flex training

FLEX HELP CENTER

For Additional Help on Topics Not Covered

system setup

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

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

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

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

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

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

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

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

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

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

chained child and parent actions

webinar on chained and child parent actions