ASPEN Tip of the Week #114

Use Unit Templates to ensure your inventory has consistent Model names and Descriptions.  New Unit Templates can be created using the “New Quoting Template” button in Template Selection.  Or a Unit Template can be created from an existing unit using the “Create Template From Unit” link in Unit Selection. For more helpful information, please visit… Read more »

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February 15th Friday Fifteen Minute Freebie

This Friday’s topic is Best Practices in Payment Processing. Register Now!  Don’t forget — you only need to register for the webinar series once using the link above. Miss last week’s Friday Fifteen Minute Freebie?  Click here for the on-demand replay.

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ASPEN Tip of the Week #113

Edit your statement language based on the customer’s past due balance.  How? Go to System Settings/Payment Methods and select your receivable payment method.  Use the Statement Std Language tabs at the bottom to apply different text based on the customer’s balance. For more helpful information, please visit the ASPEN Wiki.

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February 8th Friday Fifteen Minute Freebie

This Friday’s topic is What is Going on at Charter in 2019? Register Now!  Don’t forget — you only need to register for the webinar series once using the link above. Miss last week’s Friday Fifteen Minute Freebie?  Click here for the on-demand replay.

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February 1st Friday Fifteen Minute Freebie

This Friday’s topic is Best Practices for Receiving & Invoicing Special Order Parts. Register Now!  Don’t forget — you only need to register for the webinar series once using the link above. Miss last week’s Friday Fifteen Minute Freebie?  Click here for the on-demand replay.

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January 25th Friday Fifteen Minute Freebie

This Friday’s topic is Best Practices for Prepaid Special Order Parts. Register Now!  Don’t forget — you only need to register for the webinar series once using the link above. Miss last week’s Friday Fifteen Minute Freebie?  Click here for the on-demand replay.

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ASPEN Tip of the Week #112

Use ASPEN lists to move data from screen to screen or use them to narrow down values in a report. Lists can be created for Customers, Parts, Units or Accounts. For more helpful information, please visit the ASPEN Wiki.

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January 18th Friday Fifteen Minute Freebie

This Friday’s topic is Best Practices for Using Fleet Evaluator/Sandhills Integration. Register Now!  Don’t forget — you only need to register for the webinar series once using the link above. Miss last week’s Friday Fifteen Minute Freebie?  Click here for the on-demand replay.

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January 11th Friday Fifteen Minute Freebie

This Friday’s topic is Best Practices for Pay Receivables. Register Now!  Don’t forget — you only need to register for the webinar series once using the link above. Miss last week’s Friday Fifteen Minute Freebie?  Click here for the on-demand replay.

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ASPEN Tip of the Week #111

Save your selection screen settings!  Do you find yourself doing the same search often?  On any ASPEN selection screen you can save your selection criteria by clicking the “Save” link at the bottom of the screen.  Checkbox “Use as the default” for this criteria to show up next time you open this screen.  You can… Read more »

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