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ECi La Crosse Virtual Training Events
Get Valuable Training—Without Leaving Your Office
With an eye on your costs and productivity, we've brought all of our La Crosse training classes online.
Below is the complete schedule of ECi La Crosse webinars and virtual classes. You can register for this month's sessions on the Registration tab. If you have questions, please call 877-766-6445 or e-mail .
Note: Information subject to change without notice.
La Crosse Classes
| Date | Time (CST) | Session | Description | Cost |
|---|---|---|---|---|
| To sign up for any of these training sessions, please go to the Registration tab. | ||||
| 1/18 | 2:00 p.m. | Contract rate increase options | During this webinar you will learn about the options to increase contract rates, how to use them, what their capabilities are, and what their limitations are. | $75 |
| 1/20 | 2:00 p.m. | Understanding how/why transactions affect your valuation and GL | During this webinar you will learn how certain transactions affect your inventory valuation and the general ledger. | $75 |
| 1/25 | 2:00 p.m. | Image store | During this webinar you will learn how easy it is to attach a document and how that document can be viewed by other linked areas. | $75 |
| 1/27 | 2:00 p.m. | eMeter emailing | You will learn how your customers can enter meters into your system from a website. | FREE |
| 2/8 | 2:00 p.m. | Setting up and managing task security | You will learn about our standard tasks and applications and how they can be modified to adjust the security level of a user. | $75 |
| 2/10 | 2:00 p.m. | Automatic Inventory Transfer Program | During this webinar you will learn how to use the Automatic Inventory Transfer program. | $75 |
| 2/16-17 | 10:00 a.m. | Business Life Cycle Seminar | Education and training for your new employees. *Pricing is shown without a webinar/seminar subscription | $795* |
| 2/22 | 2:00 p.m. | Basic PO | You will learn the basic functions of Purchase Order: how to maneuver within the grid, PO creation, printing, and receiving. | $75 |
| 2/24 | 2:00 p.m. | La Crosse Scheduler | You will learn how to manage your daily and nightly tasks with the Night Auditor replacement. | FREE |
| 3/8 | 2:00 p.m. | What do I do when I hire a technician? | During this webinar we will walk you through all of the necessary steps when a new technician is hired. You will learn how to create the representative and warehouse records, and how to stock the warehouse. | $75 |
| 3/10 | 2:00 p.m. | Print Dunning Letters | You will learn how to print dunning letters from collection activity and for past due customers. | $75 |
| 3/15 | 2:00 p.m. | Balancing your coupon liability | You will learn how to balance your coupon liability. | $75 |
| 3/17 | 2:00 p.m. | AR Reports | During this webinar you will learn which AR reports to run for specific AR functions. | $75 |
| 3/22 | 2:00 p.m. | Using Sales History Association Sets Feature / Using Associated and Substitute Item Look Ups in Order Entry | During this webinar you will learn how to create a sales history association set and how to access the lookup feature during order entry. You will also learn about the item substitution feature. | $75 |
| 3/24 | 2:00 p.m. | Advanced Crystal | You will learn how to add a field to a stored procedure report. | FREE |
| 4/5 | 2:00 p.m. | Contract Templates | During this webinar you will learn how to setup contract templates and how to create contracts from templates. | $75 |
| 4/7 | 2:00 p.m. | Serial right click options - add lease, add accessories, etc | You will learn what each of the right click options are from Work with Serial. | $75 |
| 4/13-14 | 10:00 A.m. | Service Management | This insightful class will demonstrate service management via the ECi La Crosse. We will work from the ground up, review the global files, daily tasks, service screens, and reports. Demonstrating to you the day in a life of a Service Manager. | $795 |
| 4/19 | 2:00 p.m. | Credit Alert | During this webinar you will learn how credit limits can be used to prompt credit alerts and the advantages of using credit lockout and the exempt options. | $75 |
| 4/21 | 2:00 p.m. | Sales Raptor Mobile | Get an overview of what is available for your sales rep from the road. | FREE |
| 5/10 | 2:00 p.m. | Ramifications to adding a new unit, service plan, warehouse, or product class | You will learn the ramifications of adding a new unit, service plan, warehouse, or product class to the system. | $75 |
| 5/12 | 2:00 p.m. | How to prepare for an update | During this webinar we will offer you ideas on how to prepare your office for an upcoming software update. | $75 |
| 5/17 | 2:00 p.m. | General Ledger Reports | During this webinar we will review the standard GL reports. | $75 | 5/19 | 2:00 p.m. | Kits—what are they and how do I use them? | You will learn what kits can do for you, how to add to an order, and the invoice printing options. | $75 |
| 5/24 | 2:00 p.m. | Managing inventory via machine custody's and reporting | You will learn how to take advantage of Machine Custody. | $75 |
| 5/26 | 2:00 p.m. | Export a Contract Invoice to Excel | You will learn how to export contract invoices to Excel. | FREE |
| 6/7 | 2:00 p.m. | Receipts/Unreceipts -reviewing the impact to the GL and inventory | During this webinar you will learn about the impact PO Receipts and PO Un-receipts has to the GL and Inventory. | $75 |
| 6/9 | 2:00 p.m. | Inventory Reports | During this webinar you will learn which Inventory reports to execute for specific Inventory functions. | $75 |
| 6/15-16 | 10:00 a.m. | Beginner Crystal | This insightful class will take you through the basics of creating a new report and modifying an existing report. You will also learn how to use table help to get insightful information against the backend database. | $795 |
| 6/21 | 2:00 p.m. | Using the credit managers screen | During this webinar you will learn how to research why a customer is on credit hold and how to approve their service call or order for processing. | $75 |
| 6/23 | 2:00 p.m. | Jazz Up Your Meter Collection Email | You will learn how to add color and images, even change the font to emails that are setup in Ecommerce Meter Email Global. | FREE |
| 7/7 | 2:00 p.m. | Create Contract from Order entry release | You will learn how the system can create a contract automatically during order release and add machines to a contract automatically during order release. | $75 |
| 7/12 | 2:00 p.m. | Recording Non-Product Time | You will learn how to enter non-product time during tech activity and using the time card entry feature. We will also show you how this information shows on the service calendar. | $75 | 7/14 | 2:00 p.m. | Daily Financial Brief | You will learn the necessary steps to setup a Daily Financial Brief dashboard. You will also learn what makes up the values that are being reported. | $75 |
| 7/19 | 2:00 p.m. | Query Builder table security | During this webinar you will learn how tables are assigned to roles and how to restrict table access for users creating queries using Query Builder. | $75 |
| 7/21 | 2:00 p.m. | Adding a new product line | During this webinar you will learn how to add a new product line into the system. | FREE |
| 8/16 | 2:00 p.m. | Tracking Technician Mileage | You will learn how to track a technician's mileage | $75 |
| 8/18 | 2:00 p.m. | Correcting Invoicing Errors | You will learn how to correct invoicing errors/discrepancies and when to void versus issue a credit memo. | $75 |
| 8/23 | 2:00 p.m. | Data Import | During this webinar you will learn how to import Customer and Serial records. | $75 |
| 8/25 | 2:00 p.m. | Meter Estimation | During this webinar you will learn how to estimate meters via Meter Read Index, Meter Entry, and Contract Billing. | FREE |
| 9/8 | 2:00 p.m. | Understanding Billing Options Groups | During this webinar you will learn about why there is a need to have multiple billing options group, how you can control estimation, and how you can set defaults for contract creation.. | $75 |
| 9/13 | 2:00 p.m. | Using Emergency Maintenance Threshold Feature | During this webinar you will learn how to setup the serial record to trigger EMT, how those values can default in from the item record, and how a EMT is displayed in service. | $75 |
| 9/15 | 2:00 p.m. | Coupons | During this webinar you will learn how coupons can be used for advance collection and tracking usage of consumables. | $75 |
| 9/20 | 2:00 p.m. | Order Entry Reports | During this webinar we will review the standard Order Entry reports. | $75 |
| 9/22 | 10:00 a.m. | Accounts Payable | Join this class and learn the neat parts of accounts payable invoice entry, recurring & repeating type transactions. Link invoices to purchase orders and what to do when they do not match. Spread payment of those invoices over a period of time. Learn how to write those checks and take the discounts you have earned. We will even show you how to correct your mistakes! | $350 |
| 9/27 | 2:00 p.m. | Import Serial Numbers for PO Receipts | Ever had the serial numbers in an electronic format? Now you can import those serial numbers instead of having to key them in! Join this webinar to find out how. | FREE |
| 10/6 | 2:00 p.m. | Contracts - adding and removing machines | You will learn how to add and remove machines from existing contracts in this webinar. | $75 |
| 10/11 | 2:00 p.m. | Using TRC Screen | Technical Resource Coordinator is an area where service calls can be grouped and marked as reviewed. You will learn how to configure the TRC groups, how to use the right click options that are available, and how to review service calls. | $75 |
| 10/13 | 2:00 p.m. | Setting up and managing task security | You will learn about our standard tasks and applications and how they can be modified to adjust the security level of a user. | $75 |
| 10/18 | 2:00 p.m. | Balance Sheets and Income Statements | During this webinar you will receive an overview of the Balance Sheet and Income Statement reports. You will learn how to add accounts and make modifications. | $75 |
| 10/20 | 2:00 p.m. | Managing the non chargeable parts file and special pricing | During this webinar you will learn how to manage the non chargeable parts file and special pricing. | $75 |
| 10/25 | 2:00 p.m. | Managing Inventory with the Min Max utility & creating PO's efficiently | During this webinar you will learn how to manage your inventory by using the Min/Max utility and creating PO worksheets for ordering. | $75 |
| 10/27 | 2:00 p.m. | Inventory Alternative | In this webinar we will look at how to Rank Items, so you can see the items which move frequently and utilize this Ranking to update your min and max’s and review the recommended items to buy report as well as your min and max reports. | FREE |
| 11/8 | 2:00 p.m. | Machine swap from service | During this webinar you will learn the procedure of performing a machine swap from a service invoice. | $75 |
| 11/10 | 2:00 p.m. | Commissions: how they work | During this webinar you will learn how commissions can work for you. | $75 |
| 11/15-18 | 10:00 a.m. | Contract Management | From basics to advanced, this 3-day class will have it. If you have newer contracts personnel or perhaps you’d like your existing contracts personnel to have a review, this is the class for you. This years’ class will include the standard items such as set up files and maintaining contracts with an emphasis on reporting and processes to help your company’s efficiencies. | $995 |
| 11/21 | 2:00 p.m. | Service Reporting | You will learn which Service Reports to run for specific Service functions. | $75 |
| 11/22 | 2:00 p.m. | Bar Code Gun | During this webinar you will learn how to perform a Physical Inventory using the bar code gun and some other basic features that are available with the gun. | $75 |
| 11/28 | 2:00 p.m. | Software Restore | You will learn how to get your system back up and running after a hardware failure. | FREE |
| 12/6 | 2:00 p.m. | Service Calendar | You will learn how to manage scheduling service calls and how to review a technicians day by taking full advantage of Service Calendar. | $75 |
| 12/8 | 2:00 p.m. | Reports you should run daily/monthly | Would you like to know what reports we recommend running daily and monthly? Join us for this webinar to find out! | $75 |
| 12/13 | 2:00 p.m. | Advanced PO | During this webinar you will learn how to unreceive an entire PO, unreceive an individual line, review the right click options, and review reports. | $75 |
| 12/14 | 10:00 a.m. | All about Accounts Receivable | Learn everything you ever wanted to know about AR Cash posting. | $350 |
| 12/15 | 2:00 p.m. | End of Year | We will walk you through the End of Year procedure. | $75 |
| 12/20 | 2:00 p.m. | Contract Reports | You will learn which Contract reports to run for specific Contract functions. | $75 |
| 12/22 | 2:00 p.m. | ACH Payments | You will learn how to use the Automated Clearing House Payments in ECi La Crosse. | FREE |
