Lizzy Learning Center – Parts Rep

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• 0.0 ) How To Watch The Videos (2:16 min)
• 0.1 ) Quick Overview (2:07 min)

Section 1

• 1.1 ) Locating Customers (2:41 min)
• 1.2 ) Creating A New Customer (2:37 min)
• 1.3 ) Locating Invoices (1:45 min)
• 1.4 ) Creating An Invoice (0:45 min)
• 1.5 ) Checking Part Prices (1:34 min)
• 1.6 ) Adding BillTo / ShipTo Information (1:51 min)
• 1.7 ) Uploading a CSV File to a Purchase Order (1:51 min)

Section 2

• 2.1 ) Adding Part To Invoice (2:37 min)
• 2.2 ) Checking Part Availability (1:43 min)
• 2.3 ) Cashing Out (2:44 min)
• 2.4 ) Giving Discounts (2:23 min)
• 2.5 ) Pulling Parts For Service (4:31 min)
• 2.6 ) Delivering Parts To Service (1:32 min)
• 2.7 ) Holding Parts For Customer (2:56 min)
• 2.8 ) Changing Over The Counter to Shipment Invoice (1:28 min)
• 2.9 ) Moving Parts To Service For Installation (3:32)

Section 3

• 3.1 ) Selling Special Order Items (0:58 min)
• 3.2 ) Handling Customer Deposits (1:59 min)
• 3.3 ) Importance of Cashing Out (1:06 min)
• 3.4 ) Answering Customer Requests (1:27 min)
• 3.5 ) Delivering Items To Customer (2:16 min)
• 3.6 ) Cancelling Special Orders (4:16 min)
• 3.7 ) Processing Cancelled Items (1:48 min)
• 3.8 ) The Returns Bin Overview (2:13 min)
• 3.9 ) Processing The Returns Bin (2:45 min)
• 3.10 ) Changing A Special Order To A Drop Ship (2:18 min)
• 3.11 ) Refunding A Customer Deposits (1:57)
• 3.12 ) Changing A Parts Bin Location (1:06)

Section 4

• 4.1 ) Adding & Working With “Also Sells” (2:53 min)
• 4.2 ) Reviewing Cross References (1:09 min)
• 4.3 ) Reviewing Supersessions (1:21 min)
• 4.4 ) Attaching A Part To A Serialized Unit (1:46 min)
• 4.5 ) A Faster Way To Tag A Part “Return To Supplier” (1:53 min)
• 4.6 ) Performing A Refund (2:06 min)
• 4.7 ) Handling Battery Cores (6:10 min)
• 4.8 ) Adding Tire Disposal Fee (Excise Tax) On The Fly (2:24)

Gift Cards:

• 5.1 ) Setting Up Gift Cards(2:35 min)
• 5.2 ) Selling A Gift Card And Charging It(2:35 min)
• 5.3 ) Using A Gift Card To Purchase Items (0:57 min)

Advanced:

• 6.1 ) Researching an Item (2:29 min)
• 6.2 ) Tracking Missed Sales (2:29 min)
• 6.3 ) PartStream Interface (4:15 min)
• 6.4 )  PartsFetch Usage (8:15 min)
• 6.5 ) Requesting Parts From Another Location (2:01 min)