Who is this course for?
This course is for anyone wanting to avoid the common pitfalls when implementing Unleashed into their organisation. The course also ensures the implementation of Unleashed goes smoothly without disruption to your day-to-day operations.
What does the course cover?
The course starts with taking you through how to write up a project plan. It is critical to ensure you get the timing of the implementation right, so we want to get that nailed down first. We then take you through every step of the way. We should you how to set the account up, import your products and bill of materials, design your document, then help you load your stock on hand. We will also be showing you how to setup your Xero integration and explaining how it works.
How long does it take?
There are only about 3 hours of videos, but you will need to set aside anywhere between 2 – 10 hours to gather and input the data into WorkflowMax. We would also recommend budgeting 1 hour for every 25 assembled items you have.
Why take this course?
Course Content
Organisation Settings
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Company Details
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Entering Currency Settings
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Prefixes
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Adding your Warehouses
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Identifying Customer Types
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Choosing your Payment Terms
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Adding your Salespersons
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Naming your Price Tiers
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Choosing Effective Sales Order Groups
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Adding Delivery Methods
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Adding your Freight Companies
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Entering Adjustment, Customer and Supplier Credit Reasons
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Entering your Units of Measure
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Adding Effective Product Groups
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Setting Tax Codes and Rates
- Company Details
- Entering Currency Settings
- Prefixes
- Adding your Warehouses
- Identifying Customer Types
- Choosing your Payment Terms
- Adding your Salespersons
- Naming your Price Tiers
- Choosing Effective Sales Order Groups
- Adding Delivery Methods
- Adding your Freight Companies
- Entering Adjustment, Customer and Supplier Credit Reasons
- Entering your Units of Measure
- Adding Effective Product Groups
- Setting Tax Codes and Rates
