Blue Link ERP Demo Videos
Product tours of Blue Link ERP are an excellent way to get a sense of the benefits offered by our software system. View screenshots and software demo videos of the following modules and components to see how they work, and how they can help your business.
The following videos highlight aspects of Blue Link’s new user interface, available in Blue Link Version 14.
New User Interface
This is a tour of Blue Link’s brand new user interface! New features include a customizable homepage, user-friendly global navigation, convenient dashboard toolbar and more!
Accounting Highlights
Learn more about how Blue Link ERP software handles accounting processes such as posting integrity checks, G/L drill down, A/P alternate vendor payments and A/R collections.
Inventory Overview and Set-Up
This video demonstrates how to set up and manage inventory items in Blue Link ERP software. Learn how to set units of measure, item descriptions, customer pricing and more!
Sales Order Entry – Overview
Learn how to easily enter a sales order into Blue Link ERP software and features such as multiple ship-to locations, inventory item look-up and pricing rules.
Sales Order Entry – Additional Functionality
Learn about additional functionality in Blue Link ERP’s sales order entry screen such as how to easily add product when you’re unsure of product codes and how to create a purchase order directly from a sales order.
Sales Order Review and Pack to Container
Learn about Blue Link’s sales order review functionality where users can easily manage sales order workflow from within one simple screen. This video also highlights features of Blue Link’s pack to container screen to help your business get those orders and shipments out the door.
Contact Management and CRM
Manage prospects, opportunities, customers, and vendors with Blue Link’s contact management and CRM functionality. Sales reps have easy access to information including quotes, next action dates, and follow-ups, and can track communication and notes throughout the entire Blue Link system.
Costing Methods & Landed Costs
Learn about how Blue Link uses Average Cost, FIFO and lot costing methods to accurately manage product costs, and how to track landed costs within the system.
Purchase Order Entry, Receipt, Return & Requisition
Learn about Blue Link’s Purchase Order functionality and specifically how to manage purchase order entry, review, receipt, returns and requisition, as well as how to factor in landed costs with purchase orders.
Inventory Available Reorder
Learn more about how to determine available and committed inventory quantities, how to drill down into inventory information and how to make informed decisions about inventory replenishment.
Online Order Portal – B2B eCommerce
Blue Link’s B2B eCommerce online order portal is designed for both sales reps and customers. Learn how users can log in to browse product, easily place orders and view statements.
| Blue Link ERP Version 12 & 13 | |
|---|---|
| Video | Description |
| Overview | A high-level overview of the functionality available in Blue Link ERP. A great place to get started. |
| Executive Summary | Explore the Executive Summary Screen that provides you with a snapshot of the health of your business operations. |
| Easy Navigation | Experience Blue Link’s user-friendly interface with a familiar Microsoft feel as well as quick find tools that makes searching for information painless. |
| Contact Management & CRM | Manage prospects, customers and vendors with easy to access information for sales reps as well as communication tracking throughout the system. Learn more |
| Accounting Data Integrity | Blue Link includes a number of features to ensure the integrity of your accounting data and make it easier to identify and audit any abnormal entries. |
| Review Screens | Whether it’s sales orders, quotes, purchase orders or production lots, Blue Link’s review screens makes it easy to find the information you are looking for. |
| A/R Collections | The A/R collections screen in Blue Link helps you improve your cash flow by making it easy to stay on top of your outstanding receivables. |
| User Permissions | Learn about Blue Link’s built-in security and user-permission features. Blue Link allows you to segment users by individual or by groups (such as “Sales”). |
| Alternate Vendor Payment | Blue Link’s alternate vendor payment feature allows you to enter a transaction under one vendor, but pay another. |
| Sales Orders Overview | Learn about a variety of Sales Order related features including entering orders, specifying ship-to addresses and more. |
| Finding Product Availability | Easily identify the availability of products in Blue Link via the sales order or “inventory lookup” screen with real time information. |
| Landed Cost Tracking | Blue Link offers sophisticated landed cost tracking to help you find the true cost of your products. |
| Lot Tracking (Traceability) | Easily allocate and track internal and external lot numbers. Very useful for food, pharmaceutical, and medical businesses. |
| Apparel (Colour/Size) Matrix | Blue Link’s Product Matrix functionality is designed for dealing with many variations of a product such as style and size, and is primarily used for apparel products. Learn More |
“The software is working way better than our previous software. The support team has been remarkable – when we submit a case it gets fixed in a very timely manner. We are still working out the kinks but we are getting there.”
– Zach Taylor, Creager Mercantile
If you found our Software Demo Videos useful, please have a look at our Webinars to learn more about Blue Link ERP Software as well as about inventory management, accounting and other topics pertaining to your software search.
