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Tip of the Week

by: Santana, Jonathan 5/27/2015 10:15 AM



Tip of the Week

by: Santana, Jonathan 5/19/2015 4:57 PM
Are you familiar with the Customer Deposit feature in PROvision? Check out the PROvision Quick Guide or reach out to the Help Team for assistance


Tip of the Week

by: Santana, Jonathan 5/11/2015 10:56 AM
Need to add additonal delivery addresses for a Customer? Quick Links, Order Management, Customers, Customer Details, Search for Customer, Click on Address tab, click white paper in upper left corner to add a new line


Tip of the Week

by: Santana, Jonathan 5/5/2015 10:58 AM
Need to add a Customer PO Number to an order? You may add it on the Overview or Customer Reference tab within Sales Order Details.


Tip of the Week

by: Santana, Jonathan 4/27/2015 9:28 AM
Need to change the payment terms for a Customer? Quick Links, Order Management, Customers, Customer Details. Search for the Customer and click the Payment tab on the top of the screen.



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Training Calendar






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...