Using Inform
Get help on any tasks in Inform! Learn how to setup and configure the application, including system requirements and hardware. Then move on to functional help on accounting, sales, purchasing, and inventory management. Finally learn how to run reports and analytics, and even create your own custom reports.
General functionality
- Glossary of Inform Fields and Terms
- Troubleshooting DDI Emails
- Troubleshooting Signature pad issues
- Adjusting line item prices
- Set up your Inform dashboard
- Replace the DDI Dashboard logo with your company logo
Configure Inform
- Hardware specifications and setup
- Manage your customers
- Manage your vendors
- Manage products
- Manage your company
Accounting
- Billing and receivables
- Accounts Payable
- General Accounting - GL
- Inventory
- Month end close
- Year end close
- Tips before go-live
- First steps after go-live
Purchasing
- Managing purchasing
- Import a purchase order from Excel
- Look up purchase orders using Purchase Order Inquiry
- Create a request for quote
- Identify critical inventory that's about to go out of stock
- Place special purchase requests
- Understand the purchasing workflow
- Stock receipts
- Purchasing Matrix
- Forecasting
- Purchasing reporting
Manage sales
- Split POS payment on the fly with Builder Allowance
- Customer Due to Buy Report
- Customer Sales History report
- Analyze year to date sales
- Create customer ready proposals
- Sell an assembly or kit
- Orders
- Invoicing
- Pricing
- Salesman commissions
- Manufacturer's Reps Commissions
- Customer order pad
- Repairs
- Sales reporting
- Vendor rebates
Manage inventory
- Look up inventory by product line, price group, or vendor
- Track inventory by serial number
- Adjust inventory quantities
- Inventory data
- Automate warehouse replenishment
- Report warehouse overstock
Manage the warehouse
- Confirm shipment
- Auto print safety data sheets during ship confirmation
- Move back ordered items onto new sales orders during ship confirm
- Split and spawn orders that require inventory from multiple locations
- Assign an order picker to track status
- Stage products for sales order prior to ship confirm
Manage customer engagement
- Track your sales pipeline
- Search for a prospect (or customer)
- Add contacts to a prospective account
- How to use the customer ledger
- How to convert a prospect to a customer
- Set up Inform to sync with your Google calendar
Reporting and analytics
- Report on sales trends
- Print a report
- Export a report to Excel or PDF
- Share a report through fax or email
- Validate the health of your data warehouse (reporting data)
Utilities
- Phantom jobs
- Enable scheduled cycle count via the Phantom Monitor
- Review and reset system and user locks
- Refresh user licenses
- Upgrade Inform
- Use the managed upgrade service