Training Video Library

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Management Tools

Product Position- Learn how to use the Product Position tool to gain visibilty into your inventory forecast based on what is on hand, on the water and on order with suppliers vs. what is committed to Customers.
Alerts- Learn how to utilize the Alerts tools to have the system notify you about potential problems or things that need attention.
Inventory Management- Use Inventory Management to see what you have in the Warehouse(s).
Release Explorer- Use the Release Explorer to see your pending Customer orders, what is ready to ship and what has shipped to Customers.
Venture Analysis- Learn how to use Venture Analysis to gain visibility into the financials of a venture. Get a profit and loss statement on each venture, see the actual and accruaed costs as well as sales for a venture. This tool is also nice for tracking down problems with a venture.
Venture Explorer- The Venture Explorer is the query tool used by Logistics and sales users to pull logistics and invenotry related information out of the system. A great tool for tracking down order status, shipment status, inventory status, etc.
Order History- See the Sales and Purchase history by Product, Customer, and Vendor. This tool is also used to see open orders.

User Tools

VISCO Introduction- The basic navigation, how to configure your computer to use VISCO, removing pop up blockers.
Alerts - Learn how utilize the Alerts tools to have the system notify you about potential problems or things that need attention.
Contacts- Use the contacts tool to search all contacts in the system and generate lists of contacts for mailings etc.
Documents- Learn how to use the Documents tool to search documents sytem wide. This will include system generated docs as well as docs and images added by users.
Release Explorer - Use the Release Explorer to see your pending Customer orders, what is ready to ship and what has shipped to Customers.
Venture Explorer - The Venture Explorer is the query tool used by Logistics and sales users to pull logistics and inventory related information out of the system. A great tool for tracking down order status, shipment status, inventory status, etc..
Order History - See the Sales and Purchase history by Product, Customer, and Vendor. This tool is also used to see open orders.
Product Position - Learn how to use the Product Position tool to gain visibilty into your Inventory forecast based on what is on hand, on the water and on order with suppliers vs. what is committed to Customers.

Administrator Tools

VISCO Introduction - The basic navigation, how to configure your computer to use VISCO, removing pop up blockers.
System Tables - Setting up and maintaining the system tables.
User Maintenance - How to create and edit users as well as creating and editing user templates .

Sales and Purchasing

Customers- Lean how to work with Customer records and the importance of entering good information into the Customer record
Inquiries- Learn how to use Inquiries to track tasks associated with Products and Customers. Some examples include samples, requests for quotes, Customer service issues, etc.
Sales Order Quick Create- Use the Sales Order Quick Create to quickly get Customer orders into the system
Sales Order Changes- Learn how to make changes to issued Sales Orders. Learn how an audit trail of the changes is kept and how to access it.
Offers - Learn how manage 'Offers' and use them to generate Puchase Orders.
Purchase Order Assign- This is the first step in creating Purchase Orders. Learn how to use Purchase Order Assign as well as tips and copy tricks to simplify data entry.
Purchase Order Prepare and Issue- Learn how to fully proccess the Purchase Order including generating shipping schedules, creating the Purchase Order document and issuing the Order.
Purchase Order Changes- Learn how to make changes to issued Purchase Orders. Learn how an audit trail of the changes is kept and how to access it.
Vendors/Suppliers- Learn how to work with Vendor records, and the importance of entering good information into the Vendor record
Order History- See the Sales and Purchase history by Product, Customer, and Vendor. This tool is also used to see open orders.
Pre-allocation- Use Pre-allocation to match Sales Orders and Purchase Orders (or portions of the orders), to earmark inventory for a specific Customer prior to actually receiving the shipment.
Product Position -Learn how to use the Product Position tool to gain visibilty into your Inventory forecast based on what is on hand, on the water and on order with suppliers vs. what is committed to Customers.
Contracts- For companies that want to manage Sales Orders and Purchase Orders all from the same screen. Also pre-allocates the order for you. Ideal for drop shipments or shipments direct to customer.

Logistics

Logistics Elements - Set up and maintain Freight Carriers, Warehouses, Customs House Brokers, and Ports.
Create Containers- How to Create New Containers and designate what is shipping on a Container.
Container Information- Working with Containers including, creating PO Back Orders for short shipments, maintaining shipment info, Transhipments, Upload Container documentation and filing entries.
Inventory Allocation- Learn how to allocate what Inventory gets shipped out to Customers. You can allocate by warehouse, by venture or by lot number.
Release Explorer - Use the Release Explorer to see your pending Customer orders, what is ready to ship and what has shipped to Customers.
Venture Explorer - The Venture Explorer is the query tool used by Logistics and sales users to pull logistics and inventory related information out of the system. A great tool for tracking down order status, shipment status, inventory status, etc.

Inventory

Inventory Adjustments and Lot Entry- For initial Packing List Entry, designate lots/batches, enter packaging information, repackaging, adjust inventory for damage, cycle counts, etc.
Inventoy Allocation- Learn how to allocate what Inventory gets shipped out to Customers. You can allocate by warehouse, by venture or by lot number.
Inventory Management- Use Inventory Management to see what you have in the warehouse(s)

Finances

Cost Entry- Learn how to create payables and distribute costs to specific ventures, which will help in calculating the Latest Project Costs for ventures.
Venture Analysis- Learn how to use Venture Analysis to gain visibility into the financials of a venture. Get a profit and loss statement on each venture, see the actual and accrued costs as well as sales for a venture. This tool is also nice for tracking down problems with a venture.