Products
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Configure EmailPDF For Vendors
Course • 2 lessonsLearn how to configure vendors in Financials by enabling purchase orders and setting up vendor contacts. This training covers accessing vendor records, updating contact details, and enabling key settings to streamline purchasing processes.
Free
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Shipment Planning
Course • 5 lessonsThis training covers the shipment planning process in Encore, including creating and managing trips, selecting trucks and warehouses, and setting ship dates. Participants will learn to filter and search for orders, add them to trips, reorder shipment
Free
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Configure EmailPDF For Customers
Course • 3 lessonsThis training covers configuring email/PDF delivery in Encore, enabling email and print options for customer and ship-to documents like quotes and invoices. Set up contacts, assign document types, and link ship-to addresses for accurate delivery.
Free