Define a User&#8217;s CompanyNo(s), Branch(es), Job Role(s)

Write off Invoices from Accounting > Accounts Receivable

1:48

Workflows for End User

Learn the basics for viewing and filtering workflows

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

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)

10:32

Setup multi-currency and FX

Accounting,

Setup multi-currency and foreign exchange ("FX") rates, accounts, configdata...

4:21

Setup External Users to Access Customer Portal

Service,

Setup External Users to Access Customer Portal and what they can see and do once logged in

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

5:03

Search Records and Navigate Form

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

4:12

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

Accounting,

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

2:45

Resolve a Record Lock

Address record locking issues.

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")

2:43

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.

3:07

Perform a Physical Inventory Count

Perform a Physical Inventory Count

7:29

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.

4:20

Mark Funnel Steps Complete

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

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

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

5:00

Define a User’s Permissions

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

2:47

Customize Live Data View and Report

Customize Live Data Views and associated Live Data Reports in core portions of Q360 using customizable data source administration options.

Customize Grid

Customize Core Grid

Customize columns in core portions of Q360 using options on the new “Grid Columns” tab and the enhanced “Related Tables”/”Grid View Columns” tabs.

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

1:04

Create Product/System Manually

Service,

Create a Customer Product/System manually

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.

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.

2:29

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

2:27

Create an Internal Admin Project

3:46

Create an Employee

HR

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

6:05

Create an Email Alert Template

Setup the alert conditions for an email notification along with the template details

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

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

2:55

Create a Contact

Create and link contacts to customers, sites and other areas

3:00

Create a Company