Companies

Of course the first step in working with AvSight is setting up your company.  If you are working with a free trial version or just practicing with one of our sandbox organizations, there are companies already set up for you to work with.  However, if you’d like to customize the […]

AvSight Mobile

AvSIght has gone mobile!  Now you can access all of your AvSight tools on your tablet or smart phone. Click on any of the images to see the full sized version. Start by downloading the Salesforce app from your app store.Log in with your account credentialsAllow access if desired.  This will […]

Repair Orders

AvSight University Quick Start—Repair Orders/Part Research Our best customer—Avco Aviation has just sent us an order for 10 A-100 recorders in overhauled condition.  We need to verify that we have those in stock, and the easiest way to do that is by using AvSight’s Part Research feature.  Part Research puts […]

Reports and Dashboards

AvSight University Quick Start—Reports  One of AvSight’s greatest strengths is putting the data you need at your fingertips.  We don’t just make assumptions on what you need though, we give you the ability to decide that for yourself and one of the easiest ways to do that is through reports.  […]

Shipping

AvSight University Quick Start—ShippingBEFORE YOU BEGIN: This lesson assumes you have also gone through the Customers, Vendors and Contacts lesson.  It’s not necessary to go through all of the lessons in the course or follow them in order.  The Gulfstream account we are using in this lesson was created in a […]

Receiving

AvSight University Quick Start—ReceivingBEFORE YOU BEGIN: This lesson assumes you have also gone through the Customers, Vendors and Contacts lesson.  It’s not necessary to go through all of the lessons in the course or follow them in order.  The Gulfstream account we are using in this lesson was created in a […]

Creating Sales Orders

AvSight University Quick Start—Sales OrdersBEFORE YOU BEGIN:  This lesson assumes you have also gone through the Customers, Vendors and Contacts lesson.  It’s not necessary to go through all of the lessons in the course or follow them in order.  The Gulfstream account we are using in this lesson was created in a […]

Creating Customer Quotes

AvSight University Quick Start—Customer QuotesBEFORE YOU BEGIN:  This lesson assumes you have also gone through the Customers, Vendors and Contacts lesson.  It’s not necessary to go through all of the lessons in the course or follow them in order.  The Gulfstream account we are using in this lesson was created […]

Creating POs

AvSight University Quick Start—POsBEFORE YOU BEGIN:  This lesson assumes you have also gone through the Customers, Vendors and Contacts lesson.  It’s not necessary to go through all of the lessons in the course or follow them in order.  The Gulfstream account we are using in this lesson was created in […]

Creating RFQs

AvSight University Quick Start—RFQsBEFORE YOU BEGIN:  This lesson assumes you have also gone through the Customers, Vendors and Contacts lesson.  It’s not necessary to go through all of the lessons in the course or follow them in order.  The Gulfstream account we are using in this lesson was created in […]

Creating Accounts

AvSight University Quick Start—Customers, Vendors and Contacts Our best customer, Avco Aviation has just landed a big contract to maintain a fleet of Gulfstream jets and they are looking to us to be their main supplier.  Since we haven’t worked with Gulfstream before, we need to add them into our […]

Navigation

AvSight University Quick Start—NavigationOne of the things we strive to do at AvSight is to put the information you need at your fingertips.  This topic will cover all of the basics of finding you way around the menus and homepage of AvSight.  Let’s start by looking at the homepage as […]

Putting It All Together—Workflow

The previous lessons have walked you through all of the administration required to get AvSight up and running. The next series of lessons will take you through the whole sales process from beginning to end, with a little operations work for good measure. Each lesson will build on information learned […]

Why We’re Here—The Sales Process

We’ve done all of the administration work, ordered parts, received them, stored them, now what? It all comes down to this. We’re all here to serve our customers. All of our employees, all that inventory, what good is it if we don’t sell it? This series of lessons is going […]

It’s Here–The Receiving Process

You’ve gotten your quote, you’ve ordered your part and it’s finally here. Now it’s time to bring it home–or at least to the warehouse. In this lesson we’ll walk through the receiving process and adding your new part to inventory. Come one, let’s see how easy it is.

Master Plan–Setting up the Master Tables

The Master Tables area of AvSight administration allows you to create and maintain information that is repeatedly used during the operations cycle. Master Tables include: Warehouse Master Warehouse Location Master Repair Types Master Ship Methods Master Form Options Master Quick Comment In this lesson, we fill focus on the Warehouse […]