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Vision Release 10.3.5 General Release What's New

All Vision Users

This lesson explains new features in Vision 10.3.5 release.

Vision Release (OP) 10.3.5 General Release What's New

All Vision Users

This lesson explains new features in Vision 10.3.5 release (OP).

Vision Release 9.6.6 General Release What's New

All Vision Users

This lesson explains new features in Vision 9.6.6 release.

What is new in Accounts Payable

Accounts Payable Users

This lesson explains new features in the Accounts Payable screen.

Working with the GUI Accounts Payable tab

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.

8.3 Accounts Payable

Accounts Payable Users

Vision 8.3 Accounts Payable.

Vision GUI Cash Application

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.

8.3 Accounts Receivable

Accounts Receivable Users

Vision 8.3 Accounts Receivable.

8.3 Accounts Receivable Statements

Accounts Receivables Users

Vision 8.3 Accounts Receivable Statements.

Vision 8.2 Auto Preview

All Auto Vision Users

Vision 8.2 Auto Preview.

Vision 8.2 OP Preview

All OP Vision Users

Vision 8.2 OP Preview.

Logging on to your Vision system

All Vision users

Learn how to fill out the log-on screen to connect to your Vision system and start Vision.

Refreshing your data cache

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.

Tab display

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.

My Links

All Vision users

Customize the hyperlinks in the My Links area on the Home Page screen of the Home Page tab:

  • Add new links.
  • Delete existing links.
  • Rename links.

Calendar, Company News, and Special Alerts

All Vision users

Use the Calendar, the Company News, and the Special Alerts areas on the Home Page screen of the Home Page tab.

Setting the display options for the Home Page screen

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.

Creating follow-up activities from the Home Page screen

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.

Taking action on follow-up activities

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.

Using the Print option on the Home Page screen

All Vision users

On the Home Page screen of the Home Page tab, use the Print option to print your follow-up activities.

Searching for a customer on the Home Page tab

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.

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.

Setting the Vision Back Office cursor

All Vision users

 

Set the blinking, block, or default underline cursor characteristics on the Vision Terminal Interface screen of the Home Page tab.

CRM Management

CRM Administrators/Users

Vision CRM Management.

EOD/EOM Administration & Management

System Administrators

Vision EOD/EOM Administration & Management.

Setting a customer profile Icon

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.

8.3 Customer Service

Customer Service Users

Vision 8.3 Customer Service.

Vision Pricing (beginning)

Pricing Managers

Vision Pricing (beginning)

Vision Step Pricing

Pricing Managers

You can assign multiple discounts and discount types for the parts in a certain part group, based on price ranges you select.

Vision AR Volume Discount

Pricing Managers

Vision AR volume discount procedure.

Vision Family pricing

Pricing Managers

You can set up quantity break pricing on entire part families, not just on individual parts.

Vision Psychological Pricing

Pricing Managers

Vision Psychological Pricing.

Quantity Break Pricing

Pricing Managers

Quantity Break Pricing.

Best of pricing

Pricing Managers

Best of pricing.

Stock Replishenment details

Purchasing Users

Vision Stock Replishenment Preview.

Automotive Advanced Purchasing

Purchasing Users

Advanced Purchasing for Automotive Customers.

3-Way Match

Purchasing Users

3-Way Match - Electronic ASN & Invoice Processing.

Beginning Wintegrate/Query

Reporting Users

wIntegrate Scripts & query.

Advanced Query / wIntegrate

Reporting Users

Advanced Query / wIntegrate.

8.3 Sales

Sales

Vision 8.3 Sales.

8.3 Warehouse Management

Warehouse Management

Vision 8.3 Warehouse Management.

Vision Upgrade Instructions

Office Products  Sys Admins

Vision Upgrade Instructions

Vision Upgrade Instructions

Automotive Products  Sys Admins

Vision Upgrade Instructions