Mon-Fri 8am-5pm PST 1-(800)-663-9798

Webinars

Adagio Accounting Software

Adagio BankRec

Webinar recorded on: Jul 21st, 2010

Adagio BankRec greatly simplifies the management of your bank accounts and cash balances. We'll review the integration with Adagio Receivables, Payables and payroll, including how to retrieve cash payments efficiently from Receivables 9.0. We'll cover entering and posting cash receipts (including printing an official receipt if necessary), and show how BankRec simplifies the processing of NSF checks. Finally, we'll demonstrate reconciling a bank account manually, and using Adagio BankRec's electronic reconciliation.

RECORDED VIDEO

Type: Product Overview
Module: Adagio BankRec

Please log in to view:

Username/Password Incorrect

Pre-recorded webinars not available to non-paid support plan users

Restricted Access

,
You must be on a paid-support plan to view this webinar. To learn more,
click here.

Username:

Password:

Forgot Password | Register

Play Video!

Adagio Common Features - Daily Maintenance

Webinar recorded on: Feb 23rd, 2011

This webinar is perfect for people considering purchasing or just getting started with any Adagio module. The presentation discusses features and benefits available throughout Adagio that may be done regularly, such as data file backups and integrity checking. Participants are shown how grid filters and styles can quickly identify records with special status. See how to keep track of date particular information by user, or generate pop-up messages when selecting records in specified functions. Update your records en masse by exporting them to an Excel spreadsheet, make changes or corrections and re-import just the changes back. And more�

RECORDED VIDEO

Type: General Training

Please log in to view:

Username/Password Incorrect

Restricted Access

,
You must be on a paid-support plan to view this webinar. To learn more,
click here.

Username:

Password:

Forgot Password | Register

Play Video!

Adagio Common Features - Transaction Entry

Webinar recorded on: Mar 9th, 2011

This webinar is perfect for people considering purchasing or just getting started with any Adagio module. The presentation discusses features and benefits available throughout Adagio related to transaction entry, such as driving entry with the keyboard and other tips for increasing efficiency. Participants are shown how to customize the data that grids display to quickly answer common inquiries. Find out how to use the SmartFinder as a simple report writer and export tool. See how security is implemented, and how you can keep users from accessing specialized functions. Learn how copying batches can save lots of time in repetitive entry. Find out how to speed the launching of an Adagio application. And more..

RECORDED VIDEO

Type: General Training

Please log in to view:

Username/Password Incorrect

Restricted Access

,
You must be on a paid-support plan to view this webinar. To learn more,
click here.

Username:

Password:

Forgot Password | Register

Play Video!

Adagio DataCare

Webinar recorded on: Sep 29th, 2010

Your company data is one of your most important assets � learn how to take care of it as best you can! Adagio DataCare will determine if there are any errors in the data for you, even unattended and overnight, and can fix those errors for you. Learn how to make backups and send emails depending on whether the data integrity was clean or had errors. Set up different checks to run at specific times, either as a delayed job or a Windows scheduled task, for any or all of Adagio program data. Compact the size of files to eliminate empty space and even improve performance.

RECORDED VIDEO

Type: Product Overview
Module: Adagio DataCare

Please log in to view:

Username/Password Incorrect

Restricted Access

,
You must be on a paid-support plan to view this webinar. To learn more,
click here.

Username:

Password:

Forgot Password | Register

Play Video!

Adagio Financial Reporter - Getting Started

Webinar recorded on: Oct 27th, 2010

Adagio�s award winning Financial Reporter is used in both Adagio Ledger and Adagio FX to create any kind of formatted financial statement you require. We�ll review the Designer tool bar and the various �Views� the reporter provides into the chart of accounts and departments. Using an existing statement, we�ll demonstrate the structure of a SmartSheet� and the flexibility it provides. Find out how the various SmartSheet commands (such as �.Range� and �.ColSpec�) work. We�ll show how to drag-and-drop accounts onto the statement to use it with any chart of accounts. Statement Groups allow you to automatically print a complete set of statements without operator intervention. Find out how they can completely automate your period end reporting requirements.

RECORDED VIDEO

Type: Product Overview
Level: Introduction
Module: Adagio Financial Reporter

Please log in to view:

Username/Password Incorrect

Restricted Access

,
You must be on a paid-support plan to view this webinar. To learn more,
click here.

Username:

Password:

Forgot Password | Register

Play Video!

Adagio Financial Reporter - Intermediate

Webinar recorded on: Nov 9th, 2011

This second webinar on the Adagio Financial Reporter builds on the "Getting Started" introduction and demonstrates some more advanced features. You'll see how to create departmental and 12 month comparatives. You'll find out how the .ColSpec and .Verify commands can simplify your statements. You'll see how easy it is to add calculations such as net variance and percent of total to your templates, and how to add rows and columns with a few mouse clicks. Make your statements shine with your company logo and then see how statement groups can completely automate your period end statement production and distribution.

RECORDED VIDEO

Type: General Training

Please log in to view:

Username/Password Incorrect

Restricted Access

,
You must be on a paid-support plan to view this webinar. To learn more,
click here.

Username:

Password:

Forgot Password | Register

(Video Unavailable)

Adagio Financial Reporter - Intermediate

Webinar recorded on: Nov 3rd, 2010

This second webinar on the Adagio Financial Reporter builds on the "Getting Started" introduction and demonstrates some more advanced features. You will see how to create departmental and 12 month comparatives. You will find out how the .ColSpec and .Verify commands can simplify your statements. You will see how easy it is to add calculations such as net variance and percent of total to your templates, and how to add rows and columns with a few mouse clicks. Make your statements shine with your company logo and then see how statement groups can completely automate your period end statement production and distribution.

RECORDED VIDEO

Type: Product Overview
Level: Intermediate
Module: Adagio Financial Reporter

Please log in to view:

Username/Password Incorrect

Restricted Access

,
You must be on a paid-support plan to view this webinar. To learn more,
click here.

Username:

Password:

Forgot Password | Register

Play Video!

Adagio Forms Designer, IN invoices

Webinar recorded on: Oct 13th, 2010

Adagio modules share a simple, yet powerful, drag-and-drop forms designer for creating customized checks, statements, invoices, credit notes and other company specific documents.

This webinar will give you the skills and confidence to make simple changes to your forms, such as inserting a new logo, seasonal greeting or adding a field from your data files.

Find out how to control the different sections in a form, insert a field, or change the presentation of dates to customize the forms you present to your clients.

This week's session will focus on the Invoices form designer for creating invoices and credit notes, and investigating how Item Styles allows flexible control on how item information is presented.

RECORDED VIDEO

Type: Product Overview
Module: Adagio Invoices

Please log in to view:

Username/Password Incorrect

Restricted Access

,
You must be on a paid-support plan to view this webinar. To learn more,
click here.

Username:

Password:

Forgot Password | Register

Play Video!

Adagio GridView - Advanced

Webinar recorded on: Feb 16th, 2011

This third seminar on Adagio GridView builds on the intermediate session, demonstrating powerful and technical features. We'll use named items to set up security to limit access to specific application data for your staff, and link information not stored in Adagio data. See how you can combine related information from multiple tables into a single view, just like creating your own composite table. Find out how to use sub-totals or grand totals in calculated columns or filters. Finally, learn how you can automate sending your workspaces directly to Excel from a single click, or unattended and overnight for larger files.

RECORDED VIDEO

Type: Product Overview
Level: Advanced
Module: Adagio GridView

Please log in to view:

Username/Password Incorrect

Restricted Access

,
You must be on a paid-support plan to view this webinar. To learn more,
click here.

Username:

Password:

Forgot Password | Register

Play Video!

Adagio GridView - Getting Started

Webinar recorded on: Jan 19th, 2011

Adagio GridView is the perfect ad hoc reporting tool for when you wish to provide someone with access to the accounting data, without providing them with access to the accounting programs themselves. We'll discuss how to create a basic View, including filtering, sorting and summarizing data. See how Views can be printed or sent to Excel for further analysis. We'll review where to find specific information in Adagio. This session is a must see for users of Adagio Inventory, SalesAnalysis, OrderEntry, JobCost or Time&Billing.

RECORDED VIDEO

Type: Product Overview
Level: Introduction
Module: Adagio GridView

Please log in to view:

Username/Password Incorrect

Restricted Access

,
You must be on a paid-support plan to view this webinar. To learn more,
click here.

Username:

Password:

Forgot Password | Register

Play Video!

Adagio GridView - Intermediate

Webinar recorded on: Feb 2nd, 2011

This second seminar on Adagio GridView builds on the introduction in the Getting Started session. We'll use calculated columns to select item segments for reporting. See how to link Views to create functional workspaces for your staff. Find out how to associate specific sequences with user selected Filters. Discover how to launch Workspaces from the desktop or an Adagio module Inquiry menu. This session is a must see for users of Adagio Inventory, SalesAnalysis, OrderEntry, JobCost or Time&Billing who have some experience working with GridView.

RECORDED VIDEO

Type: Product Overview
Level: Intermediate
Module: Adagio GridView

Please log in to view:

Username/Password Incorrect

Restricted Access

,
You must be on a paid-support plan to view this webinar. To learn more,
click here.

Username:

Password:

Forgot Password | Register

Play Video!

Adagio Inventory

Webinar recorded on: Jan 5th, 2011

Adagio Inventory is a complete multi-location stock management and control system which tracks purchases, receipts, shipments, returns and adjustments. We�ll step through adding a product and receiving quantities. We�ll review the different costing choices and see how COGS and revenue transactions flow through to Adagio Ledger. Find out how physical inventory works, and how item adjustments are used when quantity on hand doesn�t match what�s found in the warehouse. See how its flexible architecture allows you to customize its management reports to your needs, including re-ordering stock for separate locations.

RECORDED VIDEO

Type: Product Overview
Module: Adagio Inventory

Please log in to view:

Username/Password Incorrect

Restricted Access

,
You must be on a paid-support plan to view this webinar. To learn more,
click here.

Username:

Password:

Forgot Password | Register

Play Video!

Adagio Invoices

Webinar recorded on: Mar 30th, 2011

Adagio Invoices is the preferred invoicing solution for service industries. Its flexible invoice format and easy to explain invoicing model allow the ultimate flexibility in invoice presentation and pricing. We'll review the information carried in the Item table and see how it can be configured to speed data entry, provide running subtotals and calculate discounts or surcharges. We'll review the typical uses of archive batches, and see how company profile options can control document numbering and security. See how to update recurring invoices' pricing and other details automatically. Finally, we'll review the invoice history file, see how it can be used to create new invoices or credit notes, and easily search for invoices or items.

RECORDED VIDEO

Type: Product Overview
Module: Adagio Invoices

Please log in to view:

Username/Password Incorrect

Restricted Access

,
You must be on a paid-support plan to view this webinar. To learn more,
click here.

Username:

Password:

Forgot Password | Register

Play Video!

Adagio JobCost

Webinar recorded on: Apr 23rd, 2008

Adagio JobCost, integrated with Adagio Invoices, Payables and sometimes Payroll, provides the ideal analytical tool for determining project profitability and managing deferred revenue. We'll review the interfaces to the other modules, and how a new job and its estimates would be set up. We'll review the entry of cost and revenue batches and see how timecard entry can speed the recording of hours worked on a job. Company profile options that control how overheads are attributed will be reviewed.

RECORDED VIDEO

Type: Product Overview
Module: Adagio JobCost

Please log in to view:

Username/Password Incorrect

Restricted Access

,
You must be on a paid-support plan to view this webinar. To learn more,
click here.

Username:

Password:

Forgot Password | Register

Play Video!

Adagio Ledger

Webinar recorded on: Nov 16th, 2011

In the Adagio Ledger webinar, we'll describe the setup of a chart of accounts, and the information you need to add a new account. Find out how to automatically reallocate an account balance or quickly create new departments. Create budgets and forecasts to help manage your business. See how fast batch entry can be, and how to retrieve batches from other modules. We'll describe posting to the current, prior and next year, and how to unpost a batch posted in error and restore a batch deleted in error. Finally, we�ll cover how to make closed fiscal periods easier to maintain and use.

RECORDED VIDEO

Type: Product Overview
Module: Adagio Ledger

Please log in to view:

Username/Password Incorrect

Restricted Access

,
You must be on a paid-support plan to view this webinar. To learn more,
click here.

Username:

Password:

Forgot Password | Register

Play Video!

Adagio MultiCurrency

Webinar recorded on: Mar 2nd, 2011

This add-on to the Adagio suite allows easy and accurate maintenance of the accounting when you sell to or purchase from other countries with different currencies. Find out how to set up the exchange rate tables to have Adagio automatically determine the appropriate rate for transactions. See how transaction entry screens in various Adagio modules change when working in different currencies. Learn about how to use Revaluation as part of the Period or Yearly procedures and the reports and accounting affected by this process.

RECORDED VIDEO

Type: Product Overview
Module: Adagio MultiCurrency

Please log in to view:

Username/Password Incorrect

Restricted Access

,
You must be on a paid-support plan to view this webinar. To learn more,
click here.

Username:

Password:

Forgot Password | Register

Play Video!

Adagio OrderEntry

Webinar recorded on: Sep 1st, 2010

Adagio OrderEntry automates your company\'s sales order entry and invoicing process. It tracks orders, back orders, future orders and standing orders. Use its forms designer to print order confirmations, picking slips, invoices and credit notes. Adagio OrderEntry is specifically suited to a wholesale distribution style business and, when integrated with Adagio Inventory, easily manages stock levels and item costing. Find out how its flexible pricing matrix allows you to configure multiple price levels and special pricing. See how its inquiries assist in order completion. We�ll also spend a few minutes reviewing the features most recently added to the module when integrated with Adagio Receivables V9.0A.

RECORDED VIDEO

Type: Product Overview
Module: Adagio OrderEntry

Please log in to view:

Username/Password Incorrect

Restricted Access

,
You must be on a paid-support plan to view this webinar. To learn more,
click here.

Username:

Password:

Forgot Password | Register

Play Video!

Adagio Payables

Webinar recorded on: Nov 17th, 2010

Adagio Payables is a complete module for managing your vendor accounts and payments. Review the information being stored for each vendor, and see how optional fields can be used to tailor your data. Review the process for entering invoices and automatically generating checks to take advantage of early payment discounts. See how recurring invoice batches can minimize your data entry requirements. Find out the best place to use manual checks. Use the check reconciliation function to reverse a check and reinstate an invoice automatically. See how to pay your vendors electronically.

RECORDED VIDEO

Type: Product Overview
Module: Adagio Payables

Please log in to view:

Username/Password Incorrect

Restricted Access

,
You must be on a paid-support plan to view this webinar. To learn more,
click here.

Username:

Password:

Forgot Password | Register

Play Video!

Adagio PurchaseOrders

Webinar recorded on: Jul 24th, 2013

A sophisticated purchasing solution that integrates seamlessly with Adagio Accounting. Adagio Purchase Orders manages and tracks purchase orders from requisition to receipt of goods to cost adjustments. We'll investigate transaction entry when integrated to Adagio Payables and Ledger for standard purchasing and budgeting control, including project-level purchasing with Adagio JobCost. Include Adagio Inventory and OrderEntry in a distribution solution to manage item costing and to auto-generate purchase orders based on outstanding orders or low stock on hand.

RECORDED VIDEO

Type: Product Overview
Module: Adagio PurchaseOrders

Please log in to view:

Username/Password Incorrect

Restricted Access

,
You must be on a paid-support plan to view this webinar. To learn more,
click here.

Username:

Password:

Forgot Password | Register

Play Video!

Adagio Receivables

Webinar recorded on: Apr 13th, 2011

Adagio Receivables is a complete module for managing your customer accounts. Review the information being stored for each customer, and see how optional fields can be used to tailor your data. Find out how to place customers "On Hold" depending on their outstanding balance or account aging. Quickly apply cash and review the transactions necessary to reverse an NSF check. Charge your customer's interest to encourage prompt payment. Send statements via fax or e-mail to remind your customers of their outstanding accounts.

RECORDED VIDEO

Type: Product Overview
Module: Adagio Receivables

Please log in to view:

Username/Password Incorrect

Restricted Access

,
You must be on a paid-support plan to view this webinar. To learn more,
click here.

Username:

Password:

Forgot Password | Register

Play Video!

Adagio Report Sets and Favorites

Webinar recorded on: Dec 7th, 2011

Would you like to make printing reports in Adagio more efficient? Ensure that all regular reports are printed, none are missed, and even automated to print unattended and overnight? Many Adagio programs in the past 2 months have had upgrades released that incorporate Favorite Report settings and Report Set to make generating reports easier. Come and find out how you can further customize your reporting to have it work the best that it can.

RECORDED VIDEO

Type: General Training

Please log in to view:

Username/Password Incorrect

Restricted Access

,
You must be on a paid-support plan to view this webinar. To learn more,
click here.

Username:

Password:

Forgot Password | Register

(Video Unavailable)

Adagio SalesAnalysis

Webinar recorded on: Feb 3rd, 2010

Adagio SalesAnalysis quickly allows you to answer that most important question - "Who's buying what?" by automatically saving sales information from Adagio Invoices, Adagio OrderEntry or CounterSales. Find out about the information in the file, and how to load your transaction file with historical data. See how SalesAnalysis' online Inquiry function is a complete, easy to use, report writer for putting sales information in management hands. See how GridView can be used to add additional Inquiries to other Adagio modules.

RECORDED VIDEO

Type: Product Overview
Module: Adagio SalesAnalysis

Please log in to view:

Username/Password Incorrect

Restricted Access

,
You must be on a paid-support plan to view this webinar. To learn more,
click here.

Username:

Password:

Forgot Password | Register

Play Video!

Adagio SalesCQ

Webinar recorded on: Jul 7th, 2010

Adagio SalesCQ combines simple contact management and quote preparation in a single powerful module that integrates directly with Adagio Receivables and Adagio OrderEntry. Prospects can be turned into customers in a single click. Quotes can be turned into orders with the same ease. Callback dates and scan lists allow your sales staff to maximize their productivity by contacting your customers in a timely manner. We'll review the tools available for pricing a quote to maintain specific margins on individual items or an entire sale. We'll show how Adagio SalesCQ automatically interfaces with Microsoft Word to mail or e-mail introduction or cover letters. For companies without a contact management solution, or looking for a quotation management and preparation solution integrated with Adagio Inventory and Adagio OrderEntry, Adagio SalesCQ may provide the tools you need.

RECORDED VIDEO

Type: Product Overview
Module: Adagio SalesCQ

Please log in to view:

Username/Password Incorrect

Restricted Access

,
You must be on a paid-support plan to view this webinar. To learn more,
click here.

Username:

Password:

Forgot Password | Register

Play Video!

Adagio Year End Processing

Webinar recorded on: Nov 24th, 2010

This webinar will review the procedures to follow as you approach the end of your fiscal year. We�ll cover the processes required in Adagio Ledger, Payables, Receivables and BankRec to get ready for the new year�s entries and close the current year.

RECORDED VIDEO

Type: General Training

Please log in to view:

Username/Password Incorrect

Restricted Access

,
You must be on a paid-support plan to view this webinar. To learn more,
click here.

Username:

Password:

Forgot Password | Register

Play Video!

Common Features - Setup

Webinar recorded on: Feb 9th, 2011

Have you ever wanted to change the behavior of an Adagio module, or wandered around screens and wondered about the meaning of all the options? This webinar will review common company and user option settings in Adagio. Find out how to control the information being sent to Adagio Ledger and between integrated modules. Manage batches requirements for printing or posting. Customize the way the Adagio desktop appears and how reports are printed, just the way YOU like it. And more�

RECORDED VIDEO

Type: General Training
Level: Introduction

Please log in to view:

Username/Password Incorrect

Restricted Access

,
You must be on a paid-support plan to view this webinar. To learn more,
click here.

Username:

Password:

Forgot Password | Register

Play Video!

Community Living Associations & Adagio

Webinar recorded on: Nov 7th, 2012

This specialized presentation will describe the unique benefits that Adagio Accounting and PayDirt Payroll bring to Community Living organizations. We'll discuss the specific challenges faced by the accounting department, and show how Adagio's powerful financial reporter, simple batch entry and integrated modules combine to provide an accounting and reporting solution of unmatched flexibility and value. PayDirt Payroll is designed to handle the difficulties inherent in highly departmentalized organizations with unionized reporting requirements and integrates tightly with all the Adagio modules.

If you were unable to make the Adagio Community Living Expo held in September 2012, this presentation is for you. Or, if you would like to show your co-workers what you saw that day, this hour and a half presentation is a distillation of the material.

RECORDED VIDEO

Type: General Training
Level: Introduction

Username/Password Incorrect

Username:

Password:

Forgot Password | Register

Play Video!

Forms Designer, AP checks

Webinar recorded on: Mar 31st, 2010

RECORDED VIDEO

Type: Product Overview
Module: Adagio Payables

Please log in to view:

Username/Password Incorrect

Restricted Access

,
You must be on a paid-support plan to view this webinar. To learn more,
click here.

Username:

Password:

Forgot Password | Register

Play Video!

Forms Designer, AR statements

Webinar recorded on: Oct 14th, 2009

Adagio modules share a simple, yet powerful, drag-and-drop forms designer for creating customized checks, statements, invoices, credit notes and other company specific documents. This webinar will give you the skills and confidence to make simple changes to your forms, such as inserting a new logo, seasonal greeting or adding a field from your data files. Find out how to control the different sections in a form, insert a field, or change the presentation of dates to customize the forms you present to your clients.

RECORDED VIDEO

Type: Product Overview
Module: Adagio Receivables

Please log in to view:

Username/Password Incorrect

Restricted Access

,
You must be on a paid-support plan to view this webinar. To learn more,
click here.

Username:

Password:

Forgot Password | Register

Play Video!

Forms Designer, OE documents

Webinar recorded on: Jun 9th, 2010

Adagio modules share a simple, yet powerful, drag-and-drop forms designer for creating customized checks, statements, invoices, credit notes and other company specific documents.

This webinar will give you the skills and confidence to make simple changes to your forms, such as inserting a new logo, seasonal greeting or adding a field from your data files.

Find out how to control the different sections in a form, insert a field, or change the presentation of dates to customize the forms you present to your clients.

This week's session will focus on the Order Entry form designer for creating picking slips, order confirmations, invoices, and credit notes.

RECORDED VIDEO

Type: Product Overview
Module: Adagio OrderEntry

Please log in to view:

Username/Password Incorrect

Restricted Access

,
You must be on a paid-support plan to view this webinar. To learn more,
click here.

Username:

Password:

Forgot Password | Register

Play Video!

Introducing Adagio Console

Webinar recorded on: Jan 30th, 2014

Adagio Console is designed to ease the administration of larger Adagio sites managing a large user community, complex day end processes or remote office locations. Adagio Console allows you to:

Clone users, to quickly set up new users

Force users out of Adagio to perform module updates or data integrity checks, even when the user has left for the day

Copy user settings to multiple data sets, quickly propagating Grid and Email settings, Report Favorites and Sets and other Preferences

Automate repetitive tasks such as Day End or Batch Posting.

We'll show you how to create and use Automation commands, show best practices for using the Shutdown and Messaging, and run the various user maintenance features.

RECORDED VIDEO

Type: Product Overview
Level: Introduction
Module: Adagio Console
Version: 9.1A

Please log in to view:

Username/Password Incorrect

Restricted Access

,
You must be on a paid-support plan to view this webinar. To learn more,
click here.

Username:

Password:

Forgot Password | Register

Play Video!

Introducing Adagio DocStore

Webinar recorded on: Jan 11th, 2018

This month marks the official release of Adagio DocStore - a brand new Adagio module designed to minimize "quick questions" and trips to the filing cabinet.

Adagio DocStore allows you to attach any number of PDF documents to Adagio master files or transactions. Documents attached to transactions automatically flow through the accounting system and are available at the click of the mouse. Click on an invoice before approving payment. Drill down on an expense in the financial reporter and see the original invoice from Payables (or PurchaseOrders).

Adagio DocStore simplifies your filing.

RECORDED VIDEO

Type: New Release Overview
Module: Adagio DocStore
Version: 9.3A

Username/Password Incorrect

Username:

Password:

Forgot Password | Register

Play Video!

Order Fulfillment Automation for Adagio

Webinar recorded on: Sep 15th, 2010

Discover five key reasons to invest in Edisoft's integrated EDI solution with linXsoft's shipping tools for your Adagio OrderEntry/Inventory. Guest Speaker: Sharon Wood, CFO of Ultra Wheel Company.
Edisoft and linXsoft, Adagio Developer Partners, join forces to demonstrate electronic integration with Adagio, from EDI to shipping. Kelvin Takhar, VP of Sales at Edisoft, Sal Bloch, CEO at linXsoft, and guest speaker Sharon Wood, CFO at Ultra Wheel, discuss how an integrated solution with Edisoft�s EDI suite and linXsoft shipping products has reduced costs and enabled Ultra Wheel to expand its business.
Hear directly from Sharon as she describes the benefits of the solution and learn how the �out of the box� products from Edisoft and linXsoft have enabled Ultra Wheel to successfully achieve end to end order fulfillment automation, eliminating re-keying of shipping information to produce waybills and other forms.

RECORDED VIDEO

Type: General Training

Username/Password Incorrect

Username:

Password:

Forgot Password | Register

Play Video!

Transacting Business with North49 and Adagio

Webinar recorded on: Jul 22nd, 2015

North49 and Softrak have partnered to help move your revenue-generating business to the web. We will demonstrate how a B2B Webstore can take orders for products, membership fees, subscription services and more. Also explained is the accounting integration - and how sales transactions automatically flow through to your accounting system. Your customers can place orders on their time, from any desktop or mobile device.

This webinar will cover typical processes for B2B webstore transactions. We will show how customers can make on-account or credit card purchases. The Webstore knows if a customer is on credit hold. Your customers may view their account details and order history through a private Customer Portal. Your sales team may look up customer activity through their Salesperson Portal.

Speakers:
Etienne Grobler, President
North49

Bruce Nunn, Director of Marketing
Softrak Systems

This informative webinar walks you through the business considerations and technical overview for operating a B2B Webstore that is fully integrated with your accounting system.

We look forward to welcoming you at the webinar!

RECORDED VIDEO

Type: General Training
Level: Introduction

Username/Password Incorrect

Username:

Password:

Forgot Password | Register

Play Video!

Softrak presents a series of webinars for both new and experienced Adagio users, for controllers, managers, or data entry personnel. At only 45 minutes to an hour, these sessions have something for everyone, and can easily fit into a busy day - no traffic to fight, no parking to find!