Archives: Videos

Learn about sales reports and dashboards in Blue Link, including Top Inventory Sales by Value, Sales by Customer by Product and more. Transcription 0:00-0:25 When it come to sales reports and sales dashboards, Blue Link has robust reporting features to help your business. We have many basic built-in reports such as top inventory sales showcasing … Read more

Learn about different accounting reports and financial statements in Blue Link including Customer Aging, Vendor Payment and more. Transcription 0:00–0:25 Blue Link ERP, contains all the accounting reports you would expect in an inventory and accounting system. For example, Blue Link includes customer or vendor aging reports in summary or detail, current or retroactive, as … Read more

Learn about different operations reports in Blue Link such as Inventory Availability, Dead Stock Reports and more. Transcription 0:00-0:30 Blue Link ERP helps you manage your operations and supply chain with purchasing and inventory reports, dashboards, and other information. Blue Link has a lot of built-in reports to allow you to manage inventory at a … Read more

In this short video, we show you how to record customer payments and NSF with Blue Link ERP. Transcription 0:00-0:25 This video will show you how to record payments from customers and how to record any payments that go NSF. Both of these steps are done in the record payments and SF screen, which can … Read more

Blue Link provides a purpose built AR collections screen which provides many tools to simplify the collections process. Transcription 0:02 – 0:17 Blue Link can be used to assist your AR collections process in the traditional manner by providing you with an AR aging to sift through in order to determine which customers to call … Read more

Learn step-by-step how to pay a vendor by credit card or transfer the payable to another vendor using Blue Link ERP. Transcription 0:00-0:20 We’re now going to take a look at Blue Link’s alternate vendor payment functionality. This functionality allows you to play a supplier invoice by creating a payable to another supplier. Most common … Read more

In this video, we show you how to record a miscellaneous bank transaction whether that transaction is a payment or deposit. Transcription 0:00-0:40 Let’s take a look at how to record a miscellaneous bank transaction, whether that miscellaneous transaction is a payment or deposit. So these would be payments or deposits that do not result … Read more

In this quick video, learn how to transfer funds between bank accounts using Blue Link ERP software. Transcription 0:03 – 0:14 We’re now going to take a look at how to transfer funds between bank accounts within Blue link. To do so, we’re going to open up the transfer funds screen, which can be found … Read more

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. Transcription 0:00-0:20 Bank payment runs or used to pay suppliers and also potentially to refund customers. And you can do bank payment runs when you’re paying by cheque … Read more

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. Transcription 0:00 – 0:26 So let’s look at the basic accounts payable voucher entry. So, think of this as recording of vendor invoices, course 101. … Read more