CornerPost Expo!
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


