The more you work with your EZ Process Pro system, the more you’ll find that 3 specific functions drive all other functionality in the system: Sales, Ordering, and Shipping. This series is designed to walk you through the basics of these steps so that you can see how they interact with one another and how a Sale moves through the process.
Video Transcript
As this series comes to an end, we hope that these videos illuminated how Sales, Ordering, and Shipping work together in EZ Process Pro to provide a seamless point of sale. The sales function makes it easy to find items for a client and take payment; the Ordering function controls the inventory and purchasing of items on behalf of clients, and the Shipping function creates an airtight method for making sure clients get the items they bought on time and with full clarity into the process.
These functions build on one another and also expand into other parts of the software. Sales can track your Marketing campaigns. Ordering ties into Accounting. Shipping connects to your DispatchTrack integration. This is only the tip of the iceberg for how these functions affect each other in EZ Process Pro.
Now that you understand the processes, let’s look at what next steps you can take from here if you would like to continue on your journey to learn more about EZ Process Pro:
- Follow these videos to create, order for, and deliver your own sale in our training system. You have access to a free training system when you sign up with EZ Process Pro. If you would like to get into the system to try following the videos, contact your Customer Success Representative for more information.
- Dig into further video lessons and KB articles to broaden your knowledge on these functions and find more methods to streamline your EZ Pro Processes. In the description or webpage of this video, you will find links to see further information and education about these EZ Process Pro functions. These will go in depth about the different options on each page and other methods for doing the same process.
- Review your EZ Process Pro settings to make sure they are optimized for your business. EZ Process Pro is heavily customizable to allow the greatest flexibility possible for companies to create a system that best suits their workflow. You can do a settings refresh to see if there is anything you want to do differently in System Settings, your Catalogs, or other Integrated Partners such as DispatchTrack, Guardsman, or Equifax.
We hope these videos are helpful, and allow you to smoothly create the system you need for your business.