KEEP MOVING It's Your Business V10 to V11

1. KEEP MOVING It's Your Business V10 to V11

2. Purpose – this course looks at moving from simPRO V10 to simPRO V11: Specifically, it has been designed for users with a good working knowledge of V10. By the end of the course you should be able to: Introduction Objective • Understand the differences between V10 and V11 with respect to: • navigation of V11 menus • new for V11 • differing terminology between V10 and V11 • follow processes for V11

3. Navigation & Glossary Help System Setup Invoicing & Financials Cards Jobs & Scheduling Purchasing & Parts

4. Help System Setup Navigation & Glossary Invoicing & Financials Cards Jobs & Scheduling Purchasing & Parts

7. SOME New Features in V11: • Vertical Nav • arrow navigation, right of screen, quick link to top, menu and bottom of a page • Dashboard • customisable home page • Global Search • search for anything and everything in simPRO, jobs, people etc • Purchasing Stages • way of categorising catalogue items, an example is rough in, fit off stages 

8. New Features in V11: • Apps • integrated applications which add functionality to simPRO  • simPRO Store • used to download Apps • third party developers have the ability to add functionality to simPRO • Utilities • additional functionality purchased often for specific industries

9. Some new navigation functions: Vertical Nav

10. Some new navigation functions: Global Searching

11. Some new navigation functions: Mega Menus

12. Some new navigation functions: Finish / Save Buttons

13. Some new navigation functions: Right Click Menus

14. Some new navigation functions: Breadcrumbs

15. SOME New Functions / Features • Partial stock quantities • Subgroups and Groups • Drag Handles • Drag and drop attachments • WYSIWYG tools • More info buttons • Test readings in the Maintenance Planner • Modify Table view • Scheduling from the week/month view • Graphs on jobs and quotes • Project Planning and Overview • Saved Searches • A single PO for multiple jobs • Recommendations in the Maintenance Planner

16. Navigation

17. Navigation - Banner Menu

18. Navigation - Admin Menu

19. Navigation - Main Menu and Global Search

20. Navigation & Glossary Live Demo

21. Navigation & Glossary Exercises

22. Navigation & Glossary - Summary You should be able to: • Understand the importance of the new glossary in terms of training and support • Be fluent in the terms that have changed from V10 • Demonstrate ability to use the new V11 terms in real world situations

23. Navigation & Glossary Help System Setup Invoicing & Financials Cards Jobs & Scheduling Purchasing & Parts

24. Important Information • Requirements for V10 to V11 upgrade • The actual process for updating • Form Setup - backing up existing form information • On site server requirements • Customisation requirements

25. Important Information • Additional Modules for V11 • POS • Contractor Portal • Employee Portal • Customer Portal  • Call Centre • CMP  • simTRAC  • Mobile (Link, Connect, Digital Pens, NaturalForms) To help us better prepare you for your transition to V11, on the handout provided, please enter your company name, if you use mobility applications or additional modules and the accounting package you currently use.

26. System System Setup Defaults Mobile Company

27. System • System Setup •  Security Groups

28. Security Groups Live Demo Note: Current profiles are not transferred when upgrading from V10 to V11. Employee security groups and permissions will need to be set up. For more information on what is and what isn't transferred with the upgrade visit http://v11.simpro.com.au/faq/

29. System • System Setup - Tags • Replaces Identifiers • Project and Customer Tags

30. System • System Setup - Custom Fields • Customers • Sites • Employees • Contractors • Suppliers

31. System • System Setup • Asset Builder

32. System • System Setup • Asset Builder

33. System • System Setup • Asset Builder

34. System • System Setup • Purchasing Stages A Purchasing Stage is used to categorise catalogue items for purchasing.

35. System • Defaults - System • Timezones

36. System Defaults - Extensions

37. Overview - Forms Setup FORMS

38. Overview - Forms FORMS

39. Overview - Quote/Job Detail Form Template Select blocks to add to the quote detail form FORMS

40. Overview - Quote/Job Detail Form FORMS

41. Overview - Quote/Job Detail Form PDF FORMS

42. Setup Exercises

43. Setup - Summary You should be able to: • Demonstrate an understanding of the new security groups, and know that there is no migration from V10 (all security is setup from scratch) • Demonstrate an understanding how the timezone setting affects the system time with respect to daylight savings • Be able to set up custom fields and understand when they might be useful • Understand what purchase stages are • Know what extensions are available and how to activate/deactivate them • Gain an understanding of tags and when they might be useful

44. Navigation & Glossary Help System Setup Cards Invoicing & Financials Jobs & Scheduling Purchasing & Parts

45. Card Files Customer Cards - Grouping of data on tabs and pages.

46. Card Files Site Cards

47. Card Files Site Cards

48. Card Files Site Cards

49. Card Files Supplier Cards

50. Card Files Employee Cards