Lumber Expert How-To Videos

Maintain


  • Create Product IDs
    • This video shows you everything you need to know on creating and copying product IDs/SKUs.

Order Processing

  • Order Entry
    • Direct Sale
      • This video walks you through entering an order from Trader Expert, List of Accounts.  Keep in mind Order Entry in Trader Expert is the exact same Order Entry in Lumber Expert!
    • Purchase for Inventory
      • This video walks you through entering an order from Trader Expert, List of Accounts.  Keep in mind Order Entry in Trader Expert is the exact same Order Entry in Lumber Expert!
    • Sale from Inventory Inquiry Part 1
      • This video details the non-tagged inventory inquiry, specifically averaged inventory.
    • Sale from Inventory Inquiry Part 2
      • This video details creating an order when there is not enough stock in inventory,
  • Pulling Order Number From the System
    • This video details the steps required to activate the ability to have the system issue order numbers.
  • User-Defined Dates
    • Need to track more dates than what’s available in Order Entry?  This video details how to add up to five additional dates into the order entry module.

Inventory

  • Inventory Tracking Options
    • This video shows the differences in the three types of Inventory Tracking available in Lumber Expert: Average, Inbound Order, Tagged Inventory

  • Averaged Inventory
    • Receipts
      • This video shows the mechanics of entering an inventory receipt detailing all aspects of the receipt including how to receive in a tally vs a piece count item.  
        Please watch this video first before watching the Inventory Receipts - inbound inventory video
  
  • Inbound Inventory
    • Receipts
      • This video adds on to the averaged inventory video above highlighting the differences between averaged and inbound inventory.  Mechanics are the same!  Please watch the Inventory Receipts - Averaged video before watching this video.
 
  • Prorations
    • This video shows the ins and outs of prorating costs over an inventory location/warehouse.

  • Inventory Inquiry
    • 1:  Averaged
      • This video details the non-tagged inventory inquiry, specifically averaged inventory.
    • 2: Averaged
      • This video details creating an order when there is not enough stock in inventory

Tagged Inventory

  • Tag Receipts
    • This video shows how to receive inventory into a tagged location/warehouse.

  • Tag Shipments
    • This video reviews the order created in the above “Order Entry - Sale from Inventory” video and shows the steps to enter an inventory shipment and create an invoice to the customer.  This video also gives a high-level overview of Order Status.