Implementation Course

This course will walk you though the Connected Business implementation process via a series of short, easy to follow videos.


Course Overview

Welcome to the Connected Business implementation course!

In this course we will walk you through the various steps you need to take in order to configure your copy of Connected Business for your company.

This course is made up of 10 Lessons. To make the lessons as simple as possible, each lesson includes a series of short, easy to follow videos. The Lessons have a total of 65 videos with a running time of 3:36:43 however many of the videos are optional based on your deployment (cloud vs on-premise) and configuration needs.

This course is not designed to substitute an experienced implementation professional and we highly recommend that you work with one of our partners through this process to guide you to success.

You can start the course by clicking the video screenshot on the first course on the right (in the course list).

Course List:

Lesson 1: 5 Videos (29:46)

Video 1 (2:47)
Company Setup Preparation
Video 2 (14:01)
How to increase your Connected Business Performance
Video 3 (1:30)
Import Manager
Video 4 (8:48)
Understanding Class Templates
Video 5 (2:40)
Understanding Methods and Groups

Lesson 2: 5 Videos (22:47)

Video 1 (8:03)
Install the Core Application
Video 2 (2:49)
New Company Wizard
Video 3 (3:16)
Configure The Website in IIS
Video 4 (3:25)
Configure The Website’s Connections To The Database
Video 5 (3:14)
Email Account Setup-Install the email service

Lesson 3 3 Videos (7:41)

Video 1 (1:06)
Company Checklist
Video 2 (3:14)
Location Details
Video 3 (3:21)
Preferences

Lesson 4 2 Videos (10:32)

Video 1 (4:49)
User Roles
Video 2 (5:43)
User Accounts

Lesson 5 13 Videos (43:18)

Video 1 (1:47)
Accounting Setup Preparation
Video 2 (2:15)
Accounting Periods
Video 3 (1:43)
Accounting Account Codes - Default
Video 4 (3:05)
Accounting Account Codes - Custom
Video 5 (3:21)
Accounting Account Codes - Segmented
Video 6 (2:30)
Accounting Default Accounts
Video 7 (7:27)
GL Class Templates
Video 8 (4:17)
Accounting Tax Setup Preparation
Video 9 (6:39)
Tax Scheme Examples
Video 10 (3:30)
Tax Components
Video 11 (2:26)
Tax Scheme
Video 12 (1:51)
Accounting Preferences
Video 13 (2:27)
Opening Trial Balance

Lesson 6 9 Videos (22:27)

Video 1 (2:16)
Bank Detail
Video 2 (1:49)
Bank Account Detail
Video 3 (2:27)
Payment Gateway
Video 4 (2:17)
Payment Types
Video 5 (4:07)
Payment Terms
Video 6 (3:18)
Payment Term Group
Video 7 (2:19)
Multi-Currency
Video 8 (1:31)
Banking Preference
Video 9 (2:23)
Bank Account Opening Balances

Lesson 7 7 Videos (15:04)

Video 1 (2:45)
Shiping Module Overview
Video 2 (1:40)
Shiping Carrier 
Video 3 (2:57)
Shiping Method 
Video 4 (1:48)
Shiping Method Groups
Video 5 (1:50)
Shiping Configuration
Video 6 (1:54)
Shiping Packaging
Video 7 (2:10)
Shiping Certification

Lesson 8 7 Videos (28:03)

Video 1 (3:25)
Sales Rep Groups
Video 2 (4:32)
Bill-to Class Templates
Video 3 (4:36)
Ship-to Class Templates
Video 4 (3:48)
New Customer Wizard
Video 5 (3:32)
Import Customer
Video 6 (5:22)
Customer Preferences 
Video 7 (2:48)
Customer Opening Balance

Lesson 9 6 Videos (22:59)

Video 1 (2:00)
Payment Method
Video 2 (2:37)
GL Class Template
Video 3 (4:26)
Supplier Class Template
Video 4 (5:28)
Import
Video 5 (5:41)
Supplier Preferences
Video 6 (2:47)
Supplier Opening Balances

Lesson 10 18 Videos (1:06:39)

Video 1 (1:55)
Item Category
Video 2 (2:02)
Unit Measure
Video 3 (1:28)
Selling Currencies
Video 4 (3:32)
Selling Languages
Video 5 (1:37)
Item Class Templates
Video 6 (1:45)
Item Matrix Attribute
Video 7 (4:03)
Create Non Stock Items
Video 8 (4:47)
Create Matrix
Video 9 (3:59)
Create Service Items
Video 10 (5:02)
Create Kit Items
Video 11 (2:34)
Create Bundle Item
Video 12 (3:05)
Create Assembly
Video 13 (3:34)
Create Electronic Download Items 
Video 14 (3:34)
Create Gift Certificates 
Video 15 (3:43)
Create Gift Cards 
Video 16 (15:52)
Import stock items
Video 17 (2:03)
Inventory preference
Video 18 (2:00)
Item Opening Balance