How to Videos

• Video - Graphical Order Entry Overview
• Yearend Process for MonthEnd and General Ledger

Accounts Payable

• Accounts Payable Entry
• Accounts Payable Month Year End Procedures
• Accounts Payable Recurring Entries
• AP Check Run Process
• Balancing AP to GL
• How to Delete a Vendor
• Vendor Listing
• Vendor Master Template Set Up

Sales Orders

• Change Salesperson on Sales Order
• Create PO in Sales Orders
• Customer Usage Report
• Dot Jump Codes with in Master Files
• Free Types Explainations
• Graphical Order Entry Credit Entry (Review Simple Order First)
• Graphical Order Entry Edit, View, Verify
• Graphical Order Entry Inquiry Screen
• Graphical Order Entry Quotes (review simple order first)
• Graphical Order Entry Simple Order

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Purchasing

• Create PO in Sales Orders
• Dot Jump Codes with in Master Files
• Process for AQB (Auto Quick Buy) - Creates PO's for Sales Orders
• Processing a PO Shortage in Graphical
• Purchase Order Entry
• Purchase Order Receiving

Accounts Receivable

• Cash Receipts Entry
• Cash Receipts Report - Posted on a Given Date
• Credit Tracking
• Dot Jump Codes with in Master Files
• Finance charges
• Mass Change Salesman Graphical
• Paying Back Credits to Customer by Cheque

Day End Process

• Manual Day End Procedures

Year End Process

• Accounts Payable Monthend-Yearend Procedures
• Accounts Receivable, Inventory & SA Yearend
• General Ledger Year End
• Payroll Period End Reports
• Physical Inventory Procedures

Month End Process

• Inventory Month End Process
• Payroll Period End Reports

Inventory

• Alias Set Up for Inventory
• Average Cost Calculated
• Batch Item Numbers Change
• Delete Inventory by Product Category
• Deleting masters
• Dot Jump Codes with in Master Files
• How to find Duplicate Items
• Internal Usage Inventory
• Inventory Adjustments
• Inventory Balancing to G/L.

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AQB - EDI Process

• Auto Quick Buy Power Point
• Process for AQB (Auto Quick Buy) - Creates PO's for Sales Orders

Printers

• Printer Options and Meanings
• Reports to Printer "5" (PDF)

Hardware

• PDFCreator
• Putty Settings
• Webmin Guide

FAQ How to Do ?

• Customer Shiptos/invoice History not importing
• Customer Usage Report
• GL Codes Set Up
• How to Add Favorites
• How to assign Discount to Customer
• How to create a report on what customers haven't purchased
• How to Delete a Vendor
• How to Determine Fax or Email Customer
• How to find Duplicate Items

Payroll

• How to do a US Payroll run
• Payroll Period End Reports
• Payroll Tax Tables for 2017
• Void Payroll Check

Customer & Statements

• Create Customer
• Create Customer Number
• Creating Customers PowerPoint
• Credit Returns
• Customer Balance Powerpoint
• Customer Usage
• Delete Customer PowerPoint
• Delete Sub Account PowerPoint
• Dot Jump Codes with in Master Files
• Editing Tax Codes and Tax Jurisdictions

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Website

• Adding a Custom Product
• Adding Featured Products to the Website in the Admin Panel
• Banners
• Branch Locations for SP RICHARDS on WEBSITE
• Casual Guest Shopper
• Coupons on Website
• Create Favorites and Global Favorites
• Creating a page or Linking a page/website
• Creating a Sales Person
• Creating Merchandising Rule

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Reports

• ODBC: Navigating the SSI Database
• Report Codes
• Report Writer
• Reports to Printer "5" (PDF)

Sales Analysis and Commissions

• Creating New Clerk or Salesman Master
• How to Delete or Edit Clerk Numbers
• Sales Analysis and Commissions

HP Compliance Guidelines

• HP Amplify and Share Reporting
• HP Map Pricing
• HP Web Compliance Assistance
• HP Webinar Recorded Video
• Managing HP Products Webinar