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flex training
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system setup
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accessing flex
requirements and procedures for accessing flex
navigating flex
introduction to navigating the flex workspace
adding flex users
how to add users into flex
security groups
details of the various security groups and their permissions
security policies
creating and managing custom security policies
password policies
creating and managing custom password policies
sales tax rules
setting up sales tax rules in flex
business locations
adding and managing various warehouse locations
corporate identities
setup and management of corporate branding
currencies
setting up currency options
barcode scanner setup
setting up barcode scanners to work with flex
contacts and users
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adding flex users
how to add users to flex
security groups
managing security groups in flex
contacts overview
overview of how the contact manager works
creating a new contact
how to create new contacts in flex
editing contact details
how to edit specific details for contacts
default trading terms
setting up trading terms for specific contacts
skills and qualifications
adding skill and qualification notes for contacts
contact types and contact type groups
add and edit contact types and contact type groups
contact resource types
how to create new contact resource types
contact manager
managing contacts with the contact manager
contacts best practices
best practices to observe when setting up contacts
contact default notes
adding default notes to contacts
quotes
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creating a quote
basics of creating a quote in flex
build a quote - part 1
how to build a quote in flex - part 1
build a quote - part 2
how to build a quote in flex - part 2
send a quote to a client
how to send a quote to your client
delete and restore quotes
how to delete and undelete quotes and other elements
configuring line item discounts
how to configure discounts per line item
job building best practices
best practices to use when building a job in flex
Inventory
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inventory overview
overview of the inventory management system in flex
organizing the inventory tree
how to organize the inventory tree in flex
creating an inventory item
how to add an inventory item in flex
serialized vs non-serialized models
when to use what type of inventory item
adding serial numbers
how to add serial numbers to an inventory item
viewing inventory schedules
how to view inventory schedules in flex
suggestion and suggestion types
how to add suggestions to an inventory item
alternatives and substitutions
how to add alternative items and substitute item options
sub-rental and purchase suppliers
how to add sub-rental and purchase suppliers to an inventory item
cheat sheets
how to create inventory cheat sheets
warehouse storage locations
how to setup warehouse storage locations for items
log maintenance on inventory items
how to log maintenance on items in flex
catalog worksheet and inventory manager
how to use the catalog worksheet and inventory manager
scheduled inventory counts
webinar on scheduling inventory counts
suggestion and suggestion types
webinar on suggestion and suggestion types
serialized storage
webinar on serialized storage
free pick containers
webinar on free pick containers
custom inventory fields
webinar on how to create custom fields for inventory items
transfer orders
webinar on transfer orders
inventory setup (basic)
webinar on basic inventory setup
inventory setup (intermediate)
webinar on intermediate inventory setup
scheduled inventory counts
webinar on scheduled inventory counts
reset for physical count
webinar on resetting inventory for a physical count
inventory tree organization best practices
best practices on how to organize the inventory tree
maintenance procedures best practices
best practices for setting up inventory maintenance procedures
schedules
webinar on inventory schedules
containers and packages best practices
webinar on best practices for containers and packages
inventory setup strategies
webinar on strategies for setting up inventory
inventory import spreadsheet
how to import inventory in flex from a spreadsheet
warehouse operations
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create a pullsheet
how to create a pullsheet in flex
scan out from a pullsheet
how to scan out an inventory item from a pullsheet
free scan out
scanning equipment from the terminal with no scanner
scan equipment in
how to scan equipment in
create and prep a transfer order
how to create and prep transfer orders
receive a transfer order
how to receive transfer orders
purchase and rental po's
webinar on purchase po's and rental po's
warehouse mute
webinar on how to use warehouse mute function
warehouse process (back to basics)
webinar on warehouse basics
WAREHOUSE PROCESS (BACK TO BASICS cont'd)
webinar on warehouse basics continued
purchase and rental po's
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Create A purchase PO
How to create a purchase po
Create a rental po
how to create a rental po
Receive a po
the process of receiving a po
return subrentals
how to return subrentals
labor po's
webinar on labor po's
packages and containers
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serialized and non-serialized models
packages with serialized and non-serialized models
serialized packages
how to create serialized packages
serialized storage
serialized storage containers
Virtual packages
how to create virtual packages
virtual models
how to create virtual models
free pick containers
webinar on creating free pick containers
serialized packages
webinar on serialized packages
serialized storage
webinar on serialized storage
virtual models and virtual packages
webinar on virtual models and virtual packages
containers and packages best practices
webinar on containers and packages best practices
Labor and Staffing
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add and edit service offerings
how to add and edit service offerings
create a crew call
how to create a crew call
staffing assistant
using the staffing assistant
fee matrices
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service fees using fee matrices
webinar on service fees using fee matrices
location based service fee
how to setup a location based service fee
credit card processing fees
webinar on credit card processing fees using fee matrices
total block subtotal using fee matrices
webinar on how to setup a custom total block subtotal using fee matrices
cost fee using fee matrices
webinar on setting up cost fees using fee matrices
negative fee matrix
how to create a negative fee matrix
fee matricies
webinar on fee matrices
workflows
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workflow overview
how workflows operate in flex
workflow jobs
how to setup workflow jobs
workflow actions
how to setup workflow actions
workflow actions with multiple jobs
webinar on how to setup workflow actions with multiple jobs
notify of change workflow
webinar on how to create a notify of change workflow
