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Tip of the Week

by: Webber, Matthew 12/15/2014 3:18 PM
Have you ever wondered if a customer has paid an invoice? Please navigate to Quick Links, Order Management, Customers, Customer details, Search for your customer, and than transactions. If the balance is showing $0 dollars your customer has paid.

Tip of the Week

by: Webber, Matthew 12/8/2014 4:10 PM
Have you ever wondered why there are multiple instances of certain vendors? Please remember to always check the currency before choosing your vendor. This will assist with reducing vendor payment errors.

Tip of the Week

by: Webber, Matthew 12/1/2014 9:44 AM
Have you ever wanted to create a list of the vendor you use the most? Please navigate to Quick links, Order Management, Vendors, Vendor details. Click on the vendor and click the button that says Add to My Vendors.

Tip of the Week

by: Webber, Matthew 11/24/2014 9:32 AM
Ever had issues saving reports to your computer? Please make sure you save as to C on Computer name, Users, Your User, and than your desktop or documents folder. If you have any question please don't hesitate to contact the The Help Team.

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.


Training Calendar

12/18/2014 2:30:00 PM
Provision: Quoting and 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, released at the 2013 Convention, will also be reviewed during...

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.