How To Videos: Difference between revisions
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(Created page with "== CurrentRMS How To [https://youtu.be/vz4_AjJGkVI How To Create a Quote] How to Change a Quote to an Order How to Generate an Invoice How to Keep track of Paperwork How to Cr...") |
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[[Category:CurrentRMS]][[Category:How To]] | |||
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How to | Here is a list of short video How To on how to do specific jobs. | ||
== Operations How To | == CurrentRMS 1-Minute How To == | ||
How to use our Time clock | === Quotes, Orders, Sales === | ||
* [https://youtu.be/Iwn0CxtSJ9k Expendables Sales] | |||
{{#ev:youtube|https://www.youtube.com/watch?v=Iwn0CxtSJ9k |600|inline|Start New Quote|frame}} | |||
* [https://youtu.be/sNeHScRdNy0 How to Start a new Quote] | |||
{{#ev:youtube|https://www.youtube.com/watch?v=sNeHScRdNy0|600|inline|Start New Quote|frame}} | |||
* [https://youtu.be/IOXBI7GIux8 Add Items to Quote using the Picker] | |||
{{#ev:youtube|https://www.youtube.com/watch?v=IOXBI7GIux8 |600|inline|Add Items to Quote using the Picker|frame}} | |||
* [https://youtu.be/jSbxDCBLAYE Add Items using the Add Item Link] | |||
{{#ev:youtube|https://www.youtube.com/watch?v=jSbxDCBLAYE |600|inline|Add Items using the Add Item Link|frame}} | |||
* How to Change a Quote to an Order | |||
* How to Generate an Invoice | |||
* How to Keep track of Paperwork | |||
=== Clients, Contacts, Venues === | |||
* [https://youtu.be/X_CKAe--rtg How to add a new Commercial Customer] | |||
{{#ev:youtube|https://www.youtube.com/watch?v=X_CKAe--rtg|600|inline|How to add a new Commercial Customer|frame}} | |||
* [https://youtu.be/I_g2gTm-5kQ How to add a new Student Customer] | |||
{{#ev:youtube|https://www.youtube.com/watch?v=I_g2gTm-5kQ|600|inline|How to add a new Student Customer|frame}} | |||
* [https://youtu.be/CdO9ftVL4sY How to add a Contact] | |||
{{#ev:youtube|https://www.youtube.com/watch?v=CdO9ftVL4sY |600|inline|How to add a Contact|frame}} | |||
* [https://youtu.be/9ujNY8K2Eno How to add a Vendor (for sub-rentals)] | |||
{{#ev:youtube|https://www.youtube.com/watch?v=9ujNY8K2Eno |600|inline|How to add a Vendor (for sub-rentals)|frame}} | |||
* [https://youtu.be/NXCMS5jsHBk How to add a Venue] | |||
{{#ev:youtube|https://www.youtube.com/watch?v=NXCMS5jsHBk |600|inline|How to add a Venue|frame}} | |||
=== Checkout, Check-in === | |||
* [https://youtu.be/sS9zOkiIiSA How to Check Out Gear] | |||
{{#ev:youtube|https://youtu.be/oG72tLDwg8Y |600|inline|How to Check Out Gear|frame}} | |||
* [https://youtu.be/ERqG7_bkLdM How to Check in Gear] | |||
{{#ev:youtube|https://youtu.be/ERqG7_bkLdM |600|inline|How to Check in Gear|frame}} | |||
== Gear How To == | |||
* [https://youtu.be/eqxrmI-i094 How to Clean a Leko Lens] | |||
{{#ev:youtube|https://www.youtube.com/watch?v=eqxrmI-i094 |600|inline|How to Clean a Leko Lens|frame}} | |||
* [https://youtu.be/j9b7m8Vyews Dana Dolly Kit Walkthrough] | |||
{{#ev:youtube|https://www.youtube.com/watch?v=j9b7m8Vyews |600|inline|Dana Dolly Kit Walkthrough|frame}} | |||
* [https://youtu.be/tLc3UaEdQRY How to Fold the S60 Grid] | |||
{{#ev:youtube|https://www.youtube.com/watch?v=tLc3UaEdQRY |600|inline|How to Fold the S60 Grid|frame}} | |||
== Operations How To == | |||
* [https://youtu.be/NUa7qjvR364 How to use our Time clock] | |||
Latest revision as of 12:50, 16 January 2022
Here is a list of short video How To on how to do specific jobs.
CurrentRMS 1-Minute How To
Quotes, Orders, Sales
- How to Change a Quote to an Order
- How to Generate an Invoice
- How to Keep track of Paperwork