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WB01: Product Lines, Chart of Accounts, Interests

Find out why your Chart of Accounts, Product Lines and Marketing Interests should be aligned – even if you’re not planning on using Marketing right away. Decide how detailed your Chart of Accounts should be, determine Product Line set up; connect your Product Lines to your Chart of Accounts and Marketing Interests, and know when you should schedule a CPA consultation.



WB02: Stock Sites and Inventory Movement

Review Stock Sites and Distribution Methods, and how these components of Evosus help you automate stock movement using Store Stock Site Relationships. “Order By” and “Sell By” Units of Measure will be discussed, as well as planning for a Physical Count to get your beginning inventory quantities into Evosus.



WB03: Employees and Securities

Learn how to set up your employees in Evosus manually, or by importing via spreadsheet. Next, we’ll take a look at setting up login credentials for your employees, levels of security permissions, and individual and group permissions. Finally, there will be a brief overview of Evosus System Parameters, and a quick look at managing employee time.



WB04: Service and Delivery

Efficiently manage your Service and Delivery tasks in Evosus by setting up your Categories, Types, and Requests based on your business processes. Utilize the Tech Skills Matrix, Schedule Rules, and Routing features to propel your scheduling proficiency to a whole new level!



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In about an hour, we can walk you through a live, personalized demo that gives you an opportunity to ask questions and address your organization's specific needs.

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