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.
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.
Learn about advanced administration options, including managing how data is shared by your users and how to exclude weekends and public holidays from your results.
Administrators decide what defined periods (date ranges) appear in the Period dropdown menu for each database. Learn how to maintain these.
Phocas Rebates allows you to calculate and manage the various types of rebates you pay and receive, using the information in a Phocas database. Learn how to use Phocas Rebates, from setting up your first Rebates project though to calculating and posting rebates.
A user's profile determines what they can do in Phocas. This module covers assigning profiles and permissions to groups of users or individuals.
The data you see in the grid is determined by the period (or date range) you have selected. Learn about selecting, changing and creating periods in Phocas.
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.
If you're experienced in Phocas administration, learn how to save time with features for administrators with multiple users.
Phocas CRM is a simple way to keep on top of your business’s customer relationship management. This module takes you through logging and monitoring your sales activity and how to easily see its impact on sales results.