EZ Process Pro | Knowledge Base

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EZ Process Pro | Knowledge Base

🎓 Training & Best Practices

🎓 Training & Best Practices

New to EZ Process Pro? Here you can learn all about the various processes in EZ Process Pro.

🏁 Intro to EZ Process Pro

Intro to EZ Process Pro | System Login

Login Page Time Clock

Welcome Page

🧩 Core Functions

Core Functions | Intro

Core Functions | Sales

Core Functions | Ordering

Core Functions | Shipping

Core Functions | Summary

Core Functions | Test Your Knowledge

Quick Overview | Sale, Ordering, Receiving, and Delivering

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💼 Sales

Sales Overview

Sales Training | "Make New Sale" Options Explained

Sales Training | Full Catalog Sale

Sales Training | In Stock Sale

Sales Training | Quick Sale By Item

Sales Training | Quick Sale By Group

Sales Training | Checkout Process

Sales Cheat Sheet

Overview | Special Order Sale with Custom Items

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📝 Ordering

Ordering Terminology Guide

Ordering Overview | The Reservation Process

Ordering Overview | The Ordering Process

Ordering Training | 1. Identifying Items That Need to be Ordered

Ordering Training | 2. Adding Customer Order Items to a Purchase Order

Ordering Training | 3. Adding Stock Items to a Purchase Order

Ordering Training | 4. Finalizing and Sending a Purchase Order to the Vendor

Ordering Cheat Sheet

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📥 Receiving

Receiving Terminology Guide

Receiving Training | 1. Viewing Non-Received Purchase Orders

Receiving Training | 2. Setting ETAs for Incoming Purchase Orders

Receiving Training | 3. Entering Shipment Details: Shiplist #, Container #, and Ship Date

Receiving Training | 4. Printing Barcodes and Price Tags Before Receiving Inventory

Receiving Training | 5. Prepaying a Purchase Order

Receiving Training | 6a. Receiving and Closing Out a Single Purchase Order

Receiving Training | 6b. Partially Receiving a Purchase Order

Receiving Training | 6c. Receiving Multiple Purchase Orders at Once

Receiving Training | 7. Voiding a Purchase Order

Receiving Training | 8. Paying Vendor Invoices

Receiving Cheat Sheet

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📦 Shipping

Shipping Terminology Guide

Shipping Paper Flow Process

Shipping Training | Finding Paid Sales Without a Scheduled Delivery Date

Shipping Training | Generating a Call List for Confirming Next Day Deliveries

Shipping Training | Create a Pick List for Scheduled Deliveries

Shipping Training | Deliver Items

Shipping Training | Customer Pickups

Shipping Training | Returning to a Customer's Home for a Missed Item

Shipping Training | Handling Returns - All Items on Sale Are Being Returned with no Exchange for Alternative Product

Shipping Training | Handling Returns - Only a Portion of the Items Sold Are Being Returned

Shipping Training | Processing Product Exchanges

Shipping Training | Managing Repairs and Service

Shipping Training | Transferring Items Between Locations

Shipping Cheat Sheet

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🏧 Worldpay (Integrated Payment Processing)

Worldpay Training | Recording a Payment

Worldpay Training | Void a Payment

Worldpay Training | Refunding a Payment

Worldpay Training | Identifying Integrated Payments and Refunds

Manually Enter Card Number

Using EZ Charge Without a Sale

World Pay Knowledge Base and Common Questions

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📊 Accounting

Accounting Training | Intro

Accounting Training | System Settings

Accounting Training | Setup Part 1

Accounting Training | Setup Part 2

Accounting Training | Track Money Receipts report

Accounting Training | Financial Reports - Revenue, Expense, & Accounts Receivable

Accounting Training | Accounts Payable - enter and pay invoices

Accounting Training | Paying Sales Tax

Accounting Training | Paying Credit Card invoices

Accounting Training | Non-Taxable Sales

Accounting Training | Store and Vendor credits

Accounting Training | Bank Ledger

Accounting Training | Income Statements

Accounting Training | Balance Sheet and General Ledger

Accounting Training | Unconfirmed Receivables & Partially Delivered Sales

Accounting Training | Asset & Inventory Movement Reports

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💰 Payroll

Payroll Training | Timeclock

📖 Training Materials

Department and Duties in the System

Matrix of what Team Members are a Good Fit and Which are not

Trouble Ticket Priority Levels

Lock Down Your Warehouse

System Test

Pay Commission

Pre-Training Resources and Materials

The Eisenhower Matrix

Sale Case Example

Test Questions for Sales Training

Training Test

To Prepare For Training

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✅ Best Practices

To Clean Up and Manage Key Departments in the System - Best Practices

Using a Cash Drawer

Examples of Receipt Fine Print and Delivery Memo Fine Print

Paper Flow for Receipts and Memos (if you want to keep paper)

Best Practices for Pulling Details from EZ Process Pro for Warranty Reporting

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