Transcript:
Welcome, what I’d like to begin with today is a simple overview of the PrintVis Dynamics 365 Business Central user interface. When you first log into the system you're greeted with a custom roll center everything on the screen is customizable to your users so that they only see the information they need to see. One of the first things that will pop out is the activity center which shows exactly what they are responsible for at any given time. You have the cases responsible, the cases that they're the coordinator on the number of cases that are delayed, the number of cases that have been completed and any outstanding purchases that need approval. Below that are other areas for features such as sales orders and returns and an area for user tasks that can be assigned to the users of a group of users in your PrintVis system. Additional fields are available for customer lists reports and enabling the Power BI link to enable more in-depth reports based on the information in your PrintVis system. Back at the top of the screen is the ribbon where everything is accessible across the top you'll have your company name and then the various areas of the software. The PrintVis case management menu, the sales management menu with customers and sales orders purchasing or purchase orders and vendor control inventory for item management item tracking, journal entries and physical journals any posted documents the user has access to and then any other items that they have access to. There's also a simple menu across the top that's more of a quick menu to enable the user to get to case management, project management, or order monitoring with the click of a button. Next to the headline we have an action center which has some of the more frequently used items in the software such as the case request case quote case order to create a new case in the system as well as a quick quote and then sales quote or sales order if you're using a sales order system and any links to tasks or user history. At this point I'd like to just give a quick view of the case management system when you click case management you're brought to the list of cases in PrintVis this is every job or quote that has been entered into the system whether it is in process or invoiced and archived this is where everything is done. You do have the ability to filter this view based on the cases you're responsible for the cases you're the coordinator for or any other of the available items on the case for instance if you wanted to filter by customer for instance to filter by Pressonian the Pressonian customer we select sell-to-name as the filter and then enter in Pressonian and you can view just the cases that have been enter for that customer. You want to filter by status. It's the same process, you select status and enter the status description and then you can see anything that's still outstanding as a request, anything that is in printing, and you are able to use wildcards in this search as well. In the PrintVis system everything happens inside of a case so all of your production jobs and quotes are handled inside of a case. To create a new case it's as simple as clicking new and that creates the case card and then here we go in and we would select our customer and or in the job information and we can create our estimate on our request form from that point. From this screen we’re also able to select the job and move it through the system by clicking change status, and now our quote has become an order at that point an order is generated and it's available to move to the next section which would be scheduling in this case or planning. To view any quotes that are currently outstanding you just click on the case number and the quote appears. To get back to the home screen or the main role center all you need to do is click on the company name and the upper left corner and you'll be taken back to your roll center.