Start of day processes
Check out the updated Prepare for Evolution section for the latest training schedules/recordings and support articles.
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LXV | Updates and Releases
- System Status
- Enhancements
- Updates
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LXV | Sales to Payment
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Processing Job Invoices [Vital + Lightspeed]
- LXV | Processing Completed Vital Job To Invoicing Stage (Start Here)
- LXV | CC On File/Pay Now link Processing Payment Job Invoice in Vital (Invoicing Stage)
- LXV | Pay In Store Vital Job Invoice Process
- LXV | Bank Transfer Payment Vital Job Invoice
- LXV | Prepayment Bank Transfer Payment Vital Job Invoice
- LXV | Applying Prepayment in Xero against an Invoice from Vital.
- Vital | Requesting approval before taking payment via cc on file
- LXV | Handling a Client Payment for a Quote before approval
- Sales reporting
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Processing Job Invoices [Vital + Lightspeed]
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LXV | Product & Stock Management
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1. Product Management
- LXV | Understanding Product Types
- LXV | Product Fields
- LXV | Creating a Single SKU Product
- LXV | Creating a Variant Product
- LXV | Creating a Composite Product
- LXV | Adding Product Relationships
- LightSpeed | Why Can't I See the Product Relationship?
- LXV | Editing Products
- LXV | Adding Products
- Lightspeed | How to do a bulk (price) update
- 2. Suppliers & Ordering
- 3. Stock Management
- 4. Inventory reporting
- 5. Price Books
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1. Product Management
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LXV | Prepare for Migration
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Rollout - Before Go Live
- Cutover prep | Data Snapshot
- Cutover prep | Download NetSuite reports
- Cutover prep | Finalise unbilled sales
- Data Prep | Data cleaning completed and ready for migration
- Data Prep | End of year stocktake on standard product list (OLD)
- Data Prep | Lightspeed - Early access
- Data Prep | Lightspeed - Review & update Products before Go Live
- Data Prep | Verify NetSuite inventory levels
- Data Prep | Xero - Early access
- Existing Xero Account | Section 1: Can you migrate with existing Xero account
- Existing Xero Account | Section 2: Prepare your Xero account for migration
- Existing Xero Account | Section 3: New Xero account required
- Finance Prep | Books balanced and preparation
- Finance Prep | Existing Xero Accounts & NetSuite financial data migration
- Finance Prep | Setup of Xero bank feeds
- Finance Prep | Sign off Xero conversion report
- Finance Prep | Transferring existing Xero account ownership to LNA
- Finance Prep | Windcave Xero merchant fees
- General Prep | Get your team ready
- General Prep | Guide to Completing your Onboarding form
- General Prep | Handy resources
- General Prep | Onboarding form - Tips for completing
- General Prep | Windcave setup
- Payroll | Migration from Netsuite to Xero payroll
- Rollout | Migration checklist guide
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Rollout - Go Live Day
- Before Trading | User login access check
- Before Trading | Vital mobile app & spin machine check
- Before Trading | Role based tasks check
- Before Trading | Test payment & refund transactions
- Before Trading | Reconstruct data in Lightspeed & Vital
- During Trade | System integration validation
- During Trade | Manually enter changes made after data snapshot
- Before Trading | Lightspeed register payments setup
- Before Trading | Data migration validation
- Before Trading | Hardware check
- Before trading | Lightspeed configuration setup
- Before Trading | Add stock quantities to Lightspeed
- Go Live | Mobile app quick links
- Xero Onboarding | Setup Windcave in Xero
- Vital Onboarding | Setup Windcave in Vital
- Rollout - After Go Live
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Training & Support
- LXV | Training | Live online training recordings
- Training | Overview & resources for the new Evolution Platform
- Support | Overview & availability for rollout
- New stack | Available videos
- Migration | Stock movement tasks prior to go live
- Training | Onboarding sessions (essentials & master classes)
- Training | Refresher training for the Evo Platform
- Support | Training video library
- Data cleaning
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Hardware requirements
- Poolwerx Standard Operating Equipment - US Retail & Mobile
- Poolwerx Standard Operating Equipment - US Mobile Only
- Poolwerx Standard Operating Equipment - ANZ Retail & Mobile
- Poolwerx Standard Operating Equipment - ANZ Mobile Only
- IT Hardware ANZ - how to order new or replacement equipment
- IT Hardware ANZ - how to retire equipment
- IT Hardware - tips to keep your IT equipment healthy
- IT Hardware US - how to find your hardware specifications
- IT Hardware ANZ - How to reset your Telstra NBN modem
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Rollout - Before Go Live
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NetSuite | Employee Management
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Employee Self Service (ESS) Centre
- Expense Report - Enter a claim
- Leave - Enter a Leave Request
- Leave - Approve Leave Requests
- Expense Report - Approve claim
- Expense Report - Reject claim
- My Information - Edit Profile
- My Information - Payroll Bank Details
- Custom - Payroll Documents
- Custom - Leave Management
- Leave - Request TIL Leave
- Leave - Accrue TIL hours
- Timesheet - Enter, save and submit
- Timesheet - Approve or reject
- Leave - Cancel my leave request
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Employee Self Service (ESS) Centre
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NXS | Servicing and Scheduling
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Mobile App
- NextService | Mobile App - Install on device/s
- Mobile App - Emulate Technicians app view
- Mobile App - Remove access
- Mobile App - Give access
- Send Service Reports from Mobile App
- Mobile App - Create Quote
- Mobile App ‐ Add New Task
- Mobile App - Item descriptions
- Mobile App - Sales Order ship to address
- Mobile App - Water test summary tab
- NextService Mobile App - Water test tab
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Mobile App
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Systems Updates and Releases
- General Updates
- Saturdays and Emergency Packs
- Past one-off issues
- Release Notes - 2024 February
- Evo Platform | Admin / Integrations
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Agent Solutions
- PSC Related questions
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Vital
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Vital Scheduler
- Vital Scheduler | Standard Processes
- Vital Scheduler | Jobs
- Vital Scheduler | Admin
- Vital | Frequently Asked Questions (FAQ) Schedulers
- Vital Lightspeed Xero | Editing and Voiding of invoices
- Vital | Send job sheet separate from invoice
- Vital | Storing a document for a client using notes
- Vital | Export Contacts
- Vital | Quotes
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Vital | Payments
- Windcave | Workaround for Vital payment link
- Vital | Stored credit cards - Overview
- Vital | Stored credit cards - Using for payment
- Vital | Stored credit cards - Managing for clients
- Vital | Stored credit cards - Client self-service (workaround)
- Windcave | Xero | Credit card not present payment via Xero
- 1. Payment Processing - Which system to use
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Vital Admin
- VITAL ADMIN | How to insert notes in invoice notes
- Vital Admin| How to enable invoice notes for Vital Job
- Connect a Xpress Flex
- Connect a Spin machine
- Change set days for water test reminders
- Change the test frequency
- How to access the Vital Platform
- Vital | How to reset your password
- Vital Water Test | How to remove the recommendations from the report
- Update default message for water test results
- Vital Mobile Application for Technicians
- How much Vital costs
- Vital | Water Link Connect v2 update
- Vital | SMS Messaging
- Vital | Batch Invoicing Check
- Vital | Best Practice for Setting Up Real Estate Agent Companies
- Vital | Roles Matrix
- Vital | How to add a location
- Vital | Updating linked products to Water Test Recommendations
- Vital | Configure Price Book setup
- Vital | About the Invoice prefix
- Vital - User set up
- Vital Technician
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Vital | Water testing
- Vital | Create a contact
- Vital | Create a pool
- Vital | Conduct a water test
- Vital | Search and update a contact
- How to send a water test report
- Tips & Tricks for using the Vital platform
- How to find water test history
- Understanding Pool sanitizers alignment with disc sanitizers
- Common inquiries and resolutions
- Glossary of NetSuite and Vital terms
- Vital | Lapsed Water Test Report
- Vital | Remove duplicate Records
- Differences in dosages between the previous Vital system and the refreshed platform
- My password link expiring
- Connecting my spin machine (troubleshooting)
- Incorrect store details showing on Water Test Report
- Vital | Relinking a pool to a new owner
- Vital fast track
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Vital Scheduler
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Lightspeed
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Lightspeed Retail
- LightSpeed Retail Clerk Quick link Reference
- LightSpeed - How to Open and Close Drawer
- LightSpeed - How to add and remove cash from Drawer
- Lightspeed - How to add Client in Sell Tab
- Lightspeed - How to Create a Sale
- Lightspeed - How to Park a Sale
- Lightspeed - How to create a Quote
- Lightspeed - How to Create Sales on Account
- Lightspeed - How to exchange items
- Lightspeed - How to Refund
- Lightspeed - How to install the Reporter App for IOS
- Lightspeed | Gift cards
- Get your system ready for the season sale
- LXV | Selling Products with Serial Numbers
- Lightspeed | Payments
- Lightspeed | Daily procedures
- Lightspeed | Quote
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Lightspeed | Promotions
- LXV | Setting up Retail Promotions in LightSpeed
- LXV | Processing Retail Sales with Promotions in LightSpeed
- LXV | Example Promotion: Creating a % off When Spend Equals or Exceeds a Certain Amount
- LXV | Example Promotion: Creating a % off Specific Products
- LXV | Example Promotion: Creating a % off a Product or Product Category
- LXV | Example Promotion: Creating a Buy Product A, Get Product B at X% Off
- LXV | Example Promotion: Creating a Buy 2, Get 1 Free Promotion
- LightSpeed | AU | D.I.Y with Confidence; Creating Composites
- LightSpeed | AU | D.I.Y with Confidence; Creating the Promotion
- LightSpeed | NZ | D.I.Y with Confidence; Creating Composites
- LightSpeed | NZ | D.I.Y with Confidence; Creating the Promotion
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Lightspeed Inventory
- LightSpeed Inventory Manager Quick link Reference
- Lightspeed - How to update retail or supply price for multiple items
- Lightspeed - Purchase Order Status
- Lightspeed | Changing supplier prices after go live
- Lightspeed | Vendor return process
- Lightspeed | How to export client list
- Lightspeed | How to change the supplier and/or retail price on a PO
- Lightspeed fast track
- Lightspeed Admin
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Lightspeed Retail
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Xero
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Xero Franchise Partners & Finance Managers
- Xero Banking
- Xero Supplier bills
- Xero Client invoicing
- Xero Bank Reconciliation
- Xero Accounting & period end tasks
- Xero | End of Year Process
- Xero | Chart of Account (COA) changes
- Xero | EOD Merchant Sweep - Reconciling Windcave payments (Undeposited Funds)
- Xero | Adjusting to correct time zone
- Xero | Create a Credit Note
- Xero | How to remove the technician's last name from the invoice
- XERO | Create a Journal to adjust inventory value
- Xero | Record an overpayment
- XERO | Record a prepayment or deposit without an invoice
- LXV | NetSuite invoices - taking payment in store
- Xero | How to prepare BAS with NetSuite & Xero data
- Xero | Where did client deposits from NetSuite sales orders go?
- Xero | Manage Bad Debts
- LXV | Manage Supplier Bill duplicates in Xero from LS PO
- LXV | Applying Zip Pay Payments
- Xero | Create a spend money transaction
- Xero | Create a receive money transaction
- Xero | Creating a Report for Open Credit Notes, Prepayments, and Overpayments
- Xero | Running the Aged Receivables Report
- Xero | How to Create and Save a Custom Report for Future Use
- Xero | How to Create an Account Transactions Report
- Xero | How to use the duplicate bill detection
- Xero | How to use quick view of bills
- Xero | How to Use the Activity Statement to Lodge BAS
- Xero Payroll Officer
- Xero Employee / Staff members
- Xero fast track
- Xero Admin
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Xero Franchise Partners & Finance Managers
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Windcave
- Applying for Windcave
- Set-up Windcave
- Using Windcave