Setup

Startup Wizard/Startup Guide
Our Startup Wizard is a integral part of new system implementation.  The Startup Wizard provides a structured, step by step approach leading to a clean syst...
Sun, 22 Oct, 2017 at 12:01 PM
Video - Email Setup
Video - Email Setup Segments Introduction Admin Setup User Setup Using Email in DBA
Wed, 1 Nov, 2017 at 9:34 AM
Video - Tax Setup
Video - Tax Setup Segments Tax Setup Overview Tax Authorities Tax Codes Tax Defaults Tax Group Matrix Stock Item Settings Descriptor T...
Wed, 20 Sep, 2017 at 9:08 AM
Videos - Inventory Setup
Videos - Inventory Setup Video - Inventory Locations Setup Segments Introduction Location Entry Bin-Rack-Shelf Locations ASSIGN Location FI...
Wed, 20 Sep, 2017 at 4:33 PM
Video - Descriptors Setup
Video - Descriptors Setup Segments Introduction How Many Descriptors Item Categories Descriptor Entry Avoid Dual Purposes Credit Memos Sales Cha...
Wed, 8 Mar, 2023 at 10:45 AM
Video - Supplier Setup
Video - Supplier Setup Segments Supplier Types Contact Types Supplier Regions  Supplier Terms Supplier Tax New Supplier Entry Forms GL ...
Wed, 20 Sep, 2017 at 9:17 AM
Video - Purchasing Setup
Video - Purchasing Setup Segments Introduction Decimal Places Item Specifications and Part Numbering Item Suppliers and Purchasing UM Item Ma...
Wed, 20 Sep, 2017 at 4:37 PM
Videos - Bill of Manufacturing Setup
Videos - Bill of Manufacturing Setup Video - Work Center Setup Segments Introduction Why Use?  Work Center Creation Machines Subcontractors...
Wed, 20 Sep, 2017 at 4:39 PM
Video - Customer Setup
Video - Customer Setup Segments Customer Types Customer Tax Customer Contact Type Sales Regions Sales Rep and Commission Codes Lead Sources...
Wed, 20 Sep, 2017 at 4:43 PM
Video - Pricing and Discounts Setup
Pricing and Discounts Setup Video - Base Prices Segments Purpose of Base Prices Base Price Entry Quantity Price Breaks Mass Price Change Gr...
Wed, 20 Sep, 2017 at 4:43 PM