Video Index
In-depth Tutorials
Quick 'How To' videos
Interactive Walkthrough
Workflow Demonstration
Workflow with WMS (batch orders and backorders)
User Controls
Conventions: List | Documents | Actions
Making Space I Explorer I Bookmarking
Adding Trading Partners, Actions, and Inheritances
Enter Line Items and Adjust Columns
Configure Columns on a Document
Company
Organizer
Memos - Events | Tasks | Reminders
Use Memos: Events, Tasks, Reminders
Sales
Customers
Sales Quote
Track the Status of Sales Quotes
Sales Order
How to
Unallocate Stock from a Sales Order
Memorize and Organise Lists of Sales Orders
Create a Sales Invoice from a Sales Order
Cash Sale
Sales Invoice
Create Customer Payment from Sales Invoice
Create Sales Invoices from Sales Orders
Payments from Customers
Customer Credit Notes
Customer Refunds
Shipments
Purchasing
Suppliers
Purchase Quote
Create a Purchase Order from a Purchase Quote
Purchase Order
Create a Purchase Order from a Purchase Quote
Create and Pay Bill from Purchase Order
Create Item Receipt from Purchase Order
Receive Stock from Purchase Order (No WMS)
Cash Purchase
Create a Supplier Cash Purchase
Item Receipt
Create Item Receipt from Purchase Order
Receive Stock from Purchase Order (No WMS)
Bill (Purchase Invoice)
Create and Pay Bill from Purchase Order
Payment to Supplier
Supplier Credit Note
Supplier Refund
Purchase Order Generator
Purchase Order Generator by Order
Purchase Order Generator by Item
Order Management
Find and Bulk Approve Pending Orders
Volume Automation
Volume Operations Part 1 - Create Order Batch
Volume Operations Part 2 - Purchase Order Generator
Volume Operations Part 3 - Organize Order Queues
Volume Operations Part 4 - Allocate, Ship and Invoice Orders (no WMS)
Products/Services
Items
Item Categories and Subcategories
Build Assembly Items (without WMS)
Break Assembly Items (without WMS)
Dropship
Dropship; Dropship Items, Sales Orders
Dropship; Purchase Orders, Shipments, Transactions Tab
No WMS - Change Shipping Status on Dropship Order
Change Shipping Status on Dropship Item (no WMS)
Price Lists
Inventory
Perform a Stock Adjustment without WMS
Accounting
Overview
Set up Parent (Control) Accounts
The Accounting system, COA, Currencies, and Configs
Accounting Periods
Accounting Periods: Configuration
Accounting Periods: Lists and Actions
Accounting Periods: On Documents
Multicurrency
Currencies on Trading Partners and Documents
Fix Foreign Prices and Costs on Items
Banking
One-off Payments and Enter Purchases
Enter Purchases and one-off payments
Sales (Accounts Receivable)
Create Customer Payment from Sales Invoice
Purchasing (Accounts Payable)
Supplier Deposits and Prepayments
Warehouse Management System (WMS)
Overview and Setup
WMS Enabled - Explorer and SKU master is different
Switch Between Sites in WMS Console
Tabs
Carry out the Shipping Vendor Workflow
Build Kit/Assembly Item (with WMS)
Stock Actions/Tracking
Locations
With WMS
Workflow with WMS (batch orders and backorders)
Reporting
Customize Reports Using Filters
Find and Create Standard Reports
Shopping Carts
Trade Acceleration Portal (TAP) 2.0
Introduction and Overview
TAP Overview for Administrators
TAP Overview for Sales Teams/Sales Reps
UX (User Experience)
Pages
Blocks
Add/Remove Block from Group Start
Insert Video on Plain Text Block
How to: Resize Images with Windows
How to: Resize Images with Mac
Update Products on Menu Matrix
Update Categories on Menu Matrix
Update TAP Pages on Menu Matrix
Update External Pages on Menu Matrix
TAP Users
Create New Users and Set Permissions
Product Catalog and Stock Availability
Orders, Invoices and Shipments
Pay Invoices with Credit Card and ACH
TAP Sales Reps
Create New Customers and Set Price Lists
Product Catalog and Stock Availability
Orders, Invoices and Shipments
TAP Sales Teams
Create New Customers and Set Price Lists
Product Catalog and Stock Availability
Orders, Invoices and Shipments
Pay Invoices with Credit Card and ACH
TAP Administration
TAP Overview for Administrators
Trade Acceleration Portal (TAP)
Trade Acceleration Portal Overview
Customization
Setup and Enable Payment Processors
Customize Part 1 - Adding Fields
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