1. Tips & Tricks Beyond the Basics
Date, 2018
Presented by:
First Last

2. Meet and Greet Name, title, company
Reasons for choosing to attend this class

3. Agenda:
Shortcuts
Wish I Would’ve Known
Utilities and Imports

4. Shortcuts General Shortcuts Table and Document Shortcuts
Custom Shortcuts

5. General Shortcuts Shortcut Description Ctrl + Zero
Display/hide Orchestrated main menu
Ctrl + P
Print the current document or record
Ctrl + Q
Exit Orchestrated
Any letter + Tab
Enter today’s date in a field
Day of month + Tab
Enter date of current month in a field
Month/Day + Tab
Enter date of current year in a field
Ctrl + A
Add mode
Ctrl + F
Find mode
Ctrl + Click multiple items
Selects multiple items at once
Shift + Click item + Click another item
Selects all items in the range between two clicked items
Ctrl + Double click on field name
Change the name of the field
Shift + Click the X on a window
Close all windows
Ctrl + Shift + U
View user defined fields
Alt + W + Y
Displays System Messages Log for errors

6. Table and Document Shortcuts
Description
Ctrl + i
Add row
Ctrl + M
Duplicate row
Ctrl + K
Delete row
Tab
Go to next field
Shift + Tab
Go back to previous field
Ctrl + Up Arrow
Copy cell above
Double click column header
Sort column table in ascending order
Ctrl + L
See all details of row item without adding form settings
Ctrl + Shift + S
Open Form Settings
Click + hold in Form Settings to…
Drag and drop re-order columns
Alt + V + F
Fit column width
Ctrl + G
Display the Gross Profit window
Ctrl + Tab in Unit Price field
Open Last Prices Report
Ctrl + Y
Specify a payment method
Ctrl + B
Bring in total balance amount when entering a payment
Ctrl + Tab in Whs field
Open Item by Warehouses Report
Ctrl + Right Arrow
View next document or record
Ctrl + Left Arrow
View previous document or record

7. Tools>My Shortcuts>Customize
Custom Shortcuts
Tools>My Shortcuts>Customize
Custom Shortcuts allow you to make your own shortcuts for each F key. If there’s one window you’re always needing, have it open with the push of a button!

8. Agenda:
Shortcuts
Wish I Would’ve Known
Utilities and Imports

9. Wish I Would’ve Known Tooltip Preview Reverse Goods Issue/Receipts
Brand Creation Wizard
Item Templates
Warehouse Assignment Wizard
Search PdOs by MPN/Batch
Packaging Run
Drag and Relate

10. See further details without drilling in!
Tooltip Preview Modules>Administration>System Initialization>Tooltip Preview
See further details without drilling in!
You can customize what you’d like to see in each different type of preview.

11. Reverse Goods Issue/Receipt Modules>Inventory>Inventory Transactions>Goods Issue (or) Goods Receipt
New functionality to reverse a Goods Issue or Goods Receipt. Right click>Reverse.

12. Brand Creation Wizard Modules>Inventory>Brand Creation Wizard
Create a new brand start to finish or make updates to an existing brand.

13. Item templates facilitate the use of the Brand Creation Wizard!
Item Templates Modules>Administration>Setup>Inventory>Item Templates
Item templates facilitate the use of the Brand Creation Wizard!
Make your life easier by:
Adding warehouses for a production step or finished good
Adding ingredients to BoMs

14. Warehouse Assignment Wizard Modules>Inventory>Warehouse Assignment Wizard
You can mass assign items to new warehouses using this wizard. This will allow those items to then be transferred to or stored in that warehouse or tank.

15. Search PdOs by MPN/Batch Modules>Production>Production Orders
In Find mode, you can now search production orders by MPN or batch number.

16. Packaging Run Modules>Production>Production Forms>Packaging Worksheet>Right click tank>Create Packaging Run
Advantages:
Automatic calculation of volume consumed and remaining in tank
Plan packaging for multiple tanks at once
Plan packaging for bright beer PdOs not yet expressed

17. Drag and Relate
Find related documents and transactions for any given item or business partner using the Drag and Relate function.

18. BREAK Take 10

19. Agenda:
Shortcuts
Wish I Would’ve Known
Utilities and Imports

20. Utilities and Imports Item Master Utility Business Partner Utility
Price List Utility
Planning Management Utility
Document Import
Expense Import
POS Import

21. Item Master Utility Modules>Utilities>Item Master Utility
Common Uses:
Audit all item information
Add lead times
Add weights
Edit warehouse or item names
Edit default warehouses for items
Mark old brands/items as inactive
Change purchasing or inventory unit of measure

22. Business Partner Utility Modules>Utilities>Business Partner Utility
Common Uses:
Audit business partner information
Re-assign price lists for your customers
Update payment terms for customers or vendors
Edit customer or vendor names

23. Price List Utility Modules>Utilities>Price List Utility
Common Uses:
Create new price lists
Rename price lists
Reassign price lists for your customers
Update prices of finished goods
Update keg deposits/credits

24. Material Resource Planning (MRP) Tomorrow 12:45pm-4pm
Planning Management Utility Modules>Utilities>Planning Management Utility
Common uses:
Set sales goals per customer
Create demand forecasts for production based on sales goals
Item management and MRP setup
Material Resource Planning (MRP) Tomorrow 12:45pm-4pm

25. Document Import Modules>Interfaces>Document Import
Common Uses:
Import multiple documents at once
Mass import sales orders
Generate AP Invoices for outsourced accounts payable companies
Taproom/warehouse transfers

26. Expense Import Modules>Interfaces>Expense Import
Common Uses:
Import bank or credit card activity using a csv or excel export file
Generate journal entries or vouchers
Generate AP item or service type invoices
Set up and save an import template for each of your uses for quick importing

27. POS Import Modules>Interfaces>POS Import
This import is used for importing your tap room sales from your POS. You will create item mapping to match your POS codes to your Orchestrated items.
Taproom- Inventory & Revenue Tomorrow 8:30am-11:45am

28. Takeaways Take some time to write down your top three favorite tools, tips, or tricks you learned today.

29. Thank You! Orchestra Software 1400 NW Compton Dr. Suite 210
Beaverton, OR 97006 P:
Web: support.orchestrated.com