training:outline
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| training:outline [2020/07/10 20:40 (4 years ago)] – [End of Day Procedures] jbalasabas | training:outline [2021/06/11 07:03 (3 years ago)] (current) – [Introduction] kturner | ||
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| * [[we_help_you_run_your_business|What' | * [[we_help_you_run_your_business|What' | ||
| * [[integrated_system_general_overview|What is an Integrated Business Management System]] | * [[integrated_system_general_overview|What is an Integrated Business Management System]] | ||
| - | * Overview of System | + | * [[https:// |
| * [[audit_trail_general_overview|Overview of Audit Trails]] | * [[audit_trail_general_overview|Overview of Audit Trails]] | ||
| * [[training: | * [[training: | ||
| Line 301: | Line 301: | ||
| * [[Inventory Data Load V6050]] | * [[Inventory Data Load V6050]] | ||
| * [[Update_Inventory|Update Inventory Quantities V6050]] | * [[Update_Inventory|Update Inventory Quantities V6050]] | ||
| + | * [[: | ||
| Line 460: | Line 461: | ||
| * [[Default PackSizes - Touchscreen V6050|Touchscreen PackSizes: Selling By and Setting Defaults V6050]] | * [[Default PackSizes - Touchscreen V6050|Touchscreen PackSizes: Selling By and Setting Defaults V6050]] | ||
| * [[http:// | * [[http:// | ||
| + | * Dimension simplified using Z-Sheets [[https:// | ||
| Line 615: | Line 617: | ||
| * [[po-edit|Edit a completed PO]] | * [[po-edit|Edit a completed PO]] | ||
| * [[po_label|printing labels from PO]] | * [[po_label|printing labels from PO]] | ||
| + | * Receiving from CSV file [[https:// | ||
| ====PO Reporting== | ====PO Reporting== | ||
| * [[po_reports_expected|PO Expected Report]] | * [[po_reports_expected|PO Expected Report]] | ||
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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]] |
| - | * [[: | + | * [[: |
| Line 706: | Line 709: | ||
| ====Gift Cards/Gift Certificates== | ====Gift Cards/Gift Certificates== | ||
| * [[pos_tender_gift_card_setup|Setup of System Five generated Gift Card/ | * [[pos_tender_gift_card_setup|Setup of System Five generated Gift Card/ | ||
| + | * [[training: | ||
| + | * [[training: | ||
| * [[pos_tender_gift_card_selling|Selling and redeeming System Five generated Gift Cards/ | * [[pos_tender_gift_card_selling|Selling and redeeming System Five generated Gift Cards/ | ||
| * [[: | * [[: | ||
| - | * Gift cards tracked in System Five | + | * [[faq: |
| - | * Gift cards tracked by Mercury | + | * [[: |
| - | * Gift Cert vs Gift Cards | + | * [[faq: |
| + | * [[videos: | ||
| ====RMA' | ====RMA' | ||
| Line 728: | Line 734: | ||
| ====Delivery Scheduler== | ====Delivery Scheduler== | ||
| * [[training: | * [[training: | ||
| + | * Delivery Schedule Report [[https:// | ||
| + | * Delivery Service [[https:// | ||
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| * [[customer_units|Vehicle/ | * [[customer_units|Vehicle/ | ||
| * [[customer_lookupwords|Lookup Words]] | * [[customer_lookupwords|Lookup Words]] | ||
| + | * {{ : | ||
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| * [[ar_aged_reports|Aged A/R Report]] | * [[ar_aged_reports|Aged A/R Report]] | ||
| * [[ar_statements|A/ | * [[ar_statements|A/ | ||
| - | * Aging by months instead of by days | ||
| * [[ar_aged_ledger|Aged A/R Balanced to Ledger]] | * [[ar_aged_ledger|Aged A/R Balanced to Ledger]] | ||
| * [[training: | * [[training: | ||
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| * [[supplier_documents|Attaching Documents To Supplier Record]] | * [[supplier_documents|Attaching Documents To Supplier Record]] | ||
| * [[supplier_lookup|Lookup Words]] | * [[supplier_lookup|Lookup Words]] | ||
| + | * {{ : | ||
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| * [[: | * [[: | ||
| * [[speedy: | * [[speedy: | ||
| - | * [[invoice_tree_advanced_item|advanced | + | * [[invoice_tree_advanced_item|Advanced |
| - | * [[Invoice_tree_-_while designing|Using " | + | * [[training: |
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| * [[Label_Design_Avery_Sheets|Setup and Design for Avery Sheet Labels]] | * [[Label_Design_Avery_Sheets|Setup and Design for Avery Sheet Labels]] | ||
| * [[inventory_label_design_laser|Customizing Inventory Labels for a laser printer]] | * [[inventory_label_design_laser|Customizing Inventory Labels for a laser printer]] | ||
| - | * [[inventory_signs|Signs – printing large price stickers or barcode labels on a Laser printer]] | + | * [[speedy: |
| + | * [[: | ||
| + | * [[: | ||
| + | * [[training: | ||
| + | * [[: | ||
| + | * [[training: | ||
| * [[training: | * [[training: | ||
| * [[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: | ||
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| ====Category/ | ====Category/ | ||
| - | * Lost Sales report | + | * [[training: |
| * Ranking sales report [[https:// | * Ranking sales report [[https:// | ||
| * [[report_Main_cat|Main Category Sales report]] | * [[report_Main_cat|Main Category Sales report]] | ||
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| * [[pos_promotions_customer_reports|Promotional Mailout based on Customer Purchase History]] | * [[pos_promotions_customer_reports|Promotional Mailout based on Customer Purchase History]] | ||
| * [[sport_mailmerge|Mail_Merge]] | * [[sport_mailmerge|Mail_Merge]] | ||
| + | |||
| + | ---- | ||
| + | |||
| + | ==== Written Sales ==== | ||
| + | |||
| + | * {{ : | ||
| + | * [[employee: | ||
| + | |||
| + | ---- | ||
| + | |||
| + | ==== Shipment ==== | ||
| + | * {{ : | ||
| + | |||
| + | ---- | ||
| + | ==== MultiCat ==== | ||
| + | * [[: | ||
| + | |||
| + | ---- | ||
| + | ==== CRM Opportunity Tracking ==== | ||
| + | * Overview [[https:// | ||
| + | * [[CRM Opportunity Tracking]] | ||
| + | |||
| + | |||
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| ====Lists== | ====Lists== | ||
| * [[sp_quick_list|Quick List]] | * [[sp_quick_list|Quick List]] | ||
| + | * [[https:// | ||
| Line 1340: | Line 1379: | ||
| * {{: | * {{: | ||
| * [[aic_control|Advanced Inventory Control Overview]] | * [[aic_control|Advanced Inventory Control Overview]] | ||
| - | * [[aic_setup|AIC convert | + | * [[aic_setup|Convert |
| - | * [[aic_set_locations|AIC Set locations]] | + | * [[training:aic_set_locations|Convert existing stock]] |
| - | * [[aic_Ret_loc|AIC Return Location]] | + | * [[aic_set_locations|Set locations]] |
| - | * [[aic_Fixed_loc|AIC Fixed Location]] | + | * {{ : |
| - | * [[aic_quaranatine|Quarantined Locations]] | + | * [[training: |
| ===Move Locations== | ===Move Locations== | ||
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| ===Location Maintenance== | ===Location Maintenance== | ||
| * [[aic_multi_location_maintenance|AIC Multi-Location Maintenance]] | * [[aic_multi_location_maintenance|AIC Multi-Location Maintenance]] | ||
| + | * [[training: | ||
| + | * [[training: | ||
| + | * [[: | ||
| + | |||
| ---- | ---- | ||
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| ===Reports== | ===Reports== | ||
| + | * [[training: | ||
| * [[contractor_rep_Efficiency|efficiency Report]] | * [[contractor_rep_Efficiency|efficiency Report]] | ||
| * [[contractor_rep_Pending|Pending Report]] | * [[contractor_rep_Pending|Pending Report]] | ||
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| * [[contractor_lasi|Setting up the Lasi Application]] | * [[contractor_lasi|Setting up the Lasi Application]] | ||
| * [[contractor_using_lasi|Using the Lasi Application]] | * [[contractor_using_lasi|Using the Lasi Application]] | ||
| - | |||
| - | |||
| - | ===CRM Opportunity Tracking== | ||
| - | * Overview [[https:// | ||
| - | * [[CRM Opportunity Tracking]] | ||
| - | |||
| - | ---- | ||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| ==== Rental Module ===== | ==== Rental Module ===== | ||
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| ===Rental Setup Options== | ===Rental Setup Options== | ||
| - | * [[rental_ledger|Alternate Ledger for sale vs rental revenue]] | + | * [[training: |
| - | * [[setting_rental_rates|setting | + | |
| * [[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:// |
| - | * [[rental_time_period|Setting Time Periods]] | + | * Setting Time Periods |
| - | * [[rental_rules|Setting Rental Rules]] | + | * Setting Rental Rules [[https:// |
| - | * [[rental_no_charge_closed|Do not charge rental rate when Store is closed]] | + | * Do not charge rental rate when closed |
| + | * [[training: | ||
| + | * [[training: | ||
| * [[rental_weekday_only_for_one_week|Setting up Weekly Rental for Weekdays Only]] | * [[rental_weekday_only_for_one_week|Setting up Weekly Rental for Weekdays Only]] | ||
| * [[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 |
| * [[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]] | ||
| Line 1504: | Line 1538: | ||
| * [[rental_conflict|Rental Conflicts]] | * [[rental_conflict|Rental Conflicts]] | ||
| * [[rental_return|Rental Returns]] | * [[rental_return|Rental Returns]] | ||
| + | * [[training: | ||
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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]] | ||
| ===Rental Maintenance== | ===Rental Maintenance== | ||
| * [[rental_service_maintenance|Service Invoice Rental Maintenance]] | * [[rental_service_maintenance|Service Invoice Rental Maintenance]] | ||
| + | * [[training: | ||
| + | * [[training: | ||
| + | * Disable sell button [[https:// | ||
| ---- | ---- | ||
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| ====Sublet Labour== | ====Sublet Labour== | ||
| - | * [[automotive_Sublet_Labour|Sublet Labour]] | + | * [[training: |
| * [[training: | * [[training: | ||
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| - | + | ====== Health Billing ====== | |
| + | * [[Invoice Health Billing Enhancement]] | ||
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| * [[wecs_cust|E-Comm Edit Customer User Settings]] | * [[wecs_cust|E-Comm Edit Customer User Settings]] | ||
| * [[wecs_appearance|E-Comm Appearance]] | * [[wecs_appearance|E-Comm Appearance]] | ||
| + | * {{ : | ||
| ====== End of Day Procedures ===== | ====== End of Day Procedures ===== | ||
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| * [[training: | * [[training: | ||
| * [[https:// | * [[https:// | ||
| - | * [[eod_Terminal_num|Keeping Terminal number consistant]] | + | * [[: |
| - | * [[eod_balancing_terminal|Terminal for Balancing]] | + | |
| - | * [[eod_close_Terminal|Close by Terminal]] | + | |
| - | * [[eod_close_clerk|Close by Clerk]] | + | |
| - | * [[eod_close_Dept|Close by Department]] | + | |
| * [[eod_recall|Recall previous report]] | * [[eod_recall|Recall previous report]] | ||
| * [[eod_clear_checks|Verify checks entered]] | * [[eod_clear_checks|Verify checks entered]] | ||
| * [[eod_clear_credit_cards|Verify credit cards entered]] | * [[eod_clear_credit_cards|Verify credit cards entered]] | ||
| - | * [[eod_cash_count|Entering | + | * [[faq: |
| - | * [[eod_errors|Errors on Report]] | + | * [[employee: |
| - | * [[eod_correcting_errors_closed|Correcting Errors after report closed]] | + | |
| - | * [[eod_correcting_errors_open|Correcting Errors with terminal open]] | + | |
| ====== End of Month Procedures ===== | ====== End of Month Procedures ===== | ||
| - | * [[speedy:faq: | + | * [[faq: |
| * [[eom_Trial_bal|Trial Balance]] | * [[eom_Trial_bal|Trial Balance]] | ||
| * [[eom_Proof|What is Proof]] | * [[eom_Proof|What is Proof]] | ||
| * [[eom_integrity_checks|Integrity Checks]] | * [[eom_integrity_checks|Integrity Checks]] | ||
| - | * [[eom_Bal_inv|Stock Landed Value balance to ledger]] | + | * Balance Sheet [[https:// |
| - | * [[eom_bills|Warning on un-entered bills from suppliers]] | + | * Statement Report |
| - | * [[eom_BS|Balance Sheet]] | + | |
| - | * [[eom_IS|Income Statement]] | + | |
| * [[eom_Min_BM|Minimum book month]] | * [[eom_Min_BM|Minimum book month]] | ||
| - | * [[eom_AR_sub|AR Sub ledger report]] | + | * AR Sub ledger report |
| - | * [[eom_AP_sub|AP Sub ledger report]] | + | * AP Sub ledger report |
| * [[eom_bankrec_OS|Bankrec_OS_checks]] | * [[eom_bankrec_OS|Bankrec_OS_checks]] | ||
| * [[ledger_reconcile|Reconcile Cash Clearing]] | * [[ledger_reconcile|Reconcile Cash Clearing]] | ||
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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_landed_inventory|Printing Stock/Landed value on last day of year]] | + | * How to complete a year end https:// |
| - | * [[eoy_stock_count|Physical_Inv_count_settings]] | + | * [[eoy_stock_count|Physical Inventory Count]] {{ : |
| - | * [[eoy_stock_count_datacollector|Physical_Inv_count_datacollector]] | + | |
| * [[eoy_adj_serila_stock|Manual adjust serial stock YE]] | * [[eoy_adj_serila_stock|Manual adjust serial stock YE]] | ||
| - | * [[eoy_ledger_reports|Ledger | + | * [[training: |
| + | * [[training: | ||
| + | * [[: | ||
| * [[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: |
| * [[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:// | ||
| * [[http:// | * [[http:// | ||
| * [[INTRODUCTION USA]] | * [[INTRODUCTION USA]] | ||
| Line 1945: | Line 1974: | ||
| * [[videos: | * [[videos: | ||
| - | * [[Setup Hourly Wage Income item]] | + | * Setup Hourly Wage Income item [[https:// |
| * [[videos: | * [[videos: | ||
| - | * [[videos: | + | * [[videos: |
| - | * [[retained_vacpay_paid1111091743|Paying Retained Vacation Pay]] | + | * Vacation Days as an Accumulator |
| - | * [[videos: | + | |
| * [[videos: | * [[videos: | ||
| * [[Set up Banked time as an Accumulator]] | * [[Set up Banked time as an Accumulator]] | ||
| Line 2003: | Line 2031: | ||
| * [[Employee Other Tax Credits]] | * [[Employee Other Tax Credits]] | ||
| * [[videos: | * [[videos: | ||
| - | * [[videos: | ||
| * [[videos: | * [[videos: | ||
| Line 2064: | Line 2091: | ||
| ====== AUSTRALIA RULES ===== | ====== AUSTRALIA RULES ===== | ||
| - | * [[Tax Setup for Australia/ | + | * Tax Setup for Australia/ |
| * Pricing Options for GST Excluded & GST Included [[https:// | * Pricing Options for GST Excluded & GST Included [[https:// | ||
| - | * [[Tax Exempt & Non Taxable Customers]] | + | * Tax Exempt |
| * [[: | * [[: | ||
| - | * [[Accrual Based GST Setup & Reporting]] | + | * Tax Zone Report Australian |
| - | * [[GST/BAS Reporting and J/E Adjustments]] | + | * [[training: |
| - | * [[Understanding Tax Zone Reports]] | + | |
| - | * [[Auto | + | |
| * EFT setup for Accounts Payable [[https:// | * EFT setup for Accounts Payable [[https:// | ||
| * [[: | * [[: | ||
| - | * [[EFTPOS Terminal Setup for Quest]] | ||
| * [[bulk good sales DOC]] | * [[bulk good sales DOC]] | ||
| * [[Auto Create Bills while receiving a PO - DOC]] | * [[Auto Create Bills while receiving a PO - DOC]] | ||
| + | * [[: | ||
| + | * [[: | ||
| + | * Glossary of Wholesale [[https:// | ||
| Line 2085: | Line 2112: | ||
| * [[docs_Links|Link Specification]] | * [[docs_Links|Link Specification]] | ||
| * [[docs_Context_Map|Context Map]] | * [[docs_Context_Map|Context Map]] | ||
| - | * [[docs_Getting_Started|Getting Started]] | + | * [[https:// |
| - | + | ||
| - | * [[doc]] | + | |
training/outline.1594438836.txt.gz · Last modified: 2020/07/10 20:40 (4 years ago) by jbalasabas