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Tip of the Week

by: Webber, Matthew 10/20/2014 8:48 AM
Have you ever needed to change your customer business name in PROvision? If so, you can go to your Customer Details and click on the customer name. This field is editable for you to make the change. This will not update existing orders.


Tip of the Week

by: Webber, Matthew 10/13/2014 4:31 PM
In order for your Net Proceeds to be accurate, after processing a customer credit, notify Cheryl Shepherd with your Sales Order number and Invoice number. This will help with applying the credit.


Tip of the Week

by: Webber, Matthew 10/6/2014 10:54 AM
Has your customer ever requested another invoice after you have already posted it? Please navigate back to your Sales Order Details, Click Select All Statuses at the top of the page and go to Inquires, Customer Invoice, Preview Print, Original Preview.


Tip of the Week

by: Webber, Matthew 9/29/2014 9:21 AM
Have you ever wanted to add contacts in a group and not one at a time? Please contact the help team and we will send you an import template that you can fill out and send back. We will upload them for you.


Tip of the Week

by: Webber, Matthew 9/22/2014 12:15 PM
When logging into PROvision it is best to never save your password. For your security, the Help Team does not have the password on file. If you forget your password we will have to reset it.



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Training Calendar






10/23/2014 11:00:00 AM
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. 


10/27/2014 2:00:00 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.


10/29/2014 3:00:00 PM
Net Proceeds and Reporting
Curious about which reports to monitor on a regular basis?  In this webinar learn about the Sales Report, Owner Aging Report, and Net Proceeds Reports.  Session will be led by a member of the Business Services team.


11/7/2014 1:00:00 PM
PROvision: Tips and 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.


11/10/2014 2:00:00 PM
PROvision: CRM and 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...


11/12/2014 3:00:00 PM
Net Proceeds and Reporting
Curious about which reports to monitor on a regular basis?  In this webinar learn about the Sales Report, Owner Aging Report, and Net Proceeds Reports.  Session will be led by a member of the Business Services team.


11/14/2014 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.


11/17/2014 3:00:00 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. 


12/5/2014 3:00:00 PM
PROvision: Quoting an ESP Integration
Interested in creating Quotes that can be turned to Sales Orders with one click of a button?  This webinar will review quoting for Leads and Customers.  The ASI ESP Web Integration will also be reviewed.