Productivity hacks

Videos in this playlist include:

Clear User State

Rather than clearing your entire user state and reconfiguring all your user interfaces if your screen layouts get confused as you switch between environments, it is possible to clear portions of your user state, rather than the whole lot. The ability to reset your entire user state is also available for when you do want to start from scratch.

Vision Search

Vision Search gives you the ability to find transactions, customers, serial and lot numbers, CRM activities, jobs, service items, fixed assets and much more. There are a number of commands available to make searching easier. Find exactly how to narrow down your search by hitting F1 to open up the online help, which gives you a comprehensive list of what’s available. You can even add your own bespoke searches.

Help Functions

We've talked about the F1 key and contextual help files in previous videos. In this video, we show you some of the other ways to navigate help functions in Sybiz Vision ERP.

Hyperlinks in Custom Grids

Hyperlink functionality has been added to custom grids enabling access to URLs, files and emailing — just another way we’re making Sybiz Vision ERP even more versatile.

Timesheet Import

Sybiz Vision includes the ability to import service and job costing timesheet entries from spreadsheets or CSV files. You can import one or many timesheet files into a single transaction and the business rules will still apply, allowing you to quickly identify and correct imported information prior to processing.

Breakpoints

Get more out of your Sybiz Vision solution by using Workflow Breakpoints. Extend the functionality of Sybiz Vision and customise the software to your specific needs. If you can think of it, Breakpoints can help you create it.

UI Overview

This video provides customers an insight in to some of the user interface and interaction change.

Documents and Images

With the ability to store documents and images within Sybiz Vision, you're able to create a single, managed library for all your mission critical documents. Add multiple images to products, jobs and fixed assets with ease.

Conditional Formatting

Use the power of conditional formatting to visually distinguish your data how you need it. Conditional formatting is available for transactions, lists and analytics, including custom analytics and grids.

Clear Change Log

The Sybiz Vision change log is a great tool in providing visibility as to who has changed what and when. The Clear Change Log function allows the change log data to be purged based on a user supplied date for areas of their choosing. Once the change log has been cleared the data will no longer be available in the live database prior to the date it was cleared to. As such, it is highly recommended to take and retain a backup prior to clearing the change log.

Back To Back Ordering

Back to Back Ordering in Sybiz Vision enables automated purchasing from Sales Orders. One Sales Order can generate one or many Purchase Orders. A variety of options allow you to tailor when and how your Back to Back Orders are generated and processed.

Information Panels

Quickly access additional information about customers, suppliers, jobs, products and general ledger items in the transaction processing screens by hitting the F9 key. Access the edit or enquiry screens directly from the information panels to gain even more information.

Touch Mode

Touch Mode reimagines Sybiz Vision to be compatible with touch-enabled devices. Larger buttons, shortcuts and the whole Sybiz Vision experience available on the go makes it great for all areas of your business.

Cloning Records

New, similar records can be created quickly with the 'New From' button in Sybiz Vision. Here's a couple of tips to improve how you can use this great feature. The same functionality is available for transactions too!

Copy Transactions

Creating new projects, products, customers, suppliers and more is a breeze with the ability to create new records from existing records. Select the record you wish to base the new record on and make the relevant changes. It’s that simple.

Create Templates from Transactions

Sometimes you can't predict what will be a common transaction until you’ve processed it several times. That’s why Sybiz Vision allows templates to be generated easily from previous transactions.

Multi-select, auto-filter & save filter on grids

Improve your productivity with the knowledge of how to customise your experience and interact with standard grids in Sybiz Vision.

Tabbed Workspace

Your Sybiz Vision window can be customised to show multiple grids, analytics or windows in a variety of formats to see what's relevant to your role. Each user's settings will persist, meaning it'll be the same when you next log in!

Special Price Export and Import

Some things are better done simply. When it comes time for a price update, you have the ability to export special prices to a spreadsheet for quick and easy modification before re-importing back in to Sybiz Vision.

Transaction Tips and Tricks

Learn tips and tricks in Sybiz Vision transaction screens, including lookups, enquiring on records or making edits from within transactions, clearing out fields, opening saved transactions, adding documents, invoicing all items, removing ordered lines, previewing transaction documents and make use of pre-defined templates.

CRM Overview

Sybiz Vision's CRM capability is integrated right across the solution, making it even easier to log CRM actions on the fly. This overview video shows how Sybiz Vision’s CRM capability helps your business keep track of customer and supplier interactions to create a seamless and professional experience.

Quick Launch

The Quick Launch option helps you access functionality and reports from anywhere in your Sybiz Vision solution instantly, rather than navigating through the menu system. If you want to know how to quickly search through your records and transactions, you can watch our video on Vision Search.

Ribbon Keyboard Shortcuts

Easily access menu items in Sybiz Vision and Sybiz Visipay using your keyboard with ribbon keyboard shortcuts.

Mass Delete Wizard

A Mass Delete Wizard gives users the ability to delete large amounts of data in Sybiz Vision quickly and easily to the extent that data will not compromise the integrity of the system. This is especially time-saving for managing product lines and price scales.  Users simply export their chosen data, retain the items they wish to delete and then import the deletion candidate data back in using the Mass Delete Wizard. Where records could not be deleted, the wizard provides a downloadable file for user review.