training:outline
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training:outline [2020/07/13 20:01 (4 years ago)] – 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]] | ||
- | * Windward System Five Overview | + | * [[https:// |
* [[audit_trail_general_overview|Overview of Audit Trails]] | * [[audit_trail_general_overview|Overview of Audit Trails]] | ||
* [[training: | * [[training: | ||
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* [[Inventory Data Load V6050]] | * [[Inventory Data Load V6050]] | ||
* [[Update_Inventory|Update Inventory Quantities V6050]] | * [[Update_Inventory|Update Inventory Quantities V6050]] | ||
+ | * [[: | ||
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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]] |
- | * [[: | + | * [[: |
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* [[customer_units|Vehicle/ | * [[customer_units|Vehicle/ | ||
* [[customer_lookupwords|Lookup Words]] | * [[customer_lookupwords|Lookup Words]] | ||
+ | * {{ : | ||
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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: | ||
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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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* {{ : | * {{ : | ||
* [[employee: | * [[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:// | ||
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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]] | ||
- | |||
- | --- | ||
- | === Modifiers === | ||
- | |||
- | ---- | ||
- | |||
- | === Shipment === | ||
- | |||
- | ---- | ||
==== 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]] | ||
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* [[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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====== 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]] | ||
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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]] | + | |
+ | | ||
* [[eoy_adj_serila_stock|Manual adjust serial stock YE]] | * [[eoy_adj_serila_stock|Manual adjust serial stock YE]] | ||
* [[training: | * [[training: | ||
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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: |
* [[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]] | ||
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* [[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]] | ||
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* [[Employee Other Tax Credits]] | * [[Employee Other Tax Credits]] | ||
* [[videos: | * [[videos: | ||
- | * [[videos: | ||
* [[videos: | * [[videos: | ||
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====== 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:// | ||
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* [[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.1594695663.txt.gz · Last modified: 2020/07/13 20:01 (4 years ago) by jbalasabas