Blue Link ERP Demo Videos

ERP demo videos of Blue Link are an excellent way to get a sense of the benefits offered by our software system. Watch our ERP demo videos of the following modules and components to see how they work, and how they can help your business.

A Look at Blue Link ERP Demo Videos

User-Friendly System

This is a tour of Blue Link’s user-friendly system interface! Recent new features include a customizable homepage, 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!

Executive Summary

Explore the Executive Summary Screen that provides you with a snapshot of the health of your business operations and other reporting dashboards available in Blue Link ERP.

Inventory Available Reorder

Learn how to determine available and committed inventory quantities, how to drill down into inventory information and how to make informed decisions about inventory replenishment.

Sales Order Entry – Overview

Learn how to easily enter a sales order into Blue Link ERP and about other sales order features such as multiple ship-to locations, inventory item look-up and pricing rules.

Sales Order Entry – Additional Functionality

Learn about additional functionality in the 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.

Lot Tracking & Traceability Software

Blue Link’s lot tracking software functionality offers lot tracking, serial number tracking and expiration date functionality – imperative for those dealing with food, pharmaceutical and medical products.

Creating Purchase Orders in Blue Link

In this video, learn about Blue Link’s Purchase Order functionality, including how to create purchase orders from sales orders and how to manage drop shipments and special orders. 

Purchase Order Entry, Receipt, Return & Requisition

Learn how to manage purchase order entry, review, receipt, returns and requisition, as well as how to factor in landed costs with purchase orders.

Different Costing Methods

Learn how you can accurately manage product costs using Average Cost, FIFO and lot costing methods, and how to track landed costs within the system.

Landed Cost Tracking

Learn how to automate landed cost tracking to determine your true cost of inventory after incorporating the costs such as duty, brokerage, and freight.

Product (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.

Groups and User Permissions

Learn about Blue Link’s built-in security and user-permission features. Blue Link allows you to segment users by an individual or by groups (such as “Sales”).

Online Order Portal

Blue Link’s online order portal is designed for both B2B customers and/or sales reps. Learn how users can log in to browse product, easily place orders and view statements.

 Barcode Scanning – Receiving Inventory

Blue Link’s mobile barcode scanning features simplify the receiving of inventory, allowing staff to scan product as they receive it into the warehouse, updating inventory quantities. For use on iOS devices.

 Barcode Scanning – Picking an Order

Blue Link’s mobile handheld picking and barcode scanning features allow warehouse staff to pick orders and scan barcodes as they walk the warehouse floor, and is designed for use on iOS devices.

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.

AP Supplier Invoices and POs

Learn what to do when you receive an invoice from a supplier after you’ve issued a PO. It walks through the process of recording the supplier invoice once you receive the product into stock. 

AP Aging Reports

Using Blue Link ERP, we review the Accounts Payable process and take a look at different AP Aging Reports by currency to easily see information across different accounts.

Recording Vendor Invoices

Learn how to record a vendor invoice in Blue Link ERP with a focus on basic invoices from suppliers for miscellaneous items such as office supplies and software or services.

Bank Payment Runs

With Blue Link you can track bank payment runs to pay suppliers or refund customers, and you can select multiple items to pay in a single run.

How to Transfer Funds with ERP

In this quick video, learn how to transfer funds between bank accounts using Blue Link ERP software.

Payments and Deposits

In this video, we show you how to record a miscellaneous bank transaction whether that transaction is a payment or deposit. 

Vendor Payment Functionality

Learn step-by-step how to pay a vendor by credit card or transfer the payable to another vendor using Blue Link ERP.

The Collections Process

Blue Link provides a purpose built AR collections screen which provides many tools to simplify the collections process. 

Customer Payments with ERP

In this short video, we show you how to record customer payments and NSF with Blue Link ERP.

Blue Link Review Screens

A look at the different review screens in Blue Link including Sales Order Review and Purchase Order Review.

Connect and Link Data Between Excel and Blue Link

Learn how to link data from Blue Link to Excel to easily create and manipulate reports based on real-time information. 

ERP Productivity Tips

We share some inside tips to learn the best productivity tricks with Blue Link ERP to improve your business processes.

Accounting Reports

Learn about different accounting reports and financial statements in Blue Link including Customer Aging, Vendor Payment and more. 

Sales Reports

Learn about sales reports and dashboards in Blue Link, including Top Inventory Sales by Value, Sales by Customer by Product and more. 

Operations Reports

Learn about different operations reports in Blue Link such as Inventory Availability, Dead Stock Reports and more. 

Is Blue Link Right for Your Business?

Now that you’ve watched some of our ERP demo videos and have seen our system in action, learn more about our industry-specific functionality to support your wholesale and distribution business.

Find Your Industry

Pharma ERP Demo Videos

Pharma ERP – Overview

Learn more about Blue Link’s Pharma ERP to help manage DEA license numbers and expiry dates, inventory, accounting, Transaction History (T3/Pedigree), B2B online order portal, CSOS and more.

Pharma ERP – Suspicious Order Monitoring (SOM)

Learn more about Blue Link’s Pharma ERP software with specific functionality for managing Suspicious Order Monitoring (SOM). 

Webinars and Training Sessions

Sales Order Entry – Tips to Increase Productivity

Want to learn how to be more productive entering Sales Orders in Blue Link? This ERP demo video walks you through tips and tricks for using Blue Link’s Sales Order entry tools including recurring Sales Orders.

Pricing Scenarios – Contracts, Discounts and Promotions

Learn about how to manage different pricing scenarios in Blue Link ERP. This demo video includes information about pricing contracts, groups, discounts, promotions, quantity breaks and more. 

Financial Report Writer – Excel Add-in

Learn how to easily create, edit and share financial reports, such as Profit and Loss Statements and Balance Sheets with Blue Link’s Financial Report Writer tool. 

Using Blue Link to Track Costs, Revenues and Profits 

This ERP demo video shows you how to track costs, revenues and profits associated with a job using Blue Link’s ERP software. The example used in this video is attending a tradeshow and the associated costs and revenues.

Want to see more Blue Link ERP?

  • Visit our YouTube Channel where you will find testimonials, product demonstrations, training videos and more!
  • Watch our Testimonial Videos to hear what our customers have to say about their Blue Link experience

 

Blue Link Videos