1 / 116

KEEP MOVING It's Your Business V10 to V11

KEEP MOVING It's Your Business V10 to V11. Purpose – this course looks at moving from simPRO V10 to simPRO V11: Specifically, it has been designed for users with a good working knowledge of V10. By the end of the course you should be able to:. Introduction Objective.

joel-lloyd
Télécharger la présentation

KEEP MOVING It's Your Business V10 to V11

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. KEEP MOVING It's Your Business V10 to V11

  2. Purpose – this course looks at moving from simPRO V10 to simPRO V11: Specifically, it has been designed for users with a good working knowledge of V10. By the end of the course you should be able to: Introduction Objective • Understand the differences between V10 and V11 with respect to: • navigation of V11 menus • new for V11 • differing terminology between V10 and V11 • follow processes for V11

  3. Navigation & Glossary Help System Setup Invoicing & Financials Cards Jobs & Scheduling Purchasing & Parts

  4. Help System Setup Navigation & Glossary Invoicing & Financials Cards Jobs & Scheduling Purchasing & Parts

  5. SOME New Features in V11: • Vertical Nav • arrow navigation, right of screen, quick link to top, menu and bottom of a page • Dashboard • customisable home page • Global Search • search for anything and everything in simPRO, jobs, people etc • Purchasing Stages • way of categorising catalogue items, an example is rough in, fit off stages 

  6. New Features in V11: • Apps • integrated applications which add functionality to simPRO  • simPRO Store • used to download Apps • third party developers have the ability to add functionality to simPRO • Utilities • additional functionality purchased often for specific industries

  7. Some new navigation functions: Vertical Nav

  8. Some new navigation functions: Global Searching

  9. Some new navigation functions: Mega Menus

  10. Some new navigation functions: Finish / Save Buttons

  11. Some new navigation functions: Right Click Menus

  12. Some new navigation functions: Breadcrumbs

  13. SOME New Functions / Features • Partial stock quantities • Subgroups and Groups • Drag Handles • Drag and drop attachments • WYSIWYG tools • More info buttons • Test readings in the Maintenance Planner • Modify Table view • Scheduling from the week/month view • Graphs on jobs and quotes • Project Planning and Overview • Saved Searches • A single PO for multiple jobs • Recommendations in the Maintenance Planner

  14. Navigation

  15. Navigation - Banner Menu

  16. Navigation - Admin Menu

  17. Navigation - Main Menu and Global Search

  18. Navigation & Glossary Live Demo

  19. Navigation & Glossary Exercises

  20. Navigation & Glossary - Summary You should be able to: • Understand the importance of the new glossary in terms of training and support • Be fluent in the terms that have changed from V10 • Demonstrate ability to use the new V11 terms in real world situations

  21. Navigation & Glossary Help System Setup Invoicing & Financials Cards Jobs & Scheduling Purchasing & Parts

  22. Important Information • Requirements for V10 to V11 upgrade • The actual process for updating • Form Setup - backing up existing form information • On site server requirements • Customisation requirements

  23. Important Information • Additional Modules for V11 • POS • Contractor Portal • Employee Portal • Customer Portal  • Call Centre • CMP  • simTRAC  • Mobile (Link, Connect, Digital Pens, NaturalForms) To help us better prepare you for your transition to V11, on the handout provided, please enter your company name, if you use mobility applications or additional modules and the accounting package you currently use.

  24. System System Setup Defaults Mobile Company

  25. System • System Setup •  Security Groups

  26. Security Groups Live Demo Note: Current profiles are not transferred when upgrading from V10 to V11. Employee security groups and permissions will need to be set up. For more information on what is and what isn't transferred with the upgrade visit http://v11.simpro.com.au/faq/

  27. System • System Setup - Tags • Replaces Identifiers • Project and Customer Tags

  28. System • System Setup - Custom Fields • Customers • Sites • Employees • Contractors • Suppliers

  29. System • System Setup • Asset Builder

  30. System • System Setup • Asset Builder

  31. System • System Setup • Asset Builder

  32. System • System Setup • Purchasing Stages A Purchasing Stage is used to categorise catalogue items for purchasing.

  33. System • Defaults - System • Timezones

  34. System Defaults - Extensions

  35. Overview - Forms Setup FORMS

  36. Overview - Forms FORMS

  37. Overview - Quote/Job Detail Form Template Select blocks to add to the quote detail form FORMS

  38. Overview - Quote/Job Detail Form FORMS

  39. Overview - Quote/Job Detail Form PDF FORMS

  40. Setup Exercises

  41. Setup - Summary You should be able to: • Demonstrate an understanding of the new security groups, and know that there is no migration from V10 (all security is setup from scratch) • Demonstrate an understanding how the timezone setting affects the system time with respect to daylight savings • Be able to set up custom fields and understand when they might be useful • Understand what purchase stages are • Know what extensions are available and how to activate/deactivate them • Gain an understanding of tags and when they might be useful

  42. Navigation & Glossary Help System Setup Cards Invoicing & Financials Jobs & Scheduling Purchasing & Parts

  43. Card Files Customer Cards - Grouping of data on tabs and pages.

  44. Card Files Site Cards

  45. Card Files Site Cards

  46. Card Files Site Cards

  47. Card Files Supplier Cards

  48. Card Files Employee Cards

More Related