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Short Videos

Short Videos

Owned by Ellie Townsend
Last updated: Oct 17, 2024
2 min read

The below videos go through a range of areas within the system, these a short clips on how to navigate through specific areas.

Purchasing

Editing Goods in

Purchasing - Purchase order.mp4

Purchase Order Entry

Purchasing - Purchase order.mp4

Purchase Revision Process

Purchasing - Revision process.mp4

Sales

Sales Order Entry - Light UI

Sales order entry - Light UI.gif

Customer focus and cash collection

Sales - Customer focus and cash collection.mp4

Upfront invoice before sales order completion

Sales - Upfront invoice before edit of sales order.mp4

CRM

Opening Opportunity

CRM - Opening opportunity.mp4

Quote to order

CRM - Quote to order.mp4

Engineering

CAD import

Engineering - CAD import.mp4

Duplicating and importing structures

Tool Calibration

Engineering - Tool calibration.mp4

Production

Campaign and time entry

Reallocate resource groups

Production - Reallocate resource group.mp4

Standard time entry (Configurator)

Production - Standard time entry (configurator).mp4

 

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