Use the article links below to view information on what was reviewed in today's training sessions.
Inventory
- Create a New Product
- Batch Print Labels
- View Purchases of Items by Customer
- Add Attribute Options to SKU
- Apply Bulk Discounts
- Attach Vendor to Product
- Add Serials # to Product
- Add SKU to Product
- Set up Hourly Charge
- Set Up Inventory Tracking
- Transfer Categories
- Item # vs SKU vs Mfg #
- Foreign Currencies
- Set Pricing by Group
- SKU Attributes
- How to Complete a Cycle Count
- Product Notes
- Add a complaint to a product
- Discontinue vs Delete
Transfers
- Receive Items to Inventory from Transfer
- Request Inventory Transfer
- Send Products though Inventory Transfer
- View Requested Inventory Transfers
Vendors
- New Vendor
- Vendor Contacts
- Create Vendor Credit Limits
- View Vendor Correspondence
- Create a new Vendor Correspondence
- Edit Vendor Information
- Change Vendor Delivery Pricing
Reports
- Accounting
- Sales
- Invoicing
- Inventory
- Rentals
- Advanced Search
- Statistics
- Quotes Report
- Rental History
- Report Sales of Customer Group
- All Customers that have Bought a Product
- Sales Per Employee
- Comprehensive Sales Report
Projects
- How to set up Projects
- Creating a New Project
- Project Employees
- Adding Products and Services to a Project
- Schedule Project Hours
- How to approve hours worked on a project
- Where to view total hours for a project
- Invoice a Project
- What is a Project Task
- What is a project Ticket
- How to Add Followers or Follow a Ticket
- How to Add Documents to a Ticket
- How to Assign Tasks to a Ticket
- How To Add Comment to a Ticket
- How to View History of a Ticket
- How to View Details of a Ticket
- How to Update the Status of a Ticket
- How to Add Hours Worked to a Ticket
- How to Assign Tickets
- How to Print Tickets
- How to Re-Order Tickets
- Export Project Tickets To Excel
- How to Add Documents to a New Ticket
- How to Add a Comment to a New Ticket
- How to Create a New Ticket
- How to view all Project Tickets
MEHDApp
- App: How to Download MEHDapp
- App: How to Log In to MEHDapp
- App: Schedule
- App: Work Orders
- App: Inventory
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