Common topics: administration, custom mode, charts, rebates, sales
This module for beginners takes you through getting started in Phocas and doing some simple analysis to get fast results from your data. These videos introduce you to features that you will be using every day.
Switching from grid to chart view opens up options for various graphical presentation of your data. This module covers basic chart setup through to advanced configuration, with a detailed look at some chart types.
This module covers the essentials of setting up new users in Phocas. Add users, set passwords and manage access to data via restrictions, profiles and permissions.
A user's profile determines what they can do in Phocas. This module covers assigning profiles and permissions to groups of users or individuals.
User level
Role based