Category:Tailwind CMS Training Videos

From Tailwind Wiki

Contents 1 Training Videos 1.1 Server Installation 1.2 Server Upgrade 1.3 Client Installation 1.4 First Time Login 1.5 List Functionality 1.6 Form Etiquette 1.7 Personnel Entry 1.8 System Configuration - Company Information 1.9 System Configuration - Customers/Vendors 1.10 QuickBooks Setup 1.11 QuickBooks Import 1.12 Customer Entry 1.13 Carrier Entry 1.14 Order Entry 1.15 Dispatch Entry 1.16 Invoicing 1.17 Cash Receipts 1.18 Vendor Pay

Training Videos

Server Installation

• This video discusses the procedure when installing the Server component of Tailwind:Server Installation Video
• For more information visit HOWTO: Install the Tailwind CMS 5.x Server.

Server Upgrade

• This video discusses the procedure when upgrading the CMS database to the latest version of Tailwind: Server Upgrade Video
• For more information visit HOWTO: Upgrade Tailwind CMS.

Client Installation

• This video discusses the procedure when installing the Client component of Tailwind: Client Installation Video
• For more information visit HOWTO: Install the Tailwind CMS 5.x Client.
• If you experience any issues with the client installation visit the Client Connectivity Troubleshooter video

First Time Login

• This video discusses the procedure when logging into your CMS database for the first time: First Time Login Video
• For more information visit HOWTO: Login to CMS for the First Time.

List Functionality

• This video discusses the functionality benefits and shortcuts associated to our list based modules: Lists Video
• For more information visit Lists.
  • NEW FEATURE in 5.5 - Customizable Lists: Customizable Lists
  • As well as the following guide Customizable List Templates User Guide

Form Etiquette

• This video discusses the functionality and use of forms in CMS. (video under development)

Personnel Entry

• This video discusses the entry of new employee (non-driver) Personnel records: Personnel Entry Video
• For more information visit:
  • Personnel or
  • HOWTO: Create a New Personnel Record.

System Configuration - Company Information

• This video discusses the setup of your Company Information in the System Configuration of Tailwind: System Configuration - Company Information Video
• For more inforamtion visit:
  • System Configuration 5.0 or
  • Company Information

System Configuration - Customers/Vendors

• This video discussed the meanings of the flags Customer/Vendors section of the System Configuration: System Configuration - Customers/Vendors
• For more information visit:
  • System Configuration 5.0 or
  • Customer/Vendor Settings

QuickBooks Setup

• This video discusses the process of setting up Tailwind and QuickBooks such that they can sync with each other: QuickBooks Setup
• For more information visit:
  • Accounting Synchronization

QuickBooks Import

• This video discusses the process of importing customer and vendor records from QuickBooks to Tailwind: QuickBooks Import
• For more information visit:
  • Accounting Synchronization

Customer Entry

• This video discusses the entry of new Customer records: Customer Entry Video
• For more information visit:
  • Customers or
  • HOWTO: Create a New Customer Record

Carrier Entry

• This video discusses the entry of new Carrier records: Carrier Entry Video
• For more information visit:
  • Vendors or
  • HOWTO: Create a New Vendor Record

Order Entry

• This video discusses the entry of new Order/Invoice records: Order Entry Video
• For more information visit:
  • Invoices or
  • HOWTO: Create a New Order

Dispatch Entry

• This video discusses the entry of new Dispatch records: Dispatch Entry Video
• This video discusses a more complex Dispatch scenario, including drops and switches: Advanced Dispatch Video
• For more information visit:
  • Dispatch or
  • HOWTO: Create a New Dispatch

Invoicing

• This video discusses the process of Invoicing: Invoicing Process Video
• For more information visit:
  • Invoicing List or
  • HOWTO: Approve Orders for Invoicing

Cash Receipts

• This video discusses the process of receiving payment from customers: Cash Receipt Video

Vendor Pay

• This video discusses the process of paying vendors: Vendor Pay Video
• For more information visit:
  • Vendor Pay or
  • HOWTO: Generate Vendor Cheques