Support

Support - Webinar Training Sessions

Tailored Solutions is offering Webinar Training Sessions for the most user-requested topics. Sign up today for the session(s) that fits your needs. The webinar format allows you to choose the time that works for you and your staff without having to leave the office.

Call 414-774-9997 or email training@tailored.com for pricing, available times and to sign up.

The following 90 minute sessions will be offered on a reoccurring basis -

Introduction to the Label Traxx Wiki (free 30 minute session)

• What is a Wiki?
• Getting access
• Searching
• Printing
• Downloading reports and other files
• Adding your own pages

Estimating - An overview on setting up and using the Estimating module

• Press Settings - How to define a press and establish running rates and speeds
• User defined - Including Make Ready options to handle special press setups
• Slowdowns and % mods - Compensating for different run lengths and special situations
• Rewinder - how to setup a rewind record
• Post Press - Other types of equipment or processes that can be added for operations after the press run
• Estimate flow - Entering your estimate data: selecting press, tools, stocks, colors, etc...
• Estimate Reports: Letter, Estimate Details
• Margins - Setting Up Profit Adjust
• Price Tuning - Override the calculated price

Stock Material Handling - Configuring and using roll stocks

• Setting up constructions - Entering roll stock records
• Volume price breaks - Setting price breaks for material purchases
• Stock price increases - Handling price changes and adjustments
• Purchase Orders - Ordering and receiving roll materials
• Regular - Using standard Purchase Orders for roll stock purchases
• Electronic - Interfacing your Purchase Orders with your vendors electronically
• Allocating - Assigning materials to jobs
• Slit Requests - Handling slit requests for existing material records
• Inventory - How to take periodic inventory counts
• Labeling rolls - Identifying your individual rolls with tracking numbers and labels
• Partial Roll Returns - Returning unused material on a roll and updating job costs

Scheduling - Using the scheduling module to improve your work flow

• Ticket Status - Looking up the status of an order
• Drag and Drop press loading - Easy ways to update your schedule
• Production Status - See where your ticket status is in production
• Multi Press - Using the Multi Schedule tab to view all presses
• Prep Status - Check the status of all open products on all open tickets
• Capacity Planning - Building capacity standards to
• Data collection integration - Using Data collection information to update schedules
• Reports - Scheduling reports and how they are used
• Who does what? - Taking responsibility for your schedule

Order entry work flow

• Distributor/Enduser - Defining how distributors and end users work together
• Ticket/Product relations - How custom and stock products relate in the ticket
• Quick Ticket - Using this to speed up ticket entry
• Group ID in Products - Grouping similar products and applying changes
• Generic Product - Using generic products in a ticket to add additional items or charges
• Carton Label Printing - How to print carton and core labels
• Blanket Orders - Setting up and using blanket orders
• Purchase Orders - handling internal and external requirements

Data Collection

• Time Clock - How to use the Job Costing module to collect time and material information
• Press Time Clock
• Finishing Time Clock
• Scanning rolls to a job
• Logging materials to a job
• Computers needed - Hardware requirements for data collection
• ABC uses - Using Activity Based Costs to track your real costs
• Est vs Act - Comparing estimated costs to actual costs from data collection
• Time Card Reports - Daily, Ticket, Payroll and Profitability reports
• Sample super reports

Introduction to Report Writing

• Introduction to Quick Reports - Why use a Quick Report?
• Basic Quick Reports - How to build and use Quick Reports
• Intro to SuperReports - A look at SuperReports and how they can maximize your reporting options
• Install a report - How to install a Quick Report or SuperReport
• Find and install a report from the Wiki - Using Label Traxx reports already built for you
• Modify the report - Changing your reports to meet your unique requirements
• How to request a report to be built - Defining your report needs for your internal or external report writers

Server Maintenance and Back Up

• Where are files stored - default install paths, data folder, backup location
• Hardware specs - operatings systems, RAM, hard drive space, laser printers
• Back up scheduling - best time to do backups, sync with tape or offsite backup
• Log files - what does it do, how to manage
• 4D Tools - when and how to use it to correct data issues
• Datacheck - another data management tool with more detailed reporting options than 4D Tools
• Back Up procedures - what to backup, where, when. How many sets to keep?
• Testing Back ups - how to restore a backup and check its integrity

Stock Products

• What are Stock Products and how should I use them?
• Creating Stock Products - How to define and add specs to Stock Products
• Stock Product Estimates - Using estimates to price stock product orders
• Pull Tickets - Using tickets to ship stock products and update inventory
• Custom Products - Linking Stock Products and Custom Products
• Purchasing - Using generic purchase orders for stock products
• Kits - Creating kits that combine different stock products

Accounts Receivable

• AR Setup - Accounting Preferences
• Sales Tax - Setup Types, Regions and Assign
• Invoicing - How to enter Invoices, Credit and Debit Memos
• AR Aging - Customization and Reports
• Cash Receipts - Entering checks, credit cards and pre-payments
• Commissions - Reviewing and revising commissions for paid receipts
• AR Maintenance - Applying credits, handling write-offs and opening balances

Accounts Payable

• AP Invoices - Entering and updating or modifying due dates
• AP Aging - Viewing your AP aging
• AP Balances - Creating opening balances and maintaining existing balances
• Write offs - How to write off an AP invoice
• Checks - Printing computer checks or entering manual checks
• Bank Reconciliation - Creating and reporting on your reconciliation

General Ledger

• Chart of accounts - Entering and editing your chart of accounts
• Accounting Periods - Managing the status of your accounting periods
• GL Budgets - How to import and compare
• Journal Entries - Working with and viewing your entries
• Accounting Reports - Creating and printing accounting reports and financial statements
• At a Glance - Checking your sales trends and cash position easily