Training Videos and Articles

Modified on Fri, 30 Jul, 2021 at 7:40 PM

This article consists of references of the ImpexDocs training videos and their articles to improve user efficiency.

The videos and articles can be accessed by clicking the links provided under their specific module.

Video module
The videos are available on YouTube and give a quick demonstration to perform a specific task.
Article module
The articles are available on Freshdesk and provide information about the procedures required to perform a specific task.

TABLE OF CONTENTS

Sales Module
Purchase Module
Shipment Module
Booking Module
Reports Module

Sales Module

Sr. No.	Video Title	Article Title
Click on the video or article title to open it in a new tab.
1.	Create a Sales Order	Create a New Sales Order
2.	Delete a Sales Order	Delete a Sales Order
3.	Change Status of a Sales Order	Change the status of a Sales Order
4.	Edit a Sales Order	Edit a Sales Order
5.	Archive and UnArchive a Sales Order
6.	Apply Mass Changes in Sales Order
7.	Copy a Sales Order	To create a Sales Order from previous Sales or Purchase Order
8.	Print a Sales Order	How to print single or multiple docs from Sales listing page?
9.	Email a Sales Order	How to email document from ImpexDocs
10.	Export Sales Orders
11.	Working with Layout	To create custom layouts for Sales, Purchase and Shipments
12.	Create a Sales Order From Quote

Purchase Module

Sr. No.	Video Title	Article Title
1.	Working with Layout
2.	Create a Purchase Order	How to Create a New Purchase Order
3.	Delete a Purchase Order	How to Delete a Purchase Order
4.	Change status of a Purchase Order	How to change the status of a Purchase Order
5.	Edit a PO
6.	Archive and Unarchive a PO
7.	Copy a PO
8.	Print a PO	How to print/download documents
9.	Bulk Action on PO
10.	Email a PO	How to email document from ImpexDocs
11.	Export POs
12.	Group PO By Column

Shipment Module

Sr. No.	Video Title	Article Title
1.	Create a New Shipment	Create a New Shipment
2.	Edit a Shipment	Edit a Shipment
3.	Mass Change in Shipments	Mass Change in Shipment Orders
4.	Archive and UnArchive Shipment	Archive and UnArchive a Shipment
5.	Group Shipments By Column Headers	Group Shipments By Column Headers
6.	Working with Layout	Working with Layout
7.	Print Shipment	How to print/download documents
8.	Email a Shipment	Email a Shipment Order
9.	Add and Remove Shipment Documents	Add and Remove a Shipment Document
10.	Change the Shipment Status	Change the Shipment Status
11.	Delete a Shipment	Delete a Shipment Order
12.	Create a Shipment By Copying From Previous Shipment	Copy From Previous Shipment
13.	Add a Container	Add a Container
14.	Upload a Container	Upload a Container
15.	Paste From Excel (in the Container Tab)	Paste Container Details From Excel
16.	Delete a Container	Delete a Container
17.	Add an External Document	Add an External Document
18.	Download Shipment Document	Edit an External Document
19.	Publish and Delete a Document	Publish a Shipment Document
20.	Share a Document	Share a Shipment Document
21.	Add a Pallet From The Container Pallet Tab	Add a Pallet From The Container Pallet Tab
22.	Paste From Excel (in the Container Pallet Tab)	Paste From Excel (in the Container Pallet Tab)
23.	Upload a Container From The Container Pallet	Upload a Container From The Container Pallet Tab
24.	Manage Container Pallet	Manage Container Pallet
25.	Email a Document Link	Email a Document Link
26.	Edit an RFP
27.	Print a Draft RFP
28.	Copy an RFP
29.	Group Shipment RFPs by Column Header
30.	Working with Layout on RFP Screen
31.	Change the Status of an RFP
32.	Mass Change in RFP Orders
33.	Export RFP Records
34.	Bulk Actions on RFP Records
35.	Edit a Shipment EDN Record
36.	Copy a Shipment EDN Record
37.	Print a Draft Shipment EDN
38.	Bulk Actions on EDN Records
39.	Group and Ungroup EDN Records by Column Header
40.	Mass Changes in EDN Records
41.	Export EDN Records
42.	Mass Changes in COO Records
43.	Archive and UnArchive COO Records
44.	Delete COO Records
45.	Group and Ungroup COO Records by Column Header
46.	Export COO Records
47.	Working with Layouts in the Shipment COO Screen

Booking Module

Sr. No.	Video Title	Article Title
1.	Add a Shipment Request in eBooking
2.	Edit a Shipment Request in eBooking
3.	Copy a Shipment Request in eBooking
4.	Add a Shipment Request in Manual Booking
5.	Add a Shipment Request From Vessel Schedule
6.	Working with Rate Management
7.	Add Batch and Rate Details From Rate Management
8.	Add Rate Using Paste From Excel
9.	Working with Rate Template
10.	Send a Rate Request From Vessel Schedule
11.	Send a Rate Request From Rate Request Screen
12.	Search For Rates From Rate Search Screen

Reports Module

Sr. No.	Video Title	Article Title
1.	Create a Custom Report	Create a Custom Report
2.	Copy a Report	Copy a Report
3.	View and Export Report Data	View and Export Report Data
4.	Update a Custom Report	Update a Custom Report
5.	Run a Report	Run a Report
6.	Delete a Custom Report	Delete a Custom Report
7.	Create a Report Schedule	Create a Report Schedule

8.	Edit a Report Schedule	Edit a Report Schedule
9.	Delete a Report Schedule	Delete a Report Schedule
10.	Manage Report Subscribers	Manage Report Subscribers
11.	Create a Customer/Partner Report	Create a Customer/Partner Report
12.		Working with Customer Reports