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Food Connex Cloud
Setup and Training |
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Task Description |
Estimated Hours |
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Initial Setup (Customer Responsibilities prior to
Training #1) |
1 |
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Present Login Information/ Review Browser
Requirements Step 1: Download FireFox Web Browser – Click Here Step 2: Log into
Food Connex Cloud – (use login information sent to you in your Welcome Letter) Click Here Step 3: Bookmark
Food Connex Cloud site as a favorite in FireFox (Choose
Bookmarks menu in FireFox). Step 4: Download and install iTivity from – Click Here Step
5: Download the
Item Conversion Spreadsheet from the Food Connex Cloud online help library: Click Here And watch the Item Setup How-To
Video from the Food Connex Cloud online help library: Click Here |
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Quickbooks Setup & Review of Online Help- including use
of video instruction |
1 |
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WebConnector Setup, Initial Sync, Config
Setup of GL Accounts Step 1: Review Online help site Online help
site: Click
Here Review Company Setup, Insist on QB backup & excel output of customers and addresses. Double Check that your QuickBooks
version will be compatible with linking to Food Connex Cloud. Check the list of compatible QuickBooks
versions on the Food Connex Cloud online help library: Click Here Step 2: Watch all
3 Quickbooks Introduction videos on the Food Connex Cloud
online help library prior to scheduling the Food Connex Cloud Support Rep to do the
installation: Click Here Step 3: Download
the GL Account .PDF from the Food Connex Cloud online help library -- this will be
used during this training session: Click Here |
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Pricing |
2.5 |
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After item import and QB Setups
are complete, contact Food Connex Cloud Support Rep. to schedule pricing training. |
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Review customer sub files + Customer File Step1: Review the
Food Connex Cloud online help library FAQ document on how Food Connex Cloud will interface
with Quickbooks and the Customer file: Click Here |
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Training on Daily System Processing: |
2.75 |
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Order Management Watch online videos
from Food Connex Cloud online help library for order entry processing: Click Here On hand training will
follow. |
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Order Entry Watch online videos
from Food Connex Cloud online help library for order entry processing: On hand training will follow. Click Here |
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Pick Tickets Watch online videos
from Food Connex Cloud online help library for order entry processing: On hand
training will follow. Click Here |
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Ship Watch online videos
from Food Connex Cloud online help library for order entry processing: On hand training
will follow. Click Here |
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Invoice Watch online videos
from Food Connex Cloud online help library for order entry processing: On hand
training will follow. Click Here |
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Post Watch online videos
from Food Connex Cloud online help library for order entry processing: On hand training will follow. Click Here |
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Sales Management, Reporting and Inquiries Watch online sales
reporting video: On hand training will follow. Click Here |
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Training for Inventory Processing: |
2.75 |
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Physical Count - On hand training
will follow. See Video Online for Overview of Physical Count Process Click
Here |
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Processing Receipts & Adjustments to Inventory |
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Posting |
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Reporting / Inquiries |
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Total
Estimated Hours of Training: |
10 |