Archives: Videos

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. We’re going to deal with basic invoices from suppliers for miscellaneous things like office supplies or maybe software or services. And then there will be a separate training video once … Read more

Transcription 0:00-0:12 A frequent question revolves around reporting on accounts payable or accounts receivable aging in different currencies will use accounts payable as the example here, but the same applies to accounts receivable.   0:12-0:45 If you open up our aging report selection. You’ll notice that there’s a currency field over here. Now, if you … Read more

Transcript 00:00:01 We’ll run through what to do when you receive an invoice from a supplier from whom you’ve purchased products and you’ve actually issued a purchase order and the products have come in and you run the purchase order receive previously. 00:00:11 And now what you need to do is record the suppliers invoice. … Read more

Transcription 0:00-0:40 In this video, we’re going to show you how to pick an order using the handheld picking device. So first, what you want to do is you want to actually pull up the sales order and then if you go into order details, you can see what items are actually on that order, … Read more

Transcription 0:00-0:25– This video we will go through how do you receive a purchase order using the handheld device.  First, I’m gonna show you the actual purchase order in Blue Link ERP by logging in and then choosing that specific purchase order. And if we go to order details, we can see the items that … Read more

Transcription 0:07- 0:22 User defined fields are fields that users – end users can add to certain of the screens in Blue Link to use for miscellaneous purposes, and this video is gonna quickly demystify some of the potential uses and some tips and tricks on how to use them 0:23 – 0:51 So let’s … Read more

Transcription 0:00-0:15 Blue Link Contact management or CRM system allows you to track companies or organizations and then separately track individuals or people and then associate them. 0:15–0:40 The screen we are looking at right now is the organization screen and as you can see, there’s a section called Prospect type where we can designate … Read more

Transcription 0:00-0:25 Blue Link ERP allows you to control what permissions individual users have, and there for what they can and cannot do. So you can create users on this screen and once you’ve created user, you can actually control their permissions. The permissions are initially set up on a module-by-module basis and within the … Read more

Transcription 0:06-0:21 If you have products that come in multiple different sizes and colors or other variables, you can use the matrix part generation wizard to create your part numbers and then use the matrix for order entry and purchasing so that allows you to see groups of styles and color and size columns and … Read more

Transcription 0:00-0:30 The Blue Link advanced landed cost component helps you understand your true cost to bring inventory into your warehouse and therefore allows you to calculate an accurate gross margin and profitability by product. If you only take into account the price that you’re paying, the supply of products when in fact you’re adding … Read more