CornerPost Expo!

Posted on October 25, 2008. Filed under: Uncategorized |

Dear CornerPost Customer,

We are excited to invite you to our first ever CornerPost Expo! It will be held on Friday November 7th 2008 at the Hilton, Woodbridge NJ. There is no charge for current CornerPost users to attend, however space is limited so we must keep the attendance to two people per company. If you have a 3rd or 4th person that would like to attend, we will add them to a waiting list. Space is on a first come first served basis. A complementary lunch will be provided. We will be previewing the long awaited “CornerPost Version 5.1″ 

Please RSVP by 10/31/08 to pcrooks@cornerstonesoft.com Contact the hotel at http://www.hiltonwoodbridge.com or call (732)494-6200 if you need room reservations and directions. Below is an outline of the topics we will be covering. If there is something else that you would like covered, please let us know! Below you can click on “Make a Comment”.

We are looking forward to helping you grow your business.

 

    

   

  

 

CornerPost Expo 11/7/08

Hilton Woodbridge

 

8:00 Am – 8:30 AM Welcome Registration Coffee

 

 

8:30 AM – 12 Noon

Setting up your Product and Package data.

Product Groups / Package Groups

Adding Products / Cloning Products / Deleting Products / Exporting Products / Importing Products / Building Packages / Global Cost Changes / “Match and Switch”

Master and Dependant Products / Products set up for Chain link Estimator

Freight / Misc cost / Multiple Price levels by group/ Mark Ups

 

Entering Customers – Account / Non- Account

Price Levels / Cost Plus / Discounts

Special Pricing for Account customers by Product / by Product Group/ by Discount

Looking up Customers by Name / Address/ Town/ Zip Code / Product

 

User Names and Passwords.  User initial Timer

 

Building and saving UE templates / UE Gate Templates / Cloning Gate Templates

Linking UE Gate Templates to UE Templates / Chain Link Templates

 

Use of the Chain link and Universal Estimators.

 

Update prices from a Vendor. Primary Vendor / Multiple Vendors.

Global Selling Price changes.

 

CornerPost Catalog / Building a Catalog / Cloning sections and Pages / Using a Catalog for Sales / Pictures in a Catalog

 

Mobile Opps / Tablet PC’s and Remote Access

 

12:00 Noon – 1 PM   Lunch Served in our Classroom

1:00 PM to 4 PM

Cornerstone or CornerPost?  Who we are. And how we got our name.

The technology that CornerPost is built on. Our database Pervasive Sql

Cutting  Edge Technology Microsoft Visual Studio 2008

 

Sale Quotes / Sales 

Look up products by Product ID / Bar Code / Word Search  

Cloning Sale Quotes

 

Proposals / Contracts

Material list / Invoices  / Labor  Estimated  and Actual

Emailing Proposals

Cloning Contract Quotes 

Inter Office Memos / Customer Notes / Pop up Notes /Date Time Stamp

 

Use of Receipt date, All or none / Finalize and Unfinalize 

Profit Margins on Sales and Contracts

 

Splitting Sales multiple times / Customer Returns 

History for Accounts and Non-Accounts / Payment reconciliation / Statements

Aged accounts Receivable  

 

Business to Business    B2b and b2B 

Job Scheduler w/ Drag and Drop

 

Backing up your data 

Reports

Aged Account receivable    Account / Non Account

Statements

Sales by Status / Contracts by Status

Inventory Reports

Sales Tax

Use Tax

Sales Tax and Use tax in multiple Tax Jurisdictions

 

Question and Answer.  We want to hear your comments. What do you like?

What bother’s you?  What can we do better? 

4 PM – 5 PM Version 5.1 We will be previewing Version 5.1

Version 5 Catalog

Contracts with “Multiple Bills”

Contracts with “Multiple Material List”

Rental Fence with multiple bills

Spell Check

Purchase Requests

Purchase Orders

Inventory Control

What is next for you and us?

 7:00 PM   AFA Meeting. You must be registered with the GSAFA to attend Call Martha Dwyer @ 123-456-7890 Space is limited

 

 

 

 

 

 

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