Page Comparison

This page contains links to recent training webinars run by Phocas for users in North America.

Phocas basics

Phocas: 101 (Basics)-  (presenter Erin Cullen). Phocas Version 2016 Broadcast live 28 Feb 2018 (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 27 Jul 2017 (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 21 Mar 2017 (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 01 Jun 2016 (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 01 Aug 2016 (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 28 Jun 2017 (57 min). 

Watch 2017 recording of 'Phocas: Advanced Search' 

Phocas: Custom Mode -  (presenter Elizabeth Birch). Broadcast live 01 Sep 2016 (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 23 Aug 2017 (43 min).

Watch recording of 'Phocas: Custom Mode' - Aug 2017

Phocas: Dashboards 2018 -  (presenter Elizabeth BirchTom Falter). Broadcast live 01 Oct 201625 Jul 2018 (49 42 min).  

Covered in a Live Webinar
Topics covered:

• Creating a new dashboard
• Adding different widgets
• Limiting data
• Linking dashboardsWidget Filtering
• URL Widgets and why they are important

Watch recording of 'Phocas: Dashboards'  

Additional recordings: 

(presenter Elizabeth Birch). Broadcast live 28 Sep 2017 (56 min).

Watch recording of 'Phocas: Dashboards' 

(presenter Elizabeth Birch). Broadcast live 01 Oct 2016 (49 min).  

Watch recording of 'Phocas: Dashboards' 

Phocas: For Operations -  (presenter Tom Falter). Broadcast live 23 Oct 2017 (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 23 May 2018 (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 Nov 2017 (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 28 Mar 2018 (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 25 Apr 2017 (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 Jun 2017 (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 01 Nov 2016 (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 25 Apr 2018 (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' 

Older versions of Phocas - webinar recordings

You can also view recordings of /wiki/spaces/DOC/pages/1082330