Video Index

Explore our content index for:

  • In-depth Tutorials

  • Quick 'How To' videos

  • Interactive Walkthrough

Workflow Demonstration

Workflow with WMS

Workflow without WMS

Workflow with WMS (batch orders and backorders)

User Controls

Conventions: List | Documents | Actions

Lists

Making Space I Explorer I Bookmarking

Adding Trading Partners, Actions, and Inheritances

Search and Memorize

Enter Line Items and Adjust Columns

Shortcuts

Navigate Around the App

Add and Edit Trading Partners

Memorize Searches

Use Shortcuts

Make Space

Use the Explorer

Bookmark Documents

Perform an Advanced Search

Add Fields/Sections/Tabs

Configure Columns on a Document

Navigation, Lists, Actions

Company

Add Workers and Create Logins

Roles

Add a Worker with Login

Organizer

Memos - Events | Tasks | Reminders

Contacts

Email

Email Templates

Use Memos: Events, Tasks, Reminders

Use Email Templates

Sales

Customers

CRM Overview

Customer Master

Advanced Price Lists

Shipping Addresses

Add and Edit Trading Partners

CRM

Sales Quote

Customize Sales Quotes

Track the Status of Sales Quotes

Sales Order

Reprioritize Order Allocation

How to

Unallocate Stock from a Sales Order

Memorize and Organise Lists of Sales Orders

Create a Sales Invoice from a Sales Order

Configure Sales Orders

Sales Order 101

Capture Sales Order

Earliest Ship Date

Cash Sale

Cash Sale

Sales Invoice

Sales Invoice

Create Customer Payment from Sales Invoice

Create Sales Invoices from Sales Orders

Payments from Customers

Make a Deposit

Customer Credit Notes

Customer Credit Notes

Pay Bills with Credit Notes

Customer Refunds

Customer Refunds

Shipments

Shipping Addresses

Set up Shipping Carriers

Create Shipment

Purchasing

Suppliers

Set up Preferred Supplier

Add and Edit Trading Partners

Add a Preferred Supplier

Create a Supplier

Purchase Quote

Create a Purchase Quote

Create a Purchase Order from a Purchase Quote

Purchase Order

Purchase Order Automation

No WMS | Receive Stock

Receive Stock with WMS

Create a Purchase Order from a Purchase Quote

Create and Pay Bill from Purchase Order

Create Item Receipt from Purchase Order

Create a Purchase Order

Receive Stock from Purchase Order (No WMS)

Cash Purchase

Supplier Cash Purchase

Create a Supplier Cash Purchase

Item Receipt

Item Receipts

Config Item Receipts

Create Item Receipt from Purchase Order

Configure Item Receipts

Receive Stock from Purchase Order (No WMS)

Bill (Purchase Invoice)

Purchase Invoices (Bills)

Create and Pay Bill from Purchase Order

Pay Bills with Credit Notes

Payment to Supplier

Supplier Payments

Supplier Credit Note

Supplier Credit (Debit) Notes

Pay Bills with Credit Notes

Supplier Refund

Supplier Refunds

Purchase Order Generator

Purchase Order Generator by Order

Purchase Order Generator by Item

Order Management

Order Management Overview

Order Capture

Find and Bulk Approve Pending Orders

Stock Allocation

No WMS | Order Fulfillment

Volume Automation

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 Master

Kits and Assemblies Explained

Assemblies No WMS

Assemblies With WMS

Kits No WMS

Kits With WMS

Create a New Item

Set up Preferred Supplier

Ordered Item History

Build Assembly Items (without WMS)

Break Assembly Items (without WMS)

Items (the products you sell)

Create a simple Stock Item

Matrix Items

Units of Measure

Dropship

Dropship; Dropship Items, Sales Orders

Dropship; Purchase Orders, Shipments, Transactions Tab

Dropship; Invoicing

No WMS - Change Shipping Status on Dropship Order

Change Shipping Status on Dropship Item (no WMS)

Set Item to 'Dropshipped'

Dropship Order Workflow

Dropship Invoice Workflow

Price Lists

Advanced Price Lists

Inventory

Inventory Management Overview

Item Master

Stock Adjustment No WMS

Stock Adjustment with WMS

Kits and Assemblies explained

Assemblies No WMS

Assemblies With WMS

Kits No WMS

Kits With WMS

Stock Instance Tracking

Tracking and Tracing a Lot

Perform a Stock Adjustment without WMS

Accounting

Overview

Accounting Overview

Chart of Accounts

Set up Nominal Codes

Set up Parent (Control) Accounts

General Journals

Enter Journals

Reverse Journals

Memorize Journals

The Accounting system, COA, Currencies, and Configs

Accounting Periods

Accounting Periods: Overview

Accounting Periods: Configuration

Accounting Periods: Lists and Actions

Accounting Periods: On Documents

Accounting Periods: Reporting

Multicurrency

Add a Currency

Currencies on Reports

Currencies on Trading Partners and Documents

Fix Foreign Prices and Costs on Items

Currency Adjustments

Fix Foreign Prices

Banking

Bank Accounts

Petty Cash Accounts

Credit Card Accounts

One-off Payments and Enter Purchases

Checks

Bank Reconciliation

Memorized Transactions

Create a Bank Account

Enter Purchases and one-off payments

Memorize Transactions

Create Bank Account

Sales (Accounts Receivable)

Credit Control

Sales Invoice

Customer Payments

Cash Sale

Customer Statements

Customer Credit Notes

Customer Refunds

Payment Terms

Customer Prepayments

Create Customer Payment from Sales Invoice

Purchasing (Accounts Payable)

Purchase Invoices (Bills)

Item Receipts

Supplier Payments

Supplier Credit (Debit) Notes

Supplier Cash Purchase

Supplier Refunds

1099 Misc Tracking

Supplier Deposits and Prepayments

Warehouse Management System (WMS)

Overview and Setup

Workflow with WMS

WMS Overview

WMS Enabled - Explorer and SKU master is different

WMS Console Overview

Install the WMS

Add New Sites

Switch Between Sites in WMS Console

Use Stock Manager

Add the WMS

Configure Scanner Simulator

Tabs

Stock View

Goods In

Goods Out

Shipping

RMAs

Pallets

Kits and Assemblies

Receive Stock (Goods In)

Carry out the Shipping Vendor Workflow

Merge Shipments

Sort Shipments

Build Kit/Assembly Item (with WMS)

Stock Actions/Tracking

Stock Actions

Stock Action: Move

Stock Action: Adjust

Stock Action: Transfer

Stock Action: Load Pallet

Stock Count

History

Locations

Locations

Assign Items to a Location

Add Warehouse Users

Packing 101

Configure Column Views

Configure Filters

With WMS

Workflow with WMS

Workflow with WMS (batch orders and backorders)

Stock Adjustment with WMS

Assemblies With WMS

Kits With WMS

Receive Stock with WMS

Reporting

Standard Reports

Memorized Reports

Classifications

Customize Reports Using Filters

Find and Create Standard Reports

Memorize Reports

Shopping Carts

Shopify Cart Connect

Trade Acceleration Portal (TAP) 2.0

Introduction and Overview

TAP Overview for Administrators

TAP Overview for Sales Teams/Sales Reps

TAP Overview for Users

TAP 101

TAP Conventions

TAP Front End Tour

UX (User Experience)

Create Cart and Select Theme

Global Brand Style

Pages

Header

Update Logo on Header

Footer

Homepage

Update Categories on Homepage

Update Products on Homepage

Product Category Page

Product List/Grid View

Product Details Page

About Us Page

Contact Us Page

Privacy Policy Page

Terms and Conditions Page

Blocks

Group Start Block

Add/Remove Block from Group Start

Plain Text Block

Insert Video on Plain Text Block

Image Block

How to: Resize Images with Windows

How to: Resize Images with Mac

Hyperlink Block

Title Block

Menu Matrix Block

Update Products on Menu Matrix

Update Categories on Menu Matrix

Update TAP Pages on Menu Matrix

Update External Pages on Menu Matrix

Search Box Block

Login Popup Block

Customization of the TAP

TAP Users

TAP Overview for Users

Create New Users and Set Permissions

Product Catalog and Stock Availability

Order Entry

Orders, Invoices and Shipments

Pay Invoices with Credit Card and ACH

Payments and AR Balance

TAP Sales Reps

TAP Overview for Sales Reps

Create New Customers and Set Price Lists

Product Catalog and Stock Availability

Order Entry

Orders, Invoices and Shipments

Payments and AR Balance

TAP Sales Teams

TAP Overview for Sales Teams

Create New Customers and Set Price Lists

Product Catalog and Stock Availability

Order Entry

Orders, Invoices and Shipments

Pay Invoices with Credit Card and ACH

Payments and AR Balance

TAP Administration

TAP Overview for Administrators

Setup TAP User's Logins

Enable Payments on the TAP

Exclude Columns

Basic Configuration

Worker Configuration

Customer Configuration

Trade Acceleration Portal (TAP)

Trade Acceleration Portal Overview

TAP detailed walkthrough

File Manager

Create Orders and Quotes

Use Category Filter

File Manager

Add Logo

Hide Prices