Products
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Creating a New Labor Entry
Course • 1 lessonThis training focuses on posting labor to a job in the Job Costing Module, primarily for correcting errors made through PDE. It includes navigating to the Labor section, using search filters like Date and Machine, adding new labor entries, and saving
Free
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Creating a New Material Entry
Course • 1 lessonThis training covers how to manually post materials to a job in the Job Costing Module. It includes navigating the materials section, using search tools, adding new entries, selecting materials, and saving the entry to complete the process.
Free
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Re-Printing Documents
Course • 2 lessonsThis training teaches how to reprint load tags, delivery receipts, and compliance certificates. Learn to search by order, truck, or customer, select documents, and manage reprints efficiently using interactive tools in the delivery module.
Free
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Loading a Truck From Finished Goods
Course • 5 lessonsThis training covers truck loading and shipment management, including creating trips, selecting inventory, and managing orders. Learn to search shipments, load inventory, and generate essential delivery documents like bills of lading.
Free
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Loading a Truck From Shipment Plan
Course • 3 lessonsFree
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Configure Email PDF For Administrators
Course • 2 lessonsThis training covers setting up email and PDF functionality, including email defaults, custom messages, file paths, secure servers, and company-level PDF emailing, confirmations, and logging—ensuring efficient and streamlined communication workflows.
Free