Open Ended Rentals with Manual Rate]]
   * [[rental_price_schedules|Rental rates and Price Schedules]]   * [[rental_price_schedules|Rental rates and Price Schedules]]
 +  * [[Rental Price Schedule Exemptions]]
   * [[rental_modify_display|Modify the display while setting rental rates]]   * [[rental_modify_display|Modify the display while setting rental rates]]
   * [[rental_no_print_rental|Do not print rental rates on invoice]]   * [[rental_no_print_rental|Do not print rental rates on invoice]]
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 ===Rental Process== ===Rental Process==
   * [[reserving_rentals|Making a Reservation]]   * [[reserving_rentals|Making a Reservation]]
-  * [[rental_quotes|Estimates for rental]]+  * Estimates for rental [[https://selfhelp.windwardoncloud.com/index.htm#t=System5Set_rental_estimates_invoice_sub.htm]]
   * [[rental_different_rent_time|Setting different rental times for different items]]   * [[rental_different_rent_time|Setting different rental times for different items]]
   * [[rental_manual_change_price|Manually change a rental Price]]   * [[rental_manual_change_price|Manually change a rental Price]]
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   * [[rental_rolling_sub_type|Setting recurring rental sub type]]   * [[rental_rolling_sub_type|Setting recurring rental sub type]]
   * [[rental_recurring|Using Recurring Rentals]]   * [[rental_recurring|Using Recurring Rentals]]
-  * [[rental_creditcard_recurring|Setting up credit card for recurring rental]] 
  
  
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   * [[training:donotprintrentalratesoninvoice0809171359|Do not print rental rates]]   * [[training:donotprintrentalratesoninvoice0809171359|Do not print rental rates]]
   * [[training:rental_sell|Selling rental item]]   * [[training:rental_sell|Selling rental item]]
 +  * Disable sell button [[https://selfhelp.windwardoncloud.com/index.htm#t=System5Disable_the_Sell_button_for_rent.htm]]
  
 ---- ----
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 ====Sublet Labour== ====Sublet Labour==
-  * [[automotive_Sublet_Labour|Sublet Labour]]+  * [[training:subcontractlabour0712120929|Sublet Labour]]
   * [[training:rental_sublet1309061300|Rental Sublet]]   * [[training:rental_sublet1309061300|Rental Sublet]]
  
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- +====== Health Billing ====== 
 + * [[Invoice Health Billing Enhancement]]
  
  
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 ====== End of Month Procedures ===== ====== End of Month Procedures =====
-  * [[speedy:faq:month_end_procedure|Month End Procedures]]+  * [[faq:month_end_procedure|Month End Procedures]]
   * [[eom_Trial_bal|Trial Balance]]   * [[eom_Trial_bal|Trial Balance]]
   * [[eom_Proof|What is Proof]]   * [[eom_Proof|What is Proof]]
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 ====== End of Year Procedures ===== ====== End of Year Procedures =====
   * [[eoy_overview|End of Year Overview]]   * [[eoy_overview|End of Year Overview]]
-  * [[eoy_stock_count|Physical Inventory Count]]+  * How to complete a year end https://selfhelp.windwardoncloud.com/index.htm#t=QuickReferenceGuideHow_to_Complete_a_YearEnd.htm 
 +  * [[eoy_stock_count|Physical Inventory Count]] {{ :training:physical_inventory_counting_recent.pdf |Physical Count}}
   * [[eoy_adj_serila_stock|Manual adjust serial stock YE]]   * [[eoy_adj_serila_stock|Manual adjust serial stock YE]]
   * [[training:general_ledger_interface0802211455|General Ledger interface]]   * [[training:general_ledger_interface0802211455|General Ledger interface]]
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   * [[eoy_test_proof|Test Proof]]   * [[eoy_test_proof|Test Proof]]
   * [[eoy_integrity|Integrity Checks]]   * [[eoy_integrity|Integrity Checks]]
-  * [[eoy_ledger_transaction|Editing ledger transaction (view details)]] +  * Importance of Minimum Book month
-  * [[eoy_adjusting_entries|Back dating adjusting Entries - Importance of Minimum Book month]]+
   * [[eoy_comparear|Aged AR balance to ledger]]    * [[eoy_comparear|Aged AR balance to ledger]] 
   * [[eoy_compareap|Aged AP balance to ledger]]   * [[eoy_compareap|Aged AP balance to ledger]]
-  * [[eoy_compareInv|Inventory Value balance to ledger]]+  * [[training:inventory_value_report1005311410|Inventory Value]]
   * [[eoy_maincatsalesreport|Main Cat Sales Rpt]]   * [[eoy_maincatsalesreport|Main Cat Sales Rpt]]
   * [[eoy_p_l_summarized|P & L Summarized]]   * [[eoy_p_l_summarized|P & L Summarized]]
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 ==== Getting Started == ==== Getting Started ==
  
-  * [[http://wiki.wws5.com/doku.php?id=training:payroll_australia_setup|PAYROLL AUSTRALIA SETUP]] 
   * [[http://wiki.wws5.com/doku.php?id=videos:juno:gettingstartedguide1108291140|INTRODUCTION CANADA]]   * [[http://wiki.wws5.com/doku.php?id=videos:juno:gettingstartedguide1108291140|INTRODUCTION CANADA]]
   * [[INTRODUCTION USA]]   * [[INTRODUCTION USA]]
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   * [[videos:juno:taxablebenefit(noncash)1108221049|Taxable Benefit]]   * [[videos:juno:taxablebenefit(noncash)1108221049|Taxable Benefit]]
-  * [[Setup Hourly Wage Income item]]+  * Setup Hourly Wage Income item [[https://selfhelp.windwardoncloud.com/index.htm#t=S5_Payroll_CAAdd_a_New_Income_Payroll_item.htm]]
   * [[videos:juno:comp_setup_ret_vac_pay_part11108092100|Vacation Pay Retained Part 1]]   * [[videos:juno:comp_setup_ret_vac_pay_part11108092100|Vacation Pay Retained Part 1]]
-  * [[videos:juno:comp_setup_ret_vac_pay_part21108291039|Vacation Pay Retained Part 2]] +  * [[videos:juno:vacpay_retained1205300604|Vacation Pay Retained]] 
-  * [[retained_vacpay_paid1111091743|Paying Retained Vacation Pay]] +  * Vacation Days as an Accumulator [[https://selfhelp.windwardoncloud.com/index.htm#t=S5_Payroll_CAAccumulators.htm]]
-  * [[videos:juno:comp_setup_accum_vac_day1108091711|Vacation Days as an Accumulator]]+
   * [[videos:juno:process_accounting_for_sick_time1108231203|Sick Days as an Accumulator]]   * [[videos:juno:process_accounting_for_sick_time1108231203|Sick Days as an Accumulator]]
   * [[Set up Banked time as an Accumulator]]   * [[Set up Banked time as an Accumulator]]
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   * Tax Exempt [[https://selfhelp.windwardoncloud.com/f=t&t=faq:what_s_new_6_2_2#t=System5Tax_Zone_report__Exempt_Invoices.htm]]   * Tax Exempt [[https://selfhelp.windwardoncloud.com/f=t&t=faq:what_s_new_6_2_2#t=System5Tax_Zone_report__Exempt_Invoices.htm]]
   * [[:taxes_-_cash_based_taxation|Cash Based Taxation]]   * [[:taxes_-_cash_based_taxation|Cash Based Taxation]]
-  * Accrual Based GST Setup & Reporting 
   * Tax Zone Report Australian GST [[https://selfhelp.windwardoncloud.com/f=t&t=faq:what_s_new_6_2_2#t=System5Tax_Zone_report__Australian_GST_.htm]]   * Tax Zone Report Australian GST [[https://selfhelp.windwardoncloud.com/f=t&t=faq:what_s_new_6_2_2#t=System5Tax_Zone_report__Australian_GST_.htm]]
   * [[training:auto_create_bills_while_receiving_a_po_-_doc|Auto Creating Bills while Receiving and completing a PO]]   * [[training:auto_create_bills_while_receiving_a_po_-_doc|Auto Creating Bills while Receiving and completing a PO]]
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   * [[Auto Create Bills while receiving a PO - DOC]]   * [[Auto Create Bills while receiving a PO - DOC]]
   * [[:payment_processing_options_-_australia|Payment Processing Options - Australia]]   * [[:payment_processing_options_-_australia|Payment Processing Options - Australia]]
 +  * [[:supplierremittance|Supplier remittance]]
 +  * Glossary of Wholesale [[https://medium.com/shelf-life/glossary-7b4020bdc9ff]]
  
  
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   * [[docs_Links|Link Specification]]   * [[docs_Links|Link Specification]]
   * [[docs_Context_Map|Context Map]]   * [[docs_Context_Map|Context Map]]
-  * Glossary of Wholesale [[https://medium.com/shelf-life/glossary-7b4020bdc9ff]] +  * [[https://www.dokuwiki.org/wiki:syntax|Wiki Syntax ]]
-  * [[docs_Getting_Started|Getting Started]] +
- +
-  * [[doc]]+
  
  
training/outline.1594776071.txt.gz · Last modified: 2020/07/14 18:21 (4 years ago) by jbalasabas