Click one of the links below to watch a Vision training video. Additional videos will be added in the future, so check back periodically for new topics.
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Video |
Who should view this video? |
What will this video help you do? |
All Vision Users |
This lesson explains new features in Vision 10.3.5 release. |
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All Vision Users |
This lesson explains new features in Vision 10.3.5 release (OP). |
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All Vision Users |
This lesson explains new features in Vision 9.6.6 release. |
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Accounts Payable Users |
This lesson explains new features in the Accounts Payable screen. |
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Accounts Payable Users |
Create vouchers to setup supplies and parts purchase orders for payment and audit your vendor invoice costs on the Accounts Payable tab. |
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Accounts Payable Users |
Vision 8.3 Accounts Payable. |
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Accounts Receivable Users |
The Cash Application screen lets you enter A/R transactions and controls batches of transactions. All A/R transactions must be added to batches, then the batches can be posted by saving the batch. |
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Accounts Receivable Users |
Vision 8.3 Accounts Receivable. |
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Accounts Receivables Users |
Vision 8.3 Accounts Receivable Statements. |
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All Auto Vision Users |
Vision 8.2 Auto Preview. |
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All OP Vision Users |
Vision 8.2 OP Preview. |
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All Vision users |
Learn how to fill out the log-on screen to connect to your Vision system and start Vision. |
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All Vision users |
The first time you log on to your Vision system after it has been upgraded, you'll need to refresh your data cache. |
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All Vision users |
Learn that your user ID, and its associated roles and job functions, control which tabs and screens are displayed when you log on to Vision. |
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All Vision users |
Customize the hyperlinks in the My Links area on the Home Page screen of the Home Page tab:
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All Vision users |
Use the Calendar, the Company News, and the Special Alerts areas on the Home Page screen of the Home Page tab. |
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All Vision users |
Set display options for the activities listed in My Follow-up queue on the Home Page screen of the Home Page tab. |
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All Vision users |
On the Home Page screen of the Home Page tab, create follow-up activities that are either linked to a customer or not linked; route the follow-ups to individuals in your organization. |
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All Vision users |
On the Home Page screen of the Home Page tab, take action on your specific follow-up activities to remove them from your follow-up queue. |
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All Vision users |
On the Home Page screen of the Home Page tab, use the Print option to print your follow-up activities. |
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All Vision users |
Use the search options on the Search screen or the Home Page screen of the Home Page tab to find a particular customer or prospect. |
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Accessing the Terminal Interface screen on the Home Page tab |
All Vision users |
Access to Vision Back Office, the non-graphical or character-based areas (sometimes called text-based area or green screen) of Vision from the Terminal Interface screen of the Home Page tab. |
All Vision users |
Set the blinking, block, or default underline cursor characteristics on the Vision Terminal Interface screen of the Home Page tab. |
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CRM Administrators/Users |
Vision CRM Management. |
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System Administrators |
Vision EOD/EOM Administration & Management. |
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Customer Maintenance Users |
Set the CRM customer profile Icon that displays on the Customer Service and Customer Maintenance tabs from the Master screen on the Customer Maintenance tab. |
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Customer Service Users |
Vision 8.3 Customer Service. |
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Pricing Managers |
Vision Pricing (beginning) |
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Pricing Managers |
You can assign multiple discounts and discount types for the parts in a certain part group, based on price ranges you select. |
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Pricing Managers |
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Pricing Managers |
You can set up quantity break pricing on entire part families, not just on individual parts. |
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Pricing Managers |
Vision Psychological Pricing. |
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Pricing Managers |
Quantity Break Pricing. |
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Pricing Managers |
Best of pricing. |
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Purchasing Users |
Vision Stock Replishenment Preview. |
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Purchasing Users |
Advanced Purchasing for Automotive Customers. |
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Purchasing Users |
3-Way Match - Electronic ASN & Invoice Processing. |
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Reporting Users |
wIntegrate Scripts & query. |
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Reporting Users |
Advanced Query / wIntegrate. |
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Sales |
Vision 8.3 Sales. |
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Warehouse Management |
Vision 8.3 Warehouse Management. |
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Office Products Sys Admins |
Vision Upgrade Instructions |
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Automotive Products Sys Admins |
Vision Upgrade Instructions |