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Training Videos
Access these helpful tutorials for a refresher |
Installing PhotoOne
Video Library:
- Word Merge
- Creating Document Templates
- What do the codes mean/Where can I get them?
- How do I use templates? What are my options?
- What is a style file and when to use it
- Importing and Exporting
- Importing Client Lists
- Viewing the list in excel to make sure it's good
- Labeling the columns for ease of import
- Exporting for other programs
- Workflow
- How to determine what steps to include without micro-managing
- How to setup workflow and what the settings mean
- Day to day tracking your orders through the studio
- How to use WF reports
- Batching
- Job Costing
- How to setup PhotoOne to report Job costs, including documenting costs on WF
- Running Job Cost Report (see also Cash Reports)
- Reports
- Status Report
- Orders Ready
- Orders Due
- Proof Status
- Sales Reports
- Sales by Category/Type - What the settings mean and how you determine what to select
- Sales by Item
- Sales by Promotion
- Cash Reports
- Receipts by Period
- Job Cost Reports
- Outstanding Balance
- End of Day reports to balance cash receipts
- X and Z Reports
- Credit Card Batch Reports
- Browse by Z and Reprint Z
- Time Clock
- Adding employees, punches, correcting mistakes, printing time sheets
- Exporting Time cards
- Calendar
- Global options
- Adding new calendars
- Tagging and un-tagging columns
- Rescheduling by drag and drop
- Rescheduling by copy / paste
- Using the shoe box
- Syncing P1 to Outlook, Syncing Outlook to P1
- DIS
- Setup/Configure
- Icons – what are they and what do they do?
- Finding/Adding Customers
- Adding/Opening Orders
- Importing Images
- Placing the Order
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