Short Videos - Revision history

DavidG: Added more loom videos

2024-11-27T14:28:19Z

Added more loom videos

DavidG: Added additional instructional videos - Loom

2024-11-27T14:00:42Z

Added additional instructional videos - Loom

DavidG: Fixed video player on all videos

2024-01-04T19:21:52Z

Fixed video player on all videos

Marks at 17:37, 27 April 2015

2015-04-27T17:37:19Z

Marks at 17:36, 27 April 2015

2015-04-27T17:36:41Z

Marks at 17:34, 27 April 2015

2015-04-27T17:34:43Z

Marks at 17:33, 27 April 2015

2015-04-27T17:33:51Z

Marks at 17:33, 27 April 2015

2015-04-27T17:33:01Z

Amy at 23:54, 12 December 2014

2014-12-12T23:54:16Z

Amy at 23:08, 12 December 2014

2014-12-12T23:08:55Z

@@ Line 1: / Line 1: @@
 == Creating User Activities ==
 https://www.loom.com/share/d25199eaa85c437db93c4d46df315b0d?sid=6ec6b168-96fc-4c5b-b7a4-28f718168037
 <br>
 == How to copy a standard report ==

← Older revision		Revision as of 14:00, 27 November 2024
Line 1:		Line 1:
		+	== Creating User Activities ==
		+	https://www.loom.com/share/d25199eaa85c437db93c4d46df315b0d?sid=6ec6b168-96fc-4c5b-b7a4-28f718168037
		+	<br>
		+
	== How to copy a standard report ==		== How to copy a standard report ==
	{{#ev:youtube\| uUNP5VqN2X8 }}		{{#ev:youtube\| uUNP5VqN2X8 }}

@@ Line 1: / Line 1: @@
 == How to copy a standard report ==
-<videoflash>uUNP5VqN2X8</videoflash>
+{{#ev:youtube| uUNP5VqN2X8 }}
 <br>
 == How to remove a report from the Print/Email menu ==
-<videoflash>UlhcWT_hl78</videoflash>
+{{#ev:youtube| UlhcWT_hl78 }}
 <br>
 == Basic report formatting in Report Designer ==
 (example is on an invoice report)<br>
-<videoflash>A4WDCZNDY48</videoflash>
+{{#ev:youtube| A4WDCZNDY48 }}
 <br>
 == Troubleshooting why orders aren't showing on dispatch calendar ==
-<videoflash>smLzkuMvJcA</videoflash>
+{{#ev:youtube| smLzkuMvJcA }}
 <br>
 == Customizing Search View Basics ==
-<videoflash>O5gbnenlsaw</videoflash>
+{{#ev:youtube| O5gbnenlsaw }}
 <br>
 == Intro to Combined Invoice ==
-<videoflash>kLvSfikaTd4</videoflash>
+{{#ev:youtube| kLvSfikaTd4 }}
 <br>
 == Intro to Partial Invoice ==
-<videoflash>PoiJmQfSVHI</videoflash>
+{{#ev:youtube| PoiJmQfSVHI }}
 <br>
 == What is a JIT Count? ==
-<videoflash>FAZIi7C9CZA</videoflash>
+{{#ev:youtube| FAZIi7C9CZA }}
 <br>
 == How stock is depleted ==
-<videoflash>8VQyV5tQTvQ</videoflash>
+{{#ev:youtube| 8VQyV5tQTvQ }}
 <br>
 == Intro to Vendor Items ==
-<videoflash>eizmr30xiHg</videoflash>
+{{#ev:youtube| eizmr30xiHg }}
 <br>
@@ Line 44: / Line 44: @@
 <br>- reducing qty in SME using reconciliation does not reduce inventory quantity in QB. You will need to adjust qty in QuickBooks as well.
 <br>- reducing qty in SME using reconciliation doesn't send a GL Entry to QuickBooks.
-<br><videoflash>vCH19lxZFAo</videoflash>
+{{#ev:youtube| vCH19lxZFAo }}
 <br>
 == Intro to returning equipment from a customer back to inventory ==
-<videoflash>plPq-1MCGnc</videoflash>
+{{#ev:youtube| plPq-1MCGnc }}
 <br>
 == Intro to returning stock from inventory to vendor ==
 - You can only return available stock to a vendor. Stock that is reserved you cannot return to a vendor. First remove it from the order it is reserved on, then it will become available and you can add it to a vendor return.
-<br><videoflash>qAwPUVhuEWo</videoflash>
+{{#ev:youtube| qAwPUVhuEWo }}
 <br>
 == Creating a PO from a Service Order ==
-<videoflash>aY2kL9vQRCU</videoflash>
+{{#ev:youtube| aY2kL9vQRCU }}
 <br>
 == Purchase Orders - Linking items from multiple service orders to one PO ==
-<videoflash>mUiamTbT3EM</videoflash>
+{{#ev:youtube| mUiamTbT3EM }}
 <br>
 == Intro to setting up and using warehouses ==
-<videoflash>HAc4LfTbCtE</videoflash>
+{{#ev:youtube| HAc4LfTbCtE }}
 <br>
 == Mobile Tech Preference Group Options ==
-<videoflash>_6-DmMgRyps</videoflash>
+{{#ev:youtube| _6-DmMgRyps }}
 <br>
 == Using Price Books to charge special prices for specific service items ==
-<videoflash>VbLweiuPRL8</videoflash>
+{{#ev:youtube| VbLweiuPRL8 }}
 <br>
 == Using Price Books to markup all inventory by percentage, but not service items ==
-<videoflash>50kCn6gewn8</videoflash>
+{{#ev:youtube| 50kCn6gewn8 }}
 <br>

@@ Line 51: / Line 51: @@
 <br>
- == Intro to returning stock from inventory to vendor ==
+== Intro to returning stock from inventory to vendor ==
 - You can only return available stock to a vendor. Stock that is reserved you cannot return to a vendor. First remove it from the order it is reserved on, then it will become available and you can add it to a vendor return.
 <br><videoflash>qAwPUVhuEWo</videoflash>
 <br>
- == Creating a PO from a Service Order ==
+== Creating a PO from a Service Order ==
 <videoflash>aY2kL9vQRCU</videoflash>
 <br>
- == Purchase Orders - Linking items from multiple service orders to one PO ==
+== Purchase Orders - Linking items from multiple service orders to one PO ==
 <videoflash>mUiamTbT3EM</videoflash>
 <br>
- == Intro to setting up and using warehouses ==
+== Intro to setting up and using warehouses ==
 <videoflash>HAc4LfTbCtE</videoflash>
 <br>
- == Mobile Tech Preference Group Options ==
+== Mobile Tech Preference Group Options ==
 <videoflash>_6-DmMgRyps</videoflash>
 <br>
- == Using Price Books to charge special prices for specific service items ==
+== Using Price Books to charge special prices for specific service items ==
 <videoflash>VbLweiuPRL8</videoflash>
 <br>
- == Using Price Books to markup all inventory by percentage, but not service items ==
+== Using Price Books to markup all inventory by percentage, but not service items ==
 <videoflash>50kCn6gewn8</videoflash>
 <br>

@@ Line 21: / Line 21: @@
 <br>
-<br>Intro to Combined Invoice<br>
+== Intro to Combined Invoice ==
 <videoflash>kLvSfikaTd4</videoflash>
 <br>
-<br>Intro to Partial Invoice<br>
+== Intro to Partial Invoice ==
 <videoflash>PoiJmQfSVHI</videoflash>
 <br>
-<br>What is a JIT Count?<br>
+== What is a JIT Count? ==
 <videoflash>FAZIi7C9CZA</videoflash>
 <br>
-<br>How stock is depleted<br>
+== How stock is depleted ==
 <videoflash>8VQyV5tQTvQ</videoflash>
 <br>
-<br>Intro to Vendor Items<br>
+== Intro to Vendor Items ==
 <videoflash>eizmr30xiHg</videoflash>
 <br>
-<br>How to reduce inventory quantity using the reconciliation tool
+== How to reduce inventory quantity using the reconciliation tool ==
 <br>- reducing qty in SME using reconciliation does not reduce inventory quantity in QB. You will need to adjust qty in QuickBooks as well.
 <br>- reducing qty in SME using reconciliation doesn't send a GL Entry to QuickBooks.
@@ Line 47: / Line 47: @@
 <br>
-<br>Intro to returning equipment from a customer back to inventory<br>
+== Intro to returning equipment from a customer back to inventory ==
 <videoflash>plPq-1MCGnc</videoflash>
 <br>
-<br>Intro to returning stock from inventory to vendor<br>
+ == Intro to returning stock from inventory to vendor ==
 - You can only return available stock to a vendor. Stock that is reserved you cannot return to a vendor. First remove it from the order it is reserved on, then it will become available and you can add it to a vendor return.
 <br><videoflash>qAwPUVhuEWo</videoflash>
 <br>
-<br>Creating a PO from a Service Order<br>
+ == Creating a PO from a Service Order ==
 <videoflash>aY2kL9vQRCU</videoflash>
 <br>
-<br>Purchase Orders - Linking items from multiple service orders to one PO<br>
+ == Purchase Orders - Linking items from multiple service orders to one PO ==
 <videoflash>mUiamTbT3EM</videoflash>
 <br>
-<br>Intro to setting up and using warehouses<br>
+ == Intro to setting up and using warehouses ==
 <videoflash>HAc4LfTbCtE</videoflash>
 <br>
-<br>Mobile Tech Preference Group Options<br>
+ == Mobile Tech Preference Group Options ==
 <videoflash>_6-DmMgRyps</videoflash>
 <br>
-<br>Using Price Books to charge special prices for specific service items<br>
+ == Using Price Books to charge special prices for specific service items ==
 <videoflash>VbLweiuPRL8</videoflash>
 <br>
-<br>Using Price Books to markup all inventory by percentage, but not service items<br>
+ == Using Price Books to markup all inventory by percentage, but not service items ==
 <videoflash>50kCn6gewn8</videoflash>
 <br>

@@ Line 1: / Line 1: @@
-How to copy a standard report<br>
+== How to copy a standard report == <br>
 <videoflash>uUNP5VqN2X8</videoflash>
 <br>
-<br>How to remove a report from the Print/Email menu<br>
+== How to remove a report from the Print/Email menu == <br>
 <videoflash>UlhcWT_hl78</videoflash>
 <br>
-<br>Basic report formatting in Report Designer (example is on an invoice report)<br>
+<br>
 <videoflash>A4WDCZNDY48</videoflash>
 <br>