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Tip of the Week

by: Webber, Matthew 4/22/2014 9:03 AM
Having trouble adding a new customer in PROvision? Please remember to always enter a First and Last name. The system will not allow one character for the last name. You must be specific.


Tip of the Week

by: Webber, Matthew 4/14/2014 8:10 AM
Would you like your invoices to be automatically emailed to you after the batch completes? If so please remember to click the notify once posted check box before you batch your invoice. This will ensure you receive them directly to your email.


Tip of the Week

by: Webber, Matthew 4/7/2014 4:32 PM
Receiving errors when posting invoices in Provision? Please double check the referenced order for Pending Invoice. If your invoice is pending please reach out to the help team and we will trouble shoot why this was received.


Tip of the Week

by: Webber, Matthew 4/1/2014 11:16 AM
Are you getting an error that says Requested ship date must be filled in? Go back to your Sales Order and fill in the date on the last line located at the bottom of your Sales Order Details.


Important ProPortal Information

by: Webber, Matthew 4/1/2014 11:12 AM
Having trouble seeing your ProPortal? Log into your ProPortal using Firefox or Google Chrome and immediately go to the bottom of your screen and publish. This will fix your issue.



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Training Calendar






4/25/2014 1:00:00 PM
PROvision: Back to Basics
New to PROvision? Need to refresh your memory on the basics of PROvision? Back to the Basics is for you.  This webinar will review Adding Customers, Creating Sales Orders, Purchase Orders, Document Handling, and Invoicing. 


4/30/2014 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.


5/6/2014 10:00:00 AM
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”, use of Main Tables, and other Tips and Tricks.


5/9/2014 3:00:00 PM
PROvision: Back to Basics
New to PROvision? Need to refresh your memory on the basics of PROvision? Back to the Basics is for you.  This webinar will review Adding Customers, Creating Sales Orders, Purchase Orders, Document Handling, and Invoicing. 


5/12/2014 1:00:00 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...


5/16/2014 3:00:00 PM
PROvision: Order Processing
This webinar covers the special exceptions that are part of some orders, including adding Document Handling, requesting that a Vendor be added to PROvision, and requesting a Prepay/Letter of Guarantee. Vendor and Customer Inquiries will also be covered.  


5/23/2014 10:00:00 AM
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”, use of Main Tables, and other Tips and Tricks.


5/28/2014 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.


5/29/2014 2:00:00 PM
PROvision: Back to Basics
New to PROvision? Need to refresh your memory on the basics of PROvision? Back to the Basics is for you.  This webinar will review Adding Customers, Creating Sales Orders, Purchase Orders, Document Handling, and Invoicing. 


6/3/2014 10:00:00 AM
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...