Build Quote Line Items

Write off Invoices from Accounting > Accounts Receivable

1:48

Workflows for End User

Learn the basics for viewing and filtering workflows

2:43

Voucher Reimbursable Expense Claim Items

Expenses

Voucher Reimbursable Employee Expense Claim Items from Expense > Review Q tab Extended Menu

5:11

View Grid Data

Configure your grid and columns, view and filter your data set.

0:42

View AR Quick View, Reports, Live Data

View AR Quick View, Reports, Live Data

0:50

View AP Quick View, Reports, Live Data

View AP Quick View, Reports, Live Data

0:52

View Accounting Quick Views, Reports, Live Data

View Accounting Quick Views, Reports, Live Data

2:00

Update Opportunity Reminder

Set Sales Opportunity Reminder on the Opportunity

2:36

Update Activity Follow Up Date for Activity linked to Opportunity

Update Activity Follow Up date for Activity linked to Sales Opportunity

1:03

Time Bill From Project Task

Time bill against project task and sub-task

2:27

Time Bill from My Tasks

Users can start and stop their time bills from the My Tasks form. Time bill against a Project Task / Task Assignment, Service Call, Sales Opportunity.

1:45

Time Bill Against an Opportunity

Time billing accounts for time spent working on opportunities

1:04

Time Bill Against a Service Call

Time Bill Against a Service Call from Call Form...

3:04

Time Bill a Task from My Tasks

Time bill a project task from My Task List.

2:41

Tech Return of un-used Master

Tech Return of un-used Master for Technician Inventory obtained as a result of Branch Transfer, or Shipped "Release To Tech"

3:50

Setup Service Contract – Details, Line Items

Setup a Service Contract - Details and Line Items (before any invoicing is done)

3:32

Set Up Quote Authorization Rules

Setup rules for the Quote Process: Authorize a Quote

1:18

Set Asset as Missing, decreasing Quantity for “A” Type Master

Set Asset as Missing, decreasing Quantity for "A" Type Master

6:17

Search Records and Navigate Form

Search Records and Navigate Form - a navigation tour for a new user

4:13

Seach with Wildcards

Search with wildcards to refine results, e.g. "%", "_", /"...

1:51

Scrap Item from RMA TEST Q

RMA TEST Q: Scrap Item received as Customer RMA

2:04

Scrap Asset, decreasing Quantity for “A” Type Master

Scrap Available Inventory Asset, decreasing Quantity for "A" Type Master

2:27

Schedule a Task on the Resource Console

Drag and drop to schedule and assign a selected Task from the Resource Console. Result is a "Task Assignment" for a user for a given timeframe.

1:39

Schedule a Service Call from Call Form

Schedule Call from Call Form

2:40

Schedule a Project Task

Schedule a Project Task or Sub Task from Project > Task tab grid (in edit mode or Extended Menu) or Task form

5:21

Sales Forecast Quick View

View Sales Forecast of active Sales Opportunity in grid with helpful visual color indicators to manage opportunities and filter results (by salesrep, value, % probablity to close, expected close dates...) .

3:32

Review and Post Time Bills

Review and post time bills

2:52

Return to Vendor from RMA TEST Q

RMA TEST Q: Return to Vendor with no replacement for Item received as Customer RMA

2:33

Return to Customer from RMA TEST Q

RMA TEST Q: Return to Customer Item received as Customer RMA

3:18

Reminder Notification

4:10

Record Invoice Collection Activities

Record Invoice Collection Activities from Collection Q or from Customer > Activities tab

2:13

Receive Customer RMA Item in RMA Q

Receive Customer RMA Item in RMA Q

3:39

Receive a Purchase Order

Receive a Purchase Order ("PO")

2:21

Quote Sections Auto Split

Quote Line Item - Section: optional section line flag setting to automatically split a section, i.e. automatically repeat section row - with its subsequent child row(s) - if quantity is set to > 1

4:02

Quote Item Section Duplicate vs Copy

Quote Line Item - Section: Differentiate between 'Duplicate Section' (from Section panel 'Add') and 'Copy Section' feature (from Section panel 'Ext. Menu')

2:43

Project Task Grid Header Definitions

Review Project > Tasks: grid header definitions

2:20

Print Customer Statements

Print Customer Statements from Customer > Print icon; or Accounting > Accounts Receivable > Reports

0:37

Print a Quote

Print a Sales Quote Proposal

1:46

Print a Q360 Service Call Report

Print a Q360 Service Call Report from Call Form Printer icon; typically prints Work Requested, Performed, and section to capture customer signature.

1:41

Preview Service Call Billing Report

Preview Service Call Billing Report, of how Invoice would render - without the costs.

3:35

Post Project COGS and Revenue

Recognize all project costs and all the revenue earned to date

1:19

Post Employee Expense Claim Items

Expenses

Post Employee Expense Claim Items from Expense > Review Q tab Extended Menu

3:07

Perform a Physical Inventory Count

Perform a Physical Inventory Count

4:39

Perform a Bank Reconciliation

Perform a Bank Reconciliation

9:21

Navigate Q360

Explore Q360 Toolbar and Layout - a navigation tour for a new user

2:57

Move to Available Inventory from RMA TEST Q

RMA TEST Q: Move to Available Inventory Item received as Customer RMA

1:15

Monitor Balance on Block Amount Service Contract

Monitor balance and usage on a customer's Block Amount Service Contract

1:43

Modify a Permission Group

Modify existing permission groups.

3:04

Mark Project as Substantially Complete

Mark Project as substantially complete sets project Status and Install finish date...

4:20

Mark Funnel Steps Complete

Mark a funnel step complete when the work for a step is complete

1:25

Mark Call Complete

Review and mark Service Call Complete via Call Extended Menu

3:45

Manager Approve Employee Time Off Requests

Manager approve or deny employee's request for Time Off

3:02

Manage Equipment in the Material Grid

Manage and procure equipment for projects from the Material grid

3:57

Invoice Service Contracts

Invoice Service Contracts from Accounting > Service Contracts > Bill Service Contracts; or Service Contract Extended Menu

1:32

Invoice a Service Call

Invoice a Service Call

1:34

Interpret Inventory Levels in Master Form

Purchasing,

Interpret Inventory Levels in Master Form for "Q" or "A" Master type

1:16

Interpret Inventory Levels in Find Product Grid

Purchasing,

Interpret Inventory Levels in Find Product Grid for "Q" or "A" Master type

2:50

Initiate Return to Vendor for Inventory Stock, with Vendor replacement

Inventory Stock: Initiate Return to Vendor with Vendor replacement

2:17

Initiate Return to Vendor for Inventory Stock, no Vendor replacement

Inventory Stock: Initiate Return to Vendor with no Vendor replacement

3:00

Import or Update Master Inventory Price List

Purchasing

Import or Update Master Inventory Price List

3:15

HR Approve Employee Time Off Requests

HR,

HR approve or deny employee's request for Time Off, after Manager approval granted

1:39

Expire a Service Contract

Expire a Service Contract Manually

3:12

Employee Submit Time Off Request

Employee create and submit a Time Off request for Manager and HR approval

4:16

Employee Find, View Time Off Requests and Schedule

Employee find and view Time Off request status and their overall schedule

1:55

Edit a Problem Code

Edit Problem Code values that populate the Service Call "Problem" drop down list.

2:23

Edit a General Code

Edit General Code values that populate drop down lists.

1:38

Dispatch Calls from Dispatch Q

Dispatch Calls from Dispatch Q

1:29

Dispatch a Call from Call Form

Dispatch a Call from Call Form

2:11

Differentiate between Asset Status and Inventory Levels

Purchasing,

Differentiate between Asset Status and impact on Inventory Levels for "A" Master types

1:41

Define Employee Work Week

Define Employee's typical work week - days and hours

4:23

Define Employee Allocation

Define Employee's allowed days for specific schedule type over a defined date range

5:00

Define a User’s Permissions

Configure User's permissions using two methods; via user groups and individual permissions.

4:55

Define a User’s CompanyNo(s), Branch(es), Job Role(s)

Define a user's branch, company or job role.

1:02

Create Schedule of Values (SOV)

Create a Project Schedule of Values ("SOV"), a pre-requisite to subsequent step to invoice a Project SOV

7:25

Create Quote Item Section

Create Quote Item with Section(s) and Subsection(s) to organize line items

1:04

Create Product/System Manually

Service,

Create a Customer Product/System manually

2:12

Create Product/System from a Project

Projects,

Create Product/System from a Project, e.g. at time of project substantial completion; Service Contracts can then be based on the product/system.

1:36

Create PO from Vendor Form

Purchasing

Create Purchase Order ("PO") for fulfilling Inventory Stock from Vendor Form

3:06

Create Internal Change Order (ICO) from Project Orders tab

Create internal change request (ICO) to project orders such as substitutions, additions, or removals from Project > Orders tab.

1:59

Create Internal Change Order (ICO) from Project Material tab

Create internal change request (ICO) to project orders such as substitutions, additions, or removals from Project > Material tab.

4:09

Create HR Reservation

Create an HR Reservation for an employee via Resource Console

2:56

Create Employee’s linked Userid and Contact

Create Employee's linked Userid and Contact via Employee record

3:53

Create Employee Schedule from Employee Record

Create an employee schedule for an individual employee via HR > Employee record > Schedule tab

2:45

Create Employee Schedule

Create Employee Schedule via HR > Create Company Employee Schedule (for one or multiple employees)

3:36

Create Customer Change Order (CCO) from Project Orders tab

Create customer requested change request (CCO) to project orders such as substitutions, additions, or removals from Project > Orders tab.

2:18

Create Customer Change Order (CCO) from Project Material tab

Create customer requested change request (CCO) to project orders such as substitutions, additions, or removals from Project > Material tab.

2:54

Create Closing Entry for Projects

Create a project closing GL journal and ensure there are no outstanding records

2:29

Create and Submit Expenses

Expenses

Create and Submit Employee Expenses from File > Expenses > My Expenses

2:39

Create and Process a Quote

Create a basic quote from a Sales Opportunity and process through first steps of sales workflow.

9:12

Create and Add a Quick List to a Quote

2:19

Create an Internal Change Order (ICO) – addition only

2:27

Create an Internal Admin Project

3:46

Create an Employee

Create an Employee, by converting a candidate, or create new employee record

1:45

Create a Vendor Credit from RMA TEST Q

RMA TEST Q: Create a Vendor Credit for Item received as Customer RMA

1:27

Create a Site

Track customer site specific details such as contacts, sales, service, projects, and accounting

3:44

Create a Service Contract from Customer Site

Create a Service Contract manually from Customer Site record

5:02

Create a Service Contract From a Sales Order

Create a Service Contract From a Sales Order (converted from a Sales Opportunity with specified Recurring Monthly Revenue "RMR" value > Quote)

3:05

Create a Service Contract from a Project

Projects,

Create a Service Contract from a Project ("Create a Warranty Service Contract")

2:05

Create a Service Call Event

Create a Service Call Event

5:37

Create a Service Call

Create a service call from either the Site, Product or Received Email Q

2:31

Create a Sales Opportunity

Track opportunities and gain insight into related sales activities as it progresses through a sales funnel

1:50

Create a Recurring Service Call

Create a Recurring Service Call - template to be used for system to auto-create Calls at regular intervals

2:01

Create a Quote for a Service Call

Create a Quote for a Service Call to seek Customer approval before proceeding with work.

3:30

Create a Project Task

Create tasks for project member to complete

4:15

Create a Project Sub-Task

Create project sub tasks from various locations in the system

2:25

Create a Project Invoice Task

Create a project task to invoice your project.

1:31

Create a Project Event

Create an event on Project and Task records to provide useful information

7:57

Create a Project

Create a project - 4 different ways: from Quote>Order>select Project Template; from Customer>Projects tab; from Project "copy" this project; from Project menu>Template List.

3:33

Create a Permission Group

Create a Permission Group.

5:20

Create a Master Part Number

Create a Master Part Number for tangible or intangible items that can be sold and/or purchased

2:00

Create a Manual Invoice

Create an Invoice from a Customer > Invoices tab

2:35

Create a Customer Change Order (CCO) Quote – addition only

2:55

Create a Contact

Create and link contacts to customers, sites and other areas

3:00

Create a Company