Learning Center
Below you will find the tutorial videos and work instructions grouped by the categories they belong to. Click the category to access the training materials.
Walkthrough Videos
Start Up and Configuration
Simple
How to Create a User Account (on premise)
How to Automatically Number Item Codes
How to Configure Item Tracking
How to Change Item Unit and Tracking
Items with tracking Container, Lot Trace
Items with tracking Inventory, Lot Trace
Items with tracking Inventory, No Lot Trace
Material Intake
Simple
How to create Suppliers/Manufacturers
How to Create Purchase Orders without a Price List
How to create Purchase Orders with a Price List
How to set up Supplier Pricing
How to Enter Purchase Receipts with Containers
How to enter Purchase Receipts – Inventory, Lot Trace
How to enter Purchase Receipts – Inventory, No Lot Trace
How to Enter a Bill Entry – Inventory
Intake Quality
Simple
Inventory Handling
Simple
Manufacturing
Batching
Express
Standard
Batching Recipes
Batching Orders
Batching Execution
Batch Execution Workflow – Standard
How to Preweigh ingredients in Batch Execution
How to Weigh and Add ingredients in Batch Execution
How to Commingle ingredients in Batch Execution
How to Execute Procedure Instructions
Packaging
Express
Simple
Sales and Shipping
Simple
How to create a Customer – Ship To
How to set up a Price List for Multiple Customers
How to set up a Price List for a Specific Customer
How to enter a Shipping Order (without Price List)
How to enter a Shipping Order (with Price List)
How to create Assemblies ahead of Shipping – Container, Lot Trace
How to create Assemblies ahead of Shipping – Inventory, No Lot Trace
How to reserve Containers ahead of Shipping – Container, Lot trace
How to create a Waybill with Reserved Inventory
How to create a Waybill and Reserve Inventory at the same time
How to Reject Waybill – Container, Lot Trace
Material Requirements Planning
Traceability
Resources
Integrations
QuickBooks
QuickBooks Integration Overview
Configuring the Mar-Kov Chart of Accounts
How to Import Vendors from QuickBooks
How to Import Customers from QuickBooks
How to resolve QuickBooks import failures
Troubleshooting QuickBooks Export Errors
QuickBooks Online
Setting up the Standard Mar-Kov Chart of Accounts in QuickBooks Online
Setting up Miscellaneous Table Mappings in QuickBooks Online
Connecting to QuickBooks Online
Exporting to QuickBooks Online
Exporting to QuickBooks Online pt. 2
Exporting POS transactions to QuickBooks Online
Setting up Tax Integration with QuickBooks Online (CA)
Setting up Customer Sales Tax Integration with QuickBooks Online (US)
QuickBooks Desktop
Setting up the Standard Mar-Kov Chart of Accounts in QuickBooks Desktop
Connecting to QuickBooks Desktop
Setting up Miscellaneous Table Mappings
Exporting to QuickBooks Desktop
Exporting to QuickBooks Desktop pt. 2
How to export Payments to QuickBooks Desktop
How to set up Tax on Supplier Bill Entry Integration with QuickBooks Desktop
How to set up Customer Sales Tax Integration with QuickBooks
Shopify
ShipStation