This page contains links to recent training webinars run by Phocas for users in North America.
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Phocas basics
Phocas: 101 (Basics)- (presenter Erin Cullen). Phocas Version 2016 Broadcast live (41 min).
Covered in a Live Webinar
Topics covered:
- Home screen
- Setting up, sharing and subscribing to favorites
- Using the Phocas grid
- Following your train of thought to uncover data
Watch recording of "Phocas 101" Basics - February 2018
Additional recordings:
(presenter Erin Cullen). Phocas Version 2016 Broadcast live (47 min).
Watch recording of 'Phocas: 101 (Basics) - Feb 2017
Watch recording of 'Phocas: 101 (Basics) - July 2017
Advanced functions
Phocas: Extras (Extended functionality) - (presenter Elizabeth Birch). Phocas Version 2016 Broadcast live (41 min).
Covered in a Live Webinar
Topics covered:
- Matrix Mode
- Market Mode
- Setting alerts
- Right-Click functionality
- Creating custom user defined periods
Watch recording of 'Phocas: Extras'
Phocas: Uncovering Opportunities - (presenter Elizabeth Birch). Broadcast live (38 min).
Covered in a Live Webinar
Topics covered:
- Matrix Mode
- Matrix Variance
- Matrix Share
Watch recording of 'Phocas: Uncovering Opportunities'
Phocas: Advanced Search - (presenter Elizabeth Birch). Broadcast live (53 min).
Covered in a Live Webinar
Topics covered:
- Creating advanced search queries using:
- Property search
- Measure search
- Variance search
- Calculation
- Create offset date periods
Watch recording of 'Phocas: Advanced Search'
Additional recordings: (presenter Elizabeth Birch). Broadcast live (57 min).
Watch 2017 recording of 'Phocas: Advanced Search'
Phocas: Custom Mode - (presenter Elizabeth Birch). Broadcast live (45 min).
Covered in a Live Webinar
Topics covered:
- Creating custom views
- Creating custom calculations
- Create offset date periods
Watch recording of 'Phocas: Custom Mode'
Additional recordings:
(presenter Elizabeth Birch). Broadcast live (43 min).
Watch recording of 'Phocas: Custom Mode' - Aug 2017
Phocas: Dashboards 2018 - (presenter Tom Falter). Broadcast live (42 min).
Covered in a Live Webinar
Topics covered:
- Creating a new dashboard
- Adding different widgets
- Widget Filtering
- URL Widgets and why they are important
Watch recording of 'Phocas: Dashboards'
Additional recordings:
(presenter Elizabeth Birch). Broadcast live (56 min).
Watch recording of 'Phocas: Dashboards'
(presenter Elizabeth Birch). Broadcast live (49 min).
Watch recording of 'Phocas: Dashboards'
Phocas: For Operations - (presenter Tom Falter). Broadcast live (29 min).
Covered in a Live Webinar
Topics covered:
- Using Phocas to review inventory KPI's
- Reviewing Purchasing habits
- Order writer behavior - Overrides
- Using dashboards to connect Operations info for Management
Watch recording of 'Phocas: Operations'
Phocas: Financial Statements - (presenter Tom Falter). Broadcast live (20 min).
Covered in a Live Webinar
Topics covered:
- Using Phocas for Finance
- Financial Modes; P&L, Cash Flow, Balance Sheet, Trial Balance
- Budgets and Variance
- Matrix
- Grid Nesting
Watch recording of Phocas Financial Statements
Phocas: For Finance - (presenter Tom Falter). Broadcast live (28 min).
Covered in a Live Webinar
Topics covered:
- Using Phocas for Finance
- AR, AP, GL, Budgets
- Financial Statements overview
- Profit & Loss, Cash Flow, Balance Sheet, and Trial Balance overview
- P&L v/s Budget comparison - and breakdown
Watch recording of 'Phocas for Finance"
For administrators
Phocas: Administration - (presenter Stephanie Spillane). Phocas Version 2016 Broadcast live (51 min).
Covered in a Live Webinar
Topics covered:
- Creating/managing Phocas users
- Setting user restrictions
- Creating defined periods
- Watch recording of Phocas: Administration - March 29, 2018
- Older recording: Watch recording of 'Phocas: Administration' January 2017
Phocas: Database Designer - (presenter Elizabeth Birch). Phocas Version 2016 Broadcast live (45 min).
Covered in a Live Webinar
Topics covered:
- Build your own Phocas database
- Create custom measures
- Add additional streams
Watch recording of 'Phocas: Database Designer'
Additional Phocas Information
Phocas: 2017/18 Roadmap - (presenter Elizabeth Birch). Broadcast live (20 min).
Covered in a Live Webinar
Topics covered:
- How Phocas measures up
- Phocas in the "Cloud"
- Collaboration
- Visualization
- Nested Tables
- and More
Watch recording of 'Phocas: Roadmpap'
Phocas: Additional Databases - (presenter Elizabeth Birch). Broadcast live (40 min).
Covered in a Live Webinar
Topics covered:
- Sales with pricing
- Historical inventory
- Transfers Database
- GL
- Inventory adjustments
Watch recording of 'Phocas: Additional Databases'
Phocas: Add on's : CRM - (presenter Elizabeth Birch). Broadcast live (40 min).
Covered in a Live Webinar
Topics covered:
- CRM (Customer Relationship Management)
- CRM Analysis & Dashboards
- Accounts, Activities, Campaigns, Tasks, and Leads
- Integrating with Phocas
Watch recording of 'Phocas: CRM'
Phocas: Add on's : Rebates - (presenter Page Schrock). Broadcast live (35 min).
Covered in a Live Webinar
Topics covered:
- Rebates by Phocas
- Calculating Rebates
- Tracking rebates with Rebates Analysis database
- Other ways to use the logic engine that Rebates runs on.
Watch recording of 'Rebates by Phocas'
Older versions of Phocas - webinar recordings
You can also view recordings of /wiki/spaces/DOC/pages/1082330
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