Training Checklist
- Stephanie Pepper (e-manage|ONE)
ADMIN REVIEW | Users / User Rights |
Drop Down List Setup | |
Company Record Updates | |
Vendor Ref Codes | |
Internal Parts into Master Parts Listing | |
Project Action Item Setup | |
Commission Plans | |
Auto-Freight Parts | |
Auto-Part Templates | |
Marketing Campaigns | |
Tax Subscription / Downloading Tax Rates | |
Employee Manager | |
Internal Project Surveys | |
*HST ONLY - CREATE CLEARING PST ACCT | |
GENERAL OVERVIEW | General Overview of e-manage|ONE |
Email, Email Templates, Signatures | |
Implementation Calendar (View) | |
Grid Layouts | |
Action Items | |
Document Management | |
Search Functionalities | |
Prospecting / New Company & Contact | |
Work Order / Install Notes | |
SALES | Starting a Project |
Attaching Contacts to a Project | |
Order Status & Team Members Tab | |
Creating a Lead Record | |
Managing Opportunities & Jobs | |
Creating / Completing Action Items | |
BILL OF MATERIALS | Bill of Materials |
Adding Parts to BOM | |
Price By Menu | |
Change History / Delete Proof | |
Quote Settings | |
Emailing Quotes / Save to e-manageONE | |
Valid / Most Likely Check Boxes | |
Phase / Hybrid Quoting | |
Estimated P&L Report | |
Bill of Materials Report | |
Price Checks / Quote Tool (If Applicable) | |
Direct Bills / GSA / State Contracts | |
Auto-Part Templates / Clipboard Manager | |
ORDER | Booking an Order |
Generating Purchase Orders | |
Web Services / Sent OFDA (If Applicable) | |
Vendor Acknowledgements | |
OPERATIONS | Receiving |
Scheduling / Work Orders | |
Punchlist | |
Completing Installs | |
Time Tracking / Job Costing | |
ACCOUNTING | Vendor Invoices |
Customer Invoices | |
General Bills | |
Customer Payments / Customer Deposits | |
Completing Orders / Projects | |
Journal Costs | |
QB Integration | |
Job Costing / Final Profit & Loss | |
Commissions |