Course
00 - Getting Started with Inform
Inform
00 - Getting Started with Inform
01 - Foundations of Inform ERP - Creating Sales Orders
Inform
01 - Foundations of Inform ERP - Creating Sales Orders
In this course you will learn the foundations of sales order entry in Inform ERP, which includes: Navigating the Sales Order screen Entering different types of orders Commonly used functions in order entry Searching for orders
02 - Foundations of Inform ERP - Procurement in Sales Order Entry
Inform
02 - Foundations of Inform ERP - Procurement in Sales Order Entry

This course will walk your through some of commonly used options of procuring product for back ordered items on a sales order. You will learn:

1. How Inform ERP calculates product availability

2. Requesting to purchase a back ordered item

3. Create...

03 - Foundations of Inform ERP - Purchasing
Inform
03 - Foundations of Inform ERP - Purchasing

In this course you will learn how to create purchase orders based on demand, manual PO entry, and managing purchase orders. You will learn:

1. How to generate a purchase order through the Projected Purchase Order screen.

2. Manually create a...

04 - Foundations of Inform ERP - Shipping and Receiving
Inform
04 - Foundations of Inform ERP - Shipping and Receiving
In this course you will learn the functions and features for shipping and receiving inventory, this includes: Shipment Confirmation Scheduling Deliveries Stock Receipts Managing Backorders
05 - Foundations of Inform ERP - Finalizing Orders
Inform
05 - Foundations of Inform ERP - Finalizing Orders
Learn to post on account invoices and reconcile point of sale.
06 - Foundations of Inform ERP - Accounts Receivable
Inform
06 - Foundations of Inform ERP - Accounts Receivable
This course will review how to enter various cash receipts and run aging reports.
Access Levels in Inform ERP
Inform
Access Levels in Inform ERP

Learn how to manage what areas users can access and what they functions they can do in Inform ERP.

Set Up Users in Inform ERP
Inform
Set Up Users in Inform ERP

Learn to set up your users in Inform ERP to complete transactions, send emails, and get notifications as needed for their role.

Setup and Run ACH Vendor Payments
Inform
Setup and Run ACH Vendor Payments
Learn to set up and vendors and run ACH payments files in Inform ERP.

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