TIP OF THE WEEK


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February 23, 2015
Don't miss out! Our Spring Webinar Series is a great opportunity to learn best practices from our training team. The series will run March through June. Additional dates will be added as they are finalized. Whether you're a pro or a rookie, register for one, two, or all three!
Avionté Spring Webinar Series
Sales Management Process

Your sales team is a core foundation of your company. They are responsible for generating more leads, more orders, and more revenue. This webinar will discuss key components of Avionté designed specifically for your sales team, and best practices that help ensure your team's success. This includes tracking leads, accessing information on the go, and using Avionté to its fullest potential.

Tuesday, March 24  10:00 AM - 11:00 AM CDT


Back Office Corrections

Not sure how to proceed with Back Office Corrections? From paycheck corrections, invoice corrections and even corrections to AR, this webinar series will teach you Avionté best practice when making corrections.  Learn more about when to void, reverse or reissue a paycheck; when and why to merge invoices.

Thursday, March 26  10:00 AM - 11:00 AM CDT


Candidate Management in 14.2

This webinar series continues to dig further into Avionté best practices to utilizing the Candidate Management features.  In 14.2 there are even more enhanced features to streamline your order fill process; such as auto-generated emails to Candidates based on Candidate Status updates.

Monday, Mar 30  2:00 PM - 3:00 PM CDT

 

Once registered you will receive a confirmation email that includes the information needed to join the Webinar.

 

If the date or time doesn't work for you, watch the Tip of the Week email - Additional dates will be added!
Tip of the Week

Worksite Address

A Worksite Address may seem like a little thing, but it can have a big impact. For example, did you know the Worksite Address affects which taxes will be applied? If a customer is entered with a main address, and that address is in a different state than where the work is being performed, the right state/local taxes will not be applied. 

 

In the Customer record you can find the Address Type in the submenu under Address. Address Types can also be viewed under Detail. 

  1. To create a new Worksite Address select New Address. The New Address window opens.
  2. Add the new address in the proper fields. The Geo Code is now available and the School District taxes field will populate if appropriate for the location. 
  3. The Direction box allows you to create specific directions to the Worksite Address. This information will then populate on the Start Sheet. The directions can also be populated on the Updated Time Sheet report. 
  4. If the state or providence has a Sales Tax you will want to set it up in conjunction with the new address. 
  5. In some cases you will want to override the Geocode  (Not every user will have the ability to do this).
  6. At any time this address (or any other address) can be deactivated. If deactivated, the address will no longer show in the drop down list, but it will still be associated with the Orders in which it was used.
  7. New Addresses can also be created at the Order level.

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