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Tip of the Week

by: Santana, Jonathan 4/23/2015 9:04 AM
Need to quote multiple quantities of the same item? When adding the line, click the down arrow on your keyboard to add an additional quantity line before clicking OK. This feature also works when adding a line on a Sales Order.


Tip of the Week

by: Merunski, Matthew 4/14/2015 8:42 AM
Have an overrun or underrun? Be sure to always change quantities on the green Sales Order Details screen.


Tip of the Week

by: Merunski, Matthew 4/8/2015 8:10 AM
Do you know the BEST way to log out of PROvision? Make it a habit to ALWAYS select Microsoft Dynamics, File, Exit.


Tip of the Week

by: Webber, Matthew 3/16/2015 8:52 AM
Need to change your password for your email? Don't forget this will also change your PROvision password. Please log into OWA and make the change. You can also contact a Help Team member and we can assist you with changing your password as well.


Tip of the Week

by: Webber, Matthew 3/9/2015 5:20 PM
Ever send out an invoice by mistake from PROvision? Please make sure you email your invoice information to pullinvoice at proforma dot com. We will pull the invoice so it is not mailed and email you a confirmation.



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Training Calendar






5/1/2015 2:00:00 PM
PROvision: Order Entry 101
New to PROvision? Need to refresh your memory on the basics of PROvision? Order Entry 101 is for you! This webinar will review Adding Customers, Creating Single Vendor Orders, and Invoicing.


5/4/2015 3:00:00 PM
PROvision: Order Entry 201
It is recommended but not required that you attend Order Entry 101 before this webinar. In 201 we will cover Multiple Vendor Orders, adding notes to orders, and Invoicing.


5/15/2015 1:00:00 PM
PROvision: Tips & Tricks
Ready to learn some PROvision time savers? This webinar will review Repeating Lines, Repeating Orders, Advanced Search options, saving links to Favorites, adding Vendors to the “My Vendor List”, and other Tips and Tricks.


5/22/2015 1:00:00 PM
PROvision: CRM & PROcompass
Interested in learning more about the Contact Relationship Management (CRM) capabilities in PROvision? This webinar will review the different types of contacts and will also show how to create a list of Contacts, create User Campaigns and add targets...


6/5/2015 1:30:00 PM
PROvision: Order Entry 101
New to PROvision? Need to refresh your memory on the basics of PROvision? Order Entry 101 is for you! This webinar will review Adding Customers, Creating Single Vendor Orders, and Invoicing.


6/8/2015 3:00:00 PM
PROvision: Order Entry 201
It is recommended but not required that you attend Order Entry 101 before this webinar. In 201 we will cover Multiple Vendor Orders, adding notes to orders, and Invoicing.


6/19/2015 1:30:00 PM
PROvision: Tips & Tricks
: Ready to learn some PROvision time savers? This webinar will review Repeating Lines, Repeating Orders, Advanced Search options, saving links to Favorites, adding Vendors to the “My Vendor List”, and other Tips and Tricks.


6/25/2015 1:00:00 PM
PROvision: CRM & PROcompass
Interested in learning more about the Contact Relationship Management (CRM) capabilities in PROvision? This webinar will review the different types of contacts and will also show how to create a list of Contacts, create User Campaigns and add targets...