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Basic Assignments
 
Options & Settings
 
Main Time Information
Color Code: Yellow
Created By: Shannon Scoffield
Created Date/Time: 5/22/2014 4:29 pm
 
Action Status: Blank (new)
Show On The Web: Yes - (public)
 
Time Id: 2254
Template/Type: Other Documentation
Title/Caption: Current YouTube Video Descriptions
Start Date: 7/20/2012
Main Status: Active
click to enlarge - photo by: Shannon Scoffield -
click to enlarge - photo by: Shannon Scoffield -
click to enlarge - photo by: Shannon Scoffield -

Notes:
YouTube Videos Continued:
Name: Notes
- Receivables Homepage:
o Receivables homepage, advanced receivables search, advanced results
- Statement Homepage:
o Statement homepage, printable statement, receivables homepage, create new
- Add/Edit Customer Statements:
o Statement homepage, printable statement, receivables homepage, create new
- Parts & General Inventory Homepage:
o Parts homepage, advanced part search, printable parts, barcode generator, search grouped inventory counts, add/edit parts categories
- Add/Edit Part Categories:
o Part homepage, add/edit part categories
- Purchas Order (PO) Homepage:
o PO homepage, printable PO, PO gallery, advanced PO search, search results, PO history
- Create New Purchase Order (PO):
o Add/edit PO, edit line items, add basic line items
- (Need) Add a New Part to the System:
- Recipe/Build Homepage:
o Recipe/build homepage, printable recipe, build prep
- Add/Edit Recipe/Builds:
o Recipe/build homepage, add new, printable, view cart, build prep
- Sales Tax Setup:
o Location homepage, add/edit store
- Adilas Quick Search:
o Switchboard, quick search
- Location Homepage:
o Location homepage
- Add/Edit Location Tax Settings:
o Add/edit store, location homepage
- Customer Homepage:
o Customer homepage, search results, advanced search
- Add/Edit Customer Type:
o Customer homepage, customer types
- Doing a Customer Search:
o Customer homepage, search results, customer log
- Add/Edit Customers:
o Search results, customer log, photo gallery
- Customer logs:
o Customer log, add/edit log, customer logs standalone
- Add/Edit Customer Logs (additional notes and follow up):
o Customer log, add/edit log, customer logs standalone
- Add/Edit Additional Customer Contacts:
o Customer log, add/edit, contacts, view cart
- Invoice & Quote Process:
o Customer search results, view cart, cart favorites, parts homepage, printable quote
- Create a Quote: (sound prob not too bad)
o Quote homepage, start cart, customer search results, favorites, view cart
- Create New Invoice Homepage:
o Start cart, view cart, checkout, printable invoice
- Invoice Homepage:
o Invoice home, advanced search
- Sales & Profit Report:
o Daily/weekly report, results, advanced invoice line search, sales and profit
- Reoccurring Invoice Homepage:
o Reoccurring invoice homepage, process duplicate reoccurring, search reoccurring, add new
- Add/Edit Reoccurring Invoices:
o Reoccurring homepage, add new, duplicate, search reoccurring
- Sales Tax Liability:
o Invoice home, sales tax homepage, balance sheet, balance sheet line items
- General Makes & Models Information (serialized inventory):
o Models homepage, makes, sub inventory types
- Add/Edit Makes (serialized inventory):
o Make homepage, add/edit makes