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Tip of the Week

by: Webber, Matthew 11/17/2014 10:16 AM
Curious about running a partial payment on a credit card for an invoiced order? Navigate to Customer details, Locate your customer, Transactions, Credit card form. Change your Payment amount before selecting the check box for the total payment amount.

Tip of the Week

by: Webber, Matthew 11/10/2014 9:24 AM
Have you ever needed to remove contacts from a Campaign? Go to Quick links, CRM, Campaigns, Campaign Details, locate the Campaign, Select Targets by, Checklist and remove the contacts by unchecking them. Only the contacts shown in the box with be solicited.

Tip of the Week

by: Webber, Matthew 11/3/2014 11:09 AM
Have you ever needed to add an International Address into PROvision? If so, Please contact The Help Team either by phone or email with your customers full address and we will get the zip code added so you can enter the address correctly.

Tip of the Week

by: Webber, Matthew 10/27/2014 1:10 PM
Have you ever gotten an error asking you to add a Requested Ship Date? If so please navigate back to your Sales Order and double check all lines on that Order. The field is located at the bottom of the page.

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.


Training Calendar

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.

12/8/2014 12:00:00 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. 

12/17/2014 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.

12/19/2014 12:30:00 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...

12/23/2014 11:00:00 AM
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.

12/29/2014 2:00:00 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.