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Video Description

Duration

Cores

Billing out parts with Cores on Work Orders

2 min

 

Buying/Receiving Parts with Cores

5 min

 

De-linking Cores from parts

1 min

 

Returning Cores to Suppliers

3 min

 

Setting up parts with Core Charges

2 min


 

 

Video Description

Duration

Equipment

Correcting Equipment Readings

3 min

 

Deactivating/Reactivating Equipment

3 min

 

Entering Equipment Readings

2 min

 

Equipment Report

3 min

 

Installing a new meter on Equipment

3 min

 

Transferring Equipment from One Owner to Another Owner

2 min

 

Setting Up Equipment

5 min

 


 

 

Video Description

 

Duration

PM Schedules

Maintenance Schedule Groups

(Step 1)

2 min

 

Setting up VMRS Codes

(Step 2)

1 min

 

Creating Maintenance Schedule

(Step 3)

7 min

 

Applying Schedule Group to Equipment

(Step 4)

1 min

 

Entering External Maintenance Dates

(Step 5)

7 min

 

Maintenance Due Report

(Step 6)

8 min

 


 

 

Video Description

Duration

PO’s & Receiving

Setting Up Suppliers

1 min

 

Parts Reordering - based on usage

4 min

 

Parts Reordering - using min/max levels

5 min

 

Parts Re-ordering - using Auto Replenish

8 min

 

Creating a Manual Purchase Order

3 min

 

Purchase History and Invoice History lookup

4 min

 

Purchasing Reports

3 min

 

Receiving Parts from a packing slip - when using Purchase Orders

4 min

 

Receiving Parts using Purchase Orders

8 min

 

Receiving parts with a packing slip - when using Quick Receiving

5 min

 

Receiving Parts Using Quick Receiving

7 min

 

Setting min/max levels on your parts

3 min

 


 

 

Video Description

Duration

Parts

Adding/Editing Product Groups

1 min

 

Parts Maintenance

5 min

 

Setting up Parts

9 min


 

 

Video Description

Duration

Parts
Inventory

Doing a Physical Count created manually

11 min

 

Doing a Physical Count with generated Count Sheets

10 min

 

Doing an Inventory Adjustment

3 min

 

Inventory Adjustment Report

1 min

 

Inventory Inquiry

2 min

 

Inventory Parts List Report

2 min

 

Physical Count Reports

3 min

 


 

 

Video Description

Duration

Parts
Pricing

Cost Basis - What Cost do I markup my parts from

6 min

 

Parts Promotional Pricing

2 min

 

Setting Parts Markup

8 min

 

Standard Cost Management

4 min

 


 

 

Video Description

Duration

Warranty

Creating Warranty Schedules

5 min

 

Creating Warranty Claims to Suppliers

6 min

 


 

 

Video Description

Duration

Work Orders

Adding/Editing VMRS Codes

3 min

 

After the Fact Work Orders

7 min

 

Creating Work Orders without Invoice

10 min

 

Deferring Jobs from the Work Order

1 min

 

Entering Deferred Work

3 min

 

Importing Deferred Work to the Work Order

1 min

 

Setting up Mechanics

1 min

 

Setting up Shop Supply Charges

4 min

 

Setting up Work Order Surcharges

3 min

 

Sublet Work Orders

2 min

 

Making a change to a work order that has already been invoiced

2 min

 

Changing the tax amount on a work order

2 min

 

Work Order History and Lookup

8 min

 

Work Order Reports - Fleets

6 min

 


 

 

Video Description

Duration

Work Orders –

Retail WO Screen

Work Order Basics –Using the Retail Work Order Screen

5 min

 


 

 

Video Description

Duration

WO Invoicing

Creating Work Orders with Invoice

10 min

 

Finding a Work Order Invoice

3 min

 

Making a change to a work order that has already been invoiced

2 min

 

Deleting Work Order Invoice

2 min

 

Setting Up Customers

1 min

 

Setting Up Taxes

7 min

 

Work Order Invoicing Reports

5 min

WO Labor

Setting Labor Rates

5 min