The Security section of the Quantify User Guide is available.  Here are a few highlights:

• End-user accounts
• Roles and Permissions
• Custom Roles
• Customer Accounts
• Location-Based Security
• Security Reports

Access the guide by clicking the link below.

Security Guide(892 kb)

Looking for a review of Quantify Software? Have a new employee that needs training? Avontus is pleased to announce that Quantify general online training sessions will be available in 2012. The schedule for the first quarter of 2012 is below.

Space in sessions is limited and registrations will be accepted on a first come first serve basis. All sessions run an hour to an hour and a half and will start on time. Note: sessions will be conducted using a fictional company database and training will be generic in nature.

To register, send email to: support@avontus.com. Indicate the class you would like to register for and the date. You will then receive an email invitation to the session. We reserve the right to cancel a session at any time.

January 2012 - United States and Canada Training Session Schedule

February 2012 - Australia Training Sessions Schedule

March 2012 - United States and Canada Training Session Schedule

April 2012 – Australia Training Session Schedule

Session Descriptions

Overview and Introduction Session (1hour) Introduces Quantify and the major screen sections and features.

Getting comfortable with Quantify screens and Navigation

Basics of Catalogs and Rate Profiles

Tree Tabs

Grid Tabs

Create a shipment

Control your view of the Organization Tree and default invoices

Reports Introduction

Logistics Session (1.5 hours) Shipping and Receiving, how to move equipment around your company. Resolve overages, manage re-rent and Out of Service products.

Products and Shipping Tabs

View Filters

Create basic job site

Shipments, Returns, and Transfers

Pre-Returns

Receiving Options

Clearing Discrepancies

Re-Rent and Returning Re-Rent

Out of Service Feature

Estimating Session (1 hour) Create Estimates and use Estimate Pivots. Convert Estimates to shipments and Reservations.

Create an Estimate

Discounts

Applying Rate Profiles

Markup and Margin calculation

Proration

Copy an Estimate

Convert to a Reservation

Convert to a Shipment

Estimate Pivots

Billing Session (1hour)

Create Rate Profile

Change rental days

Billing methods and cycles

Applying rate profiles and discounts

Invoice order options

Taxes

Rent Start and Stop Dates

Invoicing

Enhancements

• The date that an employee last checked out a tool is now displayed in the Checked Out node under the tool crib.
• You can now multi-select items in the product catalog and move them to the consumable catalog.

Bug Fixes

• Fixed crash creating a pre-return shipment.
• Add the category from the consumables into the kiosk dropdown list.
  

Version: 3.0.589.88

Version: 3.0.585.88

Enhancements

• You can now move a product to a consumable if it's stocked at a location. The job stock will be removed and the item will appear in the consumable catalog.
• Moved the serialized part purchase price and date to the pricing pivot where it originally belongs.
• When purchasing a serialized part the last purchase price and date are updated on the serialized part.
• Changed the default report background when loading a report from This document does not contain any pages... to Report is being generated...
• Enabled the recurring charges tab on the scaffold tag shipment for non-billable jobs. This will allow tracking of various units.
• Transaction report now displays serialized parts that were purchased, if tracking serialized parts.
• The location for the transaction is now shown on the report.
• Transaction report now only shows the terms and conditions from options on the sell types of transactions.

Bug Fixes

• Estimate for selling now sorts the parts.
• Fixed an issue with Quantify not exiting during an automatic update.
• Enabled QuickBooks to sync when finding a company file that doesn't have a non-taxable core property. This enables synchronization in Australia.
  

Features

• You can now convert an estimate to a sell transaction.
• The transactions have a new report with your company logo, signature block, estimate terms and conditions from options, and notes at the top.
• Sell consumable, available, and new products can now have taxes.
• PERMISSION: There is a new location-based permission that allows you to control which roles can convert an estimate to a sell transaction.

Enhancements

• Added purchase price and date for a serialized part in the quantity pivot.
• Filtering in kiosk now works on the description.

Bug Fixes

• Fixed a minor issue with company logos not sizing correctly on the new reports.
• Numerous minor bug fixes.

Version: 3.0.578.88

See a quick overview of Consumables and learn how to set them up: http://www.avontus.com/products/quantify/videos/ConsumablesOverview/ConsumablesOverview.html

The Recurring Rent section of the Quantify User Guide is available.  Here are a few highlights:

• Enabling the Recurring Rent feature
• Setting up the Recurring Rent feature in your database
• Updating Rate Profiles
• Adding Recurring Rent to Shipments and Estimates

Access the guide by clicking the link below.

Recurring Rent Guide(508kb)

The Servicing section of the Quantify User Guide is available.  Here are a few highlights:

• Enabling the Servicing feature for your database
• Placing products in the To Be Serviced queue
• Creating Service Tickets
• Service Ticket invoicing

Access the guide by clicking the link below.

Servicing Guide(700kb)

The Consumables section of the Quantify User Guide is available.  Here are a few highlights:

• Updating your Quantify database to use the Consumables feature
• Track Consumables for a Branch Office
• Adding Consumables items to shipments and estimates
• Consumable Markup and Margins

Access the guide by clicking the link below.

Consumables Guide(1MB)

The Reservations section of the quantify User Guide is available.  Here are a few highlights:

• Create Reservation
• Add Additional Charges to the Reservation
• Convert a Reservation to a Delivery
• Prorating Rents on Reservations
• Voiding a Reservation

Access the guide by clicking the link below.

Reservations Guide(500 kb)