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.
Agenda |
Catalogs |
| Product Catalog Basics | - What is the Product Catalog?
- Add Products
- Add Categories
- Associate Categories to Products
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Consumable Catalog Basics | - What is the Consumable Catalog?
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Additional Charges | - What are Additional Charges?
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Recurring Charges | - What are Recurring Charges?
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Rate Profiles |
| Rate Profile Basics | - What are Rate profiles?
- Rental Rates
- Sale Prices
- Replacement Costs
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Tree Tabs
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| Organization Tab | - Organization Tree
- Location Definitions
- Add/Edit/Delete
- Mark Inactive
- My Options
- Find Location
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Customer Tab | - Customer Tree
- Order Numbers
- Add Customer
- Customer Contacts
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Vendor Tab | |
Users Tab | |
Grid Tabs
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| Products Tab | - Products Grid
- Inventory and Focus
- Available vs. On Rent
- Owned vs. Re-Rent inventory
- Reserved
- In Transit
- Discrepancy
- Status Bar
- Categories
- Filters
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Estimates Tab | |
Shipping Tab | - Shipping Grid
- Column Order and Visibility
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Transaction Tab | |
Invoice Tab | |
Basic Job Sites and Shipments |
| Job Sites | - Create Billable Job Site
- Create Non-Billable Job Site
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Basic Shipments | - Create Delivery through right-click menu
- Create Return through right-click menu
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