Deepa discussed the recent release of a different implementation of the furniture warranty system. She also explained the setup and management of warranties in their system, the different types of warranties available, and the process of creating an invoice for a combination of furniture and appliance warranties. Lastly, she discussed the functionality of their system, particularly in relation to warranty management and invoicing, and mentioned the possibility of automation with the OneShop sync.

Deepa discussed the changes in the service call creation process, including the ability to create a service ticket without associating a model number and the addition of a new feature where the type of payment is recorded. She also demonstrated the process of creating and managing service tickets, including adding notes, capturing signatures, generating invoices, and handling situations where a customer has multiple service tickets. Lastly, she discussed the implementation of a new system for tracking warranty claims and the updates to be made in all accounts.

In this group training session, Camryn showed invoices, sales returns, exchanges on non-serialized products, and receiving payments within the AltheaSuite sales module.

Deepa discussed various enhancements to their system, including in-house financing, digital price tags, and auto sync with OneShop website. She also detailed the sales process, invoicing, and the addition of serialized products to invoices, emphasizing the importance of not modifying invoices frequently. Lastly, she introduced a new setting to exclude step 2 of the delivery process and demonstrated how to manage sales processes, including loading and unloading trucks, and exporting data.

Nathan led a training session on creating purchase orders, adding items, and managing purchase documents, emphasizing the importance of accuracy and the ability to make corrections at any time. He also discussed the process of recording serial numbers, creating purchase returns, and the option to add a restocking fee. The conversation ended with a discussion on the generation of a QLN for received items, which was noted as a more complex process not covered in the current session.

Deepa presented on the purchase processes in AltheaSuite, aiming to provide training for both existing and new customers. She discussed the importance of product definition, SKU management, vendor allocation, and purchase lead dates in the purchase process, as well as the process of creating a purchase order and assigning a reorder rule. She also demonstrated how to generate purchase orders, manage revisions, and handle situations with multiple vendors.

Nathan demonstrated how to create a quotation, add items to a grid, capture a customer’s digital signature, and convert a quotation into an invoice. Additionally, he discussed the use of finance agencies in the sales module, managing invoices and payments, and upcoming training sessions led by Deepa.

Deepa detailed the enhancements and changes made to the service call module, including the new system for furniture warranties and the importance of categorizing products. She also demonstrated the process of creating and managing service calls, transferring payments, and managing invoices in their system.

Deepa announced the launch of a GPS tracking system for delivery trucks. AltheaSuite demonstrated how to track and monitor the performance of delivery trucks using GPS tracking, create delivery trips from orders or invoices, and use an updated feature in their sales order system. The team also discussed the setup of GPS tracking devices, the future review of digital price tags, and the setup for those who want to use the GPS tracking system.

Deepa led a meeting on managing orders, auto fulfillments, and notifications in the procurement process, including configuring safety stock levels and reorder rules. She demonstrated how to create and link purchase orders with customer orders, and emphasized the importance of associating customer orders with purchase orders and allocating stock and serial numbers to them. She also discussed the process of using sales orders and sales invoices, highlighting the automation available for sales orders but not for sales invoices, and demonstrated how to bulk update products in the system.

Deepa discussed the management of financial accounting in the Althea suite, including its automatic generation of a chart of accounts, logging of financial transactions, and features like bill payments, expense tracking, and vendor payments. They also explored the system’s reporting capabilities, including the generation of a complete balance sheet report, detailed reports on sales, margins, and expenses, and the ability to track performance and identify top-selling categories. Deepa encouraged attendees to set up one-on-one demos to explore the system further and to reach out for assistance in creating their chart of accounts and setting up commission reports.

Deepa introduced a new feature for handling customer requests for scratch and dent products, which includes creating new product modules, managing stock transactions, and handling sales returns. She also demonstrated how to create and manage different categories and expense accounts, using the example of a damaged mattress. Lastly, she presented a new process for managing serialized products, specifically air conditioners, and confirmed that this new module is available for addition to any account upon request.

Deepa provided a comprehensive demonstration on managing serial numbers in the Althea Suite, focusing on the process of adding and reallocating stock, creating sales orders and invoices, and handling orders from the delivery queue. She also discussed the importance of correct inventory management, the use of barcode scanning for efficiency and accuracy, and the challenges of dealing with extra digits in serial numbers from manufacturers. Lastly, she emphasized the need for minimizing data mismatches and announced a future training on managing scratch and dent.

Deepa led a comprehensive review of order management and fulfillment, demonstrating the use of the AltheaSuite for creating and receiving multiple orders, handling back orders, and managing products with and without serial numbers. She also showed the process of managing orders in a healthcare suite, creating a loading schedule for a delivery truck, and the benefits of using sales orders over sales invoices. The team was encouraged to use these workflows and settings to improve efficiency and accuracy in their operations.

Deepa discussed the enhancements to the delivery module in AltheaSuite, including real-time tracking, route optimization, and the ability to manage serial numbers in deliveries. She also demonstrated the creation of sales invoices, orders, and the handling of back orders, as well as the integration of a third-party route device. Lastly, she addressed questions regarding customization of routes, scheduling deliveries, and customer communication, and confirmed the availability of certain features.

Camryn provided a comprehensive overview of managing inventory stock in AltheaSuite, including stock transfers, reports, and the serial number module. She also addressed various challenges and issues raised by the team, such as managing exchanges of mattresses and electric power cords, and suggested potential solutions and workarounds. Lastly, she discussed the concept of prompts in sales processes and the need for mandatory customer emails, promising to look into these further and inviting everyone to the next training session.