Product & Labor Catalogs

PS-104: Multiple Installer Rates (1 hour class)

Keep your multiple installer job costing accurate and more efficient through the labor catalog! This class is designed to give you easier access to your individual installers’ pricing agreements and job cost them effectively on the work order.

By the end of this class you will have learned the following:

How to set up multiple installer rates per labor type category

The difference between house Rates & Installer Rates

How to use them on Work Orders

How this affects the Sales Agreement & job costing

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PS-106: Labels and Scanners (1 hour class)

Create quick sales quicker and manage your sample checkouts with barcode scanning! This class is designed around showroom management for quickly checking out and in samples as well as creating cash sales through quick sale.

By the end of this class you will have learned the following:

Trigger Scanner set up (USB)

Marrying UPC barcodes to product ID numbers in product catalog

Using the trigger scanner for quick sales

Printing barcode product labels from the product catalog

Using the trigger scanner for sample check out/check in

Printing barcode inventory labels

Using the trigger scanner with inventory barcode label for quick sales

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PS-200: Revising Product Catalog (1 hour class)

Let the product catalog work for you and make large category revisions with ease! This class is designed to maximize your product catalog experience with large data revisions and stock inventory communication.

By the end of this class you will have learned the following:

Using & modifying cut & roll prices

Putting products on sale

Setting peak & reorder levels

Disabling PO creation for stock items (stock Pos can still be created)

Inventory to order report

Making changes

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PS-203: Basics of B2B (2 hour class)

Accurate pricing instantly with Business to Business technology! This class is designed to introduce you to the basics of B2B technology within the system.

By the end of this class you will have learned the following:

How to initiate the B2B download

How to work with the bridge file & review the download information

How to match downloaded products with existing product catalog data

How to import the B2B download into the product catalog

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PS-204: Introduction to Kit Building (1 hour class)

Help your staff to remember the little things! This class is designed to make quote building a faster, more effective tool to remembering the peripheral materials and presenting subtotal descriptions to clients.

By the end of this class you will have learned the following:

Building a Kit in the Product catalog

Using the Product Kit in a quote

Building a Generic Quote, Sales Agreement or Invoice using the Kit feature

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Pacific Solutions' education programs are eligible for WFCA scholarship funds. For more information, call, email, or visit WFCA's website:

800.624.6880

www.wfca-pro.org

wfca@wfca.org

 
 

16990 Via Tazon, Suite 122, San Diego, CA 92127 - Phone: 800.400.4927 - Fax: 858.675.9377
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