Practice
Scenario
ID | System Area | Practice Scenario | Additional Help (KBA - Knowledge Base Articles) | Additional Help (Training Videos) |
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| | Quick Start | | | |
| | Quick Start | OPEN and REVIEW the 1place - Quick Start Guide for Sales & Customer Service personnel. | 1place - Quick Start Guide for Sales & Customer Service Personnel | |
| | Quick Start | OPEN and REVIEW the 1place - Quick Start Guide for Purchasing & Inventory personnel. | 1place - Quick Start Guide for Purchasing & Inventory Personnel | |
| | Quick Start | OPEN and REVIEW the 1place - Quick Start Guide for Warehouse Management personnel. | 1place - Quick Start Guide for Warehouse Management Personnel | |
| | Quick Start | OPEN and REVIEW the 1place - Quick Start Guide for AR, AP, Banking & GL personnel. | 1place - Quick Start Guide for AR, AP, Banking, GL Personnel | |
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| | Customers | WATCH training video of how to use the Customers screen. | | |
| | Customers | CREATE 1 or more Test Customer's using the + Menu (button). | How to Add a New Customer Record
| VIDEO: 4 ways to create customers. ( |
| | Customers | ASSIGN Default Pricing to a Customer (while making, or after made). | Select a Default Pricing Method | |
| | Customers | ASSIGN a Pricing Template to a Customer (while making, or after made). | Add Customer Pricing Template | |
| | Customers | CREATE1 or more Contact's on a Test Customer. | Add a contact record | |
| | Customers | CREATE 1 or more Tasks related to a Contact (on the Customer Contact tab). | Create a Task related to a Customer | |
| | Customers | CREATE 1 or more Tasks on the Task List screen. | How to Add a New Task Record | |
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| | Find Parts (Auto) | WATCH training video of how to use the Find Parts screen. | | VIDEO: Using the Find Parts Screen |
| | Find Parts (Auto) | CREATE 1 or more Test Customers using Find Parts screen. | Create New Customer using the Find Parts Screen | |
| | Find Parts (Auto) | REVIEW all the buttons, fields, and features on the Find Parts screen. | Find Parts screen (Automotive - Year, Make, Model format) - How To's | |
| | Find Parts (Auto) | CREATE 5 or more Quotes using Find Parts screen. | Create Quotes using the Find Parts Screen | |
| | Find Parts (Auto) | CREATE 5 or more Sales Orders using the Find Parts screen. | Create a Sales Order using the Find Parts Screen
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| | Find Parts (Auto) | OPEN a Customer record from the Find Parts screen. | How can I open a customer record from the Find Parts Screen? | |
| | Find Parts (Auto) | OPEN an Item record from the Find Parts screen. | How can I open an Item record from the Find Parts screen? | |
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| | Find Parts (Wholesale) |
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| | Find Parts (Wholesale) | | | |
| | Find Parts (Wholesale) | | | |
| | Find Parts (Wholesale) | | | |
| | Find Parts (Wholesale) | | | |
| | Find Parts (Wholesale) | | | |
| | Find Parts (Wholesale) | | | |
| | Find Parts (Wholesale) | | | |
| | Find Parts (Wholesale) | | | |
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| | Quotes | CREATE 1 or more Quotes using the + Menu (button). | How to Create a New Quote using the + Menu Button | |
| | Quotes | CREATE 1 or more Test Customers using the Quotes screen. | How to add a new customer on the Sales Quotes Screen
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| | Quotes | CREATE 1 or more Quotes by 'duplicating' another Quote on the Quote. | How to Duplicate an Existing Quote | |
| | Quotes | REVIEW all the buttons, fields, and features on the Quotes screen. | Overview of the Sales Quotes Screen | |
| | Quotes | EDIT 1 or more (line items) 'Item Number' on the Quote screen. | How to Edit 'Item Number' on the Quote screen. | |
| | Quotes | EDIT 1 or more (line items) 'Item Description' on the Quote screen. | How to Edit 'Item Description' on the Quote screen. | |
| | Quotes | EDIT 1 or more (line items) 'Net Price' on the Quote screen. | Available Soon | |
| | Quotes | EDIT 1 or more (line items) 'Discount' on the Quote screen | Available Soon | |
| | Quotes | DELETE 1 more Quote LINE ITEMS on the Quote screen. | Available Soon | |
| | Quotes | DELETE 1 or more Quotes using the Quote screen. | Available Soon | |
| | Quotes | CREATE a Follow Up task on the Quotes screen (using the Follow Up button). | Available Soon | |
| | Quotes | PRINT 1 or more Quotes. | Available Soon | |
| | Quotes | EMAIL 1 or more Quotes. | How to EMAIL Records (such as Quotes, Sales Orders, Invoices) | |
| | Quotes | (Admin) MODIFY the Quote printing properties (using the Print > Gear Icon). | Available Soon | |
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| Sales Orders | Create 1 or more Test Customer's using Sales Order screen. | Available Soon | |
| | Sales Orders | Create 1 or more Sales Orders using the + Menu. | How to Add a New Sales Order Record | |
| | Sales Orders | Create 1 or more Sales Orders using the Find Parts screen. | Available Soon | |
| | Sales Orders | Create 1 or more Quotes from the Quotes screen. | How to Create a New Quote from the Quotes Screen | |
| | Sales Orders | Edit 1 or more Sales Order line items. | How to Add/Edit Sales Order Line Item/s | |
| | Sales Orders | Delete 1 or more Sales Orders on the Sales Order screen. | How to Delete Sales Order/s Record | |
| | Sales Orders | Open a Customer record from the Sales Order screen. | Available Soon | |
| | Sales Orders | Open an Item record from the Sales Order screen. | Available Soon | |
| | Sales Orders | Create a NEW PO for 1 or more items on Sales Order (with PO checkbox checked). | How To Create Purchase Order/s from Sales Order Screen | |
| | Sales Orders | Add 1 or more items on Sales Order (with PO checkbox checked) to an 'Existing' (Blanket) PO. | Available Soon | |
| | Sales Orders | Enter a Payment (Sales Order Deposit) on a on a Sales Order. | How to Apply a Deposit/ Pre-Payment on a Sales Orde | |
| | Sales Orders | Email 1 or more Sales Orders. | How to Send an Email Copy of a Sales Order | |
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| | Invoices | Create 2 or more Invoices using the Sales Order screen. | How to Create Invoice from Sales Order Screen | |
| | Invoices | Delete 1 or more Invoices on the Invoice screen. | How to Delete Invoice/s Record | |
| | Invoices | Enter a Payment on an Invoice. | How to Enter a Payment on an Invoice | |
| | Invoices | Create a Credit Memo by returning 1 item on an Invoice. | How to Return 1 or More Items on an Invoice | |
| | Invoices | Spend time reviewing ALL the buttons, fields, and features on the Invoice screen. | Overview of the Invoice Screen | |
| | Invoices | Print 1 or more Invoices. | How to Print, Email, and Download Invoice/Credit Memo Report(s) & Record(s) | |
| | Invoices | Email 1 or more Invoices. | How to Print, Email, and Download Invoice/Credit Memo Report(s) & Record(s) | |
| | Invoices | Create 1 or Credit Memo's by returning 1 or more items on Invoice screen. | How to Return 1 or More Items on an Invoice | |
| | Invoices | Receive Payment on the Invoice Screen | | |
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| | Credit Memo's | Create 1 or more Credit Memo's by returning 1 item (using the Invoice screen--after the Invoice is Paid). | | |
| | Credit Memo's | Create 1 or more Credit Memo's by returning 1 item (using the Invoice screen--before the Invoice is Paid). | | |
| | Credit Memo's | Create 1 or more Credit Memo's by returning 1 item (using the Invoice screen--before the Invoice is Paid, and zero out the Price for the Item on the Invoice or Credit Memo--to keep a paper trail WITHOUT actually giving the Customer Credit for something they didn't actually pay for.) | | |
| | Credit Memo's | Create 1 or more Credit Memo's by returning ALL items on an Invoice (using the Invoice screen--after the Invoice is Paid). | | |
| | Credit Memo's | Create 1 or more Credit Memo's by returning 1 item (marking the item as received but not allowing it to be put back into stock, assuming it is broken or damaged). | | |
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| | Searching | Spend time reviewing ALL the buttons, fields, and features on the Sales Order screen. | | |
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| | List Screens | Searching | | |
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