Video & Document Training Resources

PLACING ORDERS

Adding a Client

Adding a Billing Account to a Client Record

Starting an Order/Creating a Quote

Using the Order Pad

Completing an Order

Applying a Payment to an Invoice

CUSTOMER SERVICE

Adding a Task

Reporting Feedback with Code Red/Green

Updating a Task

*ADMIN ONLY* BASIC SYSTEM CONFIGURATION

Adding an Admin User

Adding a Store

Updating a Store's Tax Rates

Updating Intended Payment Methods

Using Email Templates & Rules

Using CSR Hours

Using Closure Templates

Using Open Store Times Templates

Setting up Catering Lead Times

Managing Delivery Templates

Adding a Delivery Zone

Adding a Delivery Fee

Updating System Settings

*ADMIN ONLY* MARKETING POLICY & DATA SETUP

Adding a Marketing Group

Using Order Formats

Resetting a Client Account Password

Updating the Miscellaneous Messages

Updating Messages on Confirmations, Invoices, Quotes, & Statements

Using Email Templates & Rules

Using the Left Promotional Areas

Updating the Side Pages & Navigation Menu

Adding a Coupon

Adding a Discount Type

*ADMIN ONLY* MANAGING THE MENU

Using the Alerts Dashboard

Adding a Billing Account to a Client Record

Reviewing a Billing Account

Applying a Refund to an Invoice

Making a Chargeback

Applying Payment to an Invoice

Create a Credit on a Billing Account

Applying a Single Payment to Multiple Invoices

Generating Past Due Invoices

Reviewing Outstanding Accounts Receivable

Using Accounting Reports

Reviewing Payment Gateway Reconciliation

Locking & Unlocking the Day

Adding a Category

Adding a Group

Adding a Menu Item

Adding a Production Item

Mapping Production Items to a Menu Item

Producing a Compact Production Item Report

Producing a Production Assembly Report

Creating an Order Guide

Approving an Order Guide for Use

*ADMIN ONLY* BOOKKEEPING & BANK RECONCILIATION

Using the Alerts Dashboard

Adding a Billing Account to a Client Record

Reviewing a Billing Account

Applying a Refund to an Invoice

Making a Chargeback

Applying Payment to an Invoice

Create a Credit on a Billing Account

Applying a Single Payment to Multiple Invoices

Generating Past Due Invoices

Reviewing Outstanding Accounts Receivable

Using Accounting Reports

Reviewing Payment Gateway Reconciliation

Locking & Unlocking the Day