Autologue Webinars

Review of Employee Setup
How to Navigate the User Security Screen
How to Edit a Security Level
How to Copy a Security Level
How to Compare Security Levels

• How to Change which form you use for Invoices, Quotes, etc.
• How to Customize Your Forms
• Add or Change your Logo Options on Standard Forms
• Add Notes Customize Statements
• and more…

What is inventory forecasting and why does it matter?

Requirements needed to generate accurate forecasts

Updates to the Order / Cost screen

How to use the Inventory Forecasting tools, including:

  – Forecasting Dashboard

   – Create Forecast screen

   – Forecast Detail screen

   – Updating stocking levels

Managing forecast defaults in the Store General Setup screen

Reviewing data with the new Inventory Forecast Information Report

• The new layout of the screen and where to find familiar functionality and data
• Orders: Finalizing, Placing, and Posting
• Working with multi-store distributed orders

• A walkthrough of the new face of PartsWatch
• An overview of new and updated functions in V60
• Tips for navigating and getting comfortable with the changes

• Add Suppliers
• Add a Supplier XMIT Record
• Enable Sourcing
• Use the Catalog with Sourcing
• Troubleshoot Errors

• Navigate View Entries & Post Entries screens
• Find where a payment was applied
• Reprint multiple invoices in one batch
• Run the right reports to find exactly what you’re looking for

• Use Account Mass Update to make changes across all accounts at once
• Run Inventory Mass Updates to edit entire parts lines quickly
• Set up Queue Setup to clear old HOLD tickets automatically
• Perform Account Conversion to change a customer’s billing type easily
• Configure Task Scheduler to run and deliver reports automatically
• View System Messages to troubleshoot POs and email activity

• Where to find commonly used features in the new look of PartsWatch
• How to customize menu types and function keys
• Adjusting color themes and font sizes
• Getting the most out of the AI-powered online help system

• How to set up BOGO promotions
• Bundle pricing
• Quantity Breaks
• Coupon codes using the built-in tools in PartsWatch
• Live Q&A insights from our experts

• How to create and manage Price Plans in PartsWatch
• Ways to apply pricing structures across product lines and customers
• Tips for updating prices efficiently
• Live Q&A insights from our experts

✅ How to use the Data File Import Utility (DFIU) to import and update data
✅ How to format files correctly for smooth, successful imports
✅ How to build custom reports and export them for analysis or emailing

✅ The differences between the legacy Main PO Selection and the new Purchasing Dashboard

✅ How to add, edit, delete, and post orders with ease

✅ Customizing the dashboard layout: hiding, sorting, filtering, and rearranging columns

✅ Using advanced search tools to locate orders and parts

✅ Plus a live Q&A with our PartsWatch experts

✅ The key differences between the legacy PO MAIN screen and the NEW PO CREATE screen

✅ How to create Timed Orders for a more efficient purchasing process

✅ A first look at the all-new Purchasing Dashboard

See how to manage your catalog through Nexpart, with features specific to WHI ACES, and NCC users.

• Add or remove catalog lines in Nexpart
• Set priorities and view active lines
• Learn about features specific to WHI ACES / NCC Catalogs

Learn how to manage catalog lines using the Epicor catalog interface inside PartsWatch.

• Add, delete, and prioritize catalog lines
• Identify active lines
• Explore features unique to Epicor setups