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flooring Archives - Comp-U-Floor

Comp-U-Floor® ERP Company Information Flags – Options Tab 4 – Right Side

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We will review the Company Information Flags – Options Tab 4, specifically focusing on the Right of screen.

This session is targeted for Advanced Comp-U-Floor users with Administration access.

This session is targeted for ALL Comp-U-Floor users who manage Installations, or other scheduling duties. you would like more information about this or other sessions, contact our sales department at 407-539-1800 x 230 or sales@ayaassociates.com.

If you would like to Pre-Register for this Session Click Here“.

Comp-U-Floor® Web and Mobile ERP – Mobile App

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We will review the Mobile App on the new Web ERP platform covering specific features and functionality.

Review Basic use for Estimators, Delivery Drivers, or Installers.

Schedule labor via Comp-U-Floor® online scheduler.

Review functionality of Mobile App:

  • Calendar and Google Maps link

  • Order Listing

  • Document(s) access

  • Add pictures or other documents to order

  • Updating status

  • Other features

This session is targeted for ALL Comp-U-Floor users who manage Installations, or other scheduling duties. you would like more information about this or other sessions, contact our sales department at 407-539-1800 x 230 or sales@ayaassociates.com.

If you would like to Pre-Register for this Session Click Here“.

Comp-U-Floor® ERP Company Information Flags – Options Tab 4 – Left Side

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We will review the Company Information Flags – Options Tab 4, specifically focusing on the Left side of screen.

This session is targeted for Advanced Comp-U-Floor users with Administration access.

If you would like more information about this or other sessions, contact our sales department at 407-539-1800 x 230 or sales@ayaassociates.com.

If you would like to Pre-Register for this Session Click Here“.

Comp-U-Floor® ERP Webinar – Web ERP new features with Navigation Tips and Tricks

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We will review some of the new features in the Web ERP along with some Tips and Tricks to navigate the new system:

General Navigation

  • Login and logout to different connections (databases)
  • Function Key replacements (i.e. F3)
  • Search options (using SO search)
  • Smart Search
    • Multi filter
    • Sorting
    • Custom Grids

Sales Orders

  • Request release of open Sales Order by another users
  • Review Save Order Header (creates SO – not finalized)
  • Adding lines (will not be deleted if connection is lost or page closed)
  • F3, F9, F5, F6 replacements in Web ERP
  • Email options
    • Pulls email address from Customer Master
    • Spell check in text fields

Purchase Orders

  • New Linked PO screen
  • Canceling vs. deleting PO’s
  • PO history
  • Posting directly from Purchase Order to account Payable Reconciliation screen

Accounting

  • Daily Cash Reconciliation – auto create GL for credit card entries
    • Cash Reconciliation Report download
  • General Ledger
    • Multi-column journal entry search
    • Print of GL journal

Dashboards

  • Review access by Role
  • Basic review of each and options

Online Documentation

  • Access
  • User Manual
    • Review a couple of examples and how to navigate
  • Common Functionality
    • Tips and Tricks
    • Company Info Flags (COIN Flags)

Long Running server

  • Ability to run reports in the background and continue working
  • Notifications
  • History

This session is targeted for ALL Comp-U-Floor users who use the new Comp-U-Floor® Web ERP platform.

If you would like more information about this or other sessions, contact our sales department at 407-539-1800 x 230 or sales@ayaassociates.com.

If you would like to Pre-Register for this Session Click Here“.

Comp-U-Floor® ERP Company Information Flags – Options Tab 3 – Right Side

By | | No Comments

We will review the Company Information Flags – Options Tab 3, specifically focusing on the Right side of screen.

This session is targeted for Advanced Comp-U-Floor users with Administration access.

If you would like more information about this or other sessions, contact our sales department at 407-539-1800 x 230 or sales@ayaassociates.com.

If you would like to Pre-Register for this Session “Click Here“.