Everybody starts here. This session is required by all end-users before going through other sessions. This session introduces Quantify and the major screen sections and features, covering the information below.
*Prerequisite: The Introduction session is required for all users and must be completed before continuing with additional training.
View Recorded Quantify Introduction Webinar
Agenda | ||
Catalogs | ||
Product Catalog Basics |
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Consumable Catalog Basics |
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Additional Charges |
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Recurring Charges |
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Rate Profiles | ||
Rate Profile Basics |
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Tree Tabs | ||
Organization Tab |
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Customer Tab |
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Vendor Tab |
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Users Tab |
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Grid Tabs | ||
Products Tab |
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Estimates Tab |
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Shipping Tab |
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Transaction Tab |
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Invoice Tab |
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Basic Job Sites and Shipments | ||
Job Sites |
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Basic Shipments |
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