Demand Bridge Distributor

Advanced Topics – General

Ins & Out of Freight Markups
https://demandbridge.zoom.us/rec/share/7ONtI4zx9XNJYbfSxEWAcbceT6fGT6a80SUZ_6ILmhs-DadzL3IoQsuazeBq07Wc

Automatic Order & Requisition Charges
https://demandbridge.zoom.us/rec/share/_-1fC5LX5HFIctad8X7UC_8ZEp3Faaa81XIfq6VYyUvExiLX1ixni917xUPOniZm?startTime=1595526419000

Backorder Fill Processing
https://demandbridge.zoom.us/rec/share/UKyrLZP-ybVDRHZJuTK29az3vHCL8tC3EgP2IOKpgxqeokUCLzpVJbY0Wns0LrEg.N-SdF1fSPsE2YuE4?startTime=1629395383000

Item Management Review
https://demandbridge.zoom.us/rec/share/6KDNpQmTwlSjwO3BnypxzkQSQ3LhxEkqED2lPypNfMZk1yQl_jKeSOftQeGc0qyf.M8X95llYt_x5ylz-?startTime=1646938311000

Documents

Vendor Owned Inventory

Advanced Topics – Back Office Staff

AP Check Printing
https://demandbridge.zoom.us/rec/share/UQRD0cFmeuar4jJ_8vxz_5cLNCXidcmopru6d12Uh-Y0LJt73GD-33_6ocVWazrN.9HykEQmdkX2r9nDc?startTime=1649958338000

Customer Statement Printing
https://demandbridge.zoom.us/rec/share/8KgOBGlh_iQA-5KsFJp3ogvnf6XCObQRP4tKfLoF1FgRX96HJYow86sJDk3z10xn.VeGDkYhGcsnrKEz-?startTime=1643309068000

Month End Processes
https://demandbridge.zoom.us/rec/share/-pAoHrjB6mVOYav_tBHQW5B9Hpr8aaa8hyVKqKINzUcsYKtkrOIQyPJEX762gFc-

Summary Billing
https://demandbridge.zoom.us/rec/share/84SWUTsuZszsj3ucak3Zm3eGqwNR_Cso9ItBkdcyus9In4OydAEeuopqs0JfC9KS.by7UmuzZsA5QRbsP

Sales Tax Integration
https://demandbridge.zoom.us/rec/share/xpZTk-yh0FJhYGhoESnQsfjIbdio2clMCtLG4_94cQ4ScOSMboznWgyIxHQz5irh.rKpxDExIA7mME1XS?startTime=1616694331000

Sales Tax Download
https://tinyurl.com/4ue6rs9t

Documents

Application System Checklist
AP Daily and Periodic Processing

Week 4 – EQ Link Only

Configuration for Online Orders within DBD
https://tinyurl.com/ycxf22pe

Initial Setup (Review but make no changes)
https://tinyurl.com/56y3df9y

Shipping Defaults – https://tinyurl.com/48p2zs8x
Category Setup – https://tinyurl.com/y2c9whup
Item Setup – https://tinyurl.com/3dhc3bd4

Documents

Customization
Image Guidelines

Week 3

Accounting and CSR Videos

Purchase Order Receiving Sales Order with Special Shipping – Just Inventory
https://tinyurl.com/36rzkuuc

Receive Vendor Invoice for Sales Order and BAS Orders – Inventory previously Received https://tinyurl.com/fttcjxju

Inventory – Review Details – https://tinyurl.com/ycxp3832
Inventory – Make Adjustments – https://tinyurl.com/swsz4vhs
Reporting (Orders, Inventory, Print Management –https://tinyurl.com/5n6b2sfh

Documents

Exercises – dbd-week3-excercises

Additional Documentation
Credit Memo – Cost Only
Credit Memo – Miscellaneous
Credit Memo – Sales Tax Only
Freight Markup Tables
Product Codes Setup
T-Type Unit Of Measure (UOM)

Week 3

EQ-Link – Parameters (Client, Location, Buyer, Warehouse, Item) – https://tinyurl.com/ycxf22pe

Documents

Week 3

Accounting / General Ledger Videos

Transaction Report – Daily Processing – https://tinyurl.com/26yr6ybw
Journal Entry – https://tinyurl.com/bdn74fd8

Documents

Accounting Operations Checklists

Week 2

Order Processing – CSR / Sales Videos

Direct Shipping Sales Order – https://tinyurl.com/4zm5mmre
Repeat Orders – https://tinyurl.com/486372ks
Direct Ship (2 Vendors) – https://tinyurl.com/5d4jjp83
Open Orders Inquiry – https://tinyurl.com/yhbe9pax
2-Vendor Custom Items + Charges – https://tinyurl.com/4p3e8fpe
Special Ship-To Warehouse (Review Custom Items) – https://tinyurl.com/4yttm5fa
Ship To Customer and Warehouse – https://tinyurl.com/8cu7zh8y
Bill as Ship (BAS) Order – https://tinyurl.com/3dkdwsxe
Sales Order with All Line Types – https://tinyurl.com/432pj85w
Order Handoff to Second Vendor – https://tinyurl.com/mwfpvjsd
Requisition / Release from Warehouse – https://tinyurl.com/5n7up6xd

Documents

Order-Entry-Streamlined-Process
PO-Receiving-Inventory-Only

Exercises – dbd-week2-excercises

Week 2

PO Receiving to A/P – CSR / Accounting – Videos

Receiving A/P and A/R (3-Step) – https://tinyurl.com/2dnec7tm
Receiving with Shipping to Warehouse – https://tinyurl.com/467zk67y
Receiving (2 Vendors) and Special Charges – https://tinyurl.com/yc49cbpr
Receiving Handoff (2 Vendors, Apparel) – https://tinyurl.com/2p93pbam
Receiving to Distributor Inventory – https://tinyurl.com/bdnjbdct

Documents

Week 2

Miscellaneous Videos

Item Management Review – Zoom Recording
Freight Markups – Zoom Recording
Automatic Order & Requisition Charges – Zoom Recording
Backorder Fill Processing – Zoom Recording
Summary Billing – Zoom Recording
Customer Statement Printing – Zoom Recording

Documents

Freight-Markup-Tables
Summary-Bill-Overview

Week 1

Videos

System Navigation – https://tinyurl.com/2p9cfakx
Vendor Options – https://tinyurl.com/4nvtj98s
Customer Setup – https://tinyurl.com/bdfwz2sc
Customer Credit Info – https://tinyurl.com/2p94j329
Customer Defaults – https://tinyurl.com/59r2mmyx
Customer Ship-To Locations – https://tinyurl.com/4ptsx8r6
Customer Comments – https://tinyurl.com/2p8vcf27
Customer Review – https://tinyurl.com/3takpk83
Customer Items – https://tinyurl.com/2swkhhak
Inventory Items – https://tinyurl.com/45xwc8ay

Documents

Customer-Default-Data
Customer-Credit-Analysis
Customer-Constant-Data
Customer-ShipTo-Location-Setup
Customer-Message-Setup
Customer-Fiscal-Year

Customer-Item-Setup
Inventory-Menu-Overview
Vendor-Setup-Course

Exercises – dbd-week1-excercises (pdf)

Downloadable Documentation

System Navigation – dbd-system-navigation.pdf

Help Files
Order Processing
Print Management
Inventory Control
Inventory Kitting
General Ledger
Accounts Payable
Accounts Receivable

Peregrine-DBD-Windx-14.0.0.0001-A-Install.exe

Download to desktop. Schedule appointment with IT Support to install. Computers at branches will also need a VPN connection configured.