Want to learn more about how to use COATS? You’ve come to the right place!

Video: COATSsql Basics: Client

This is the Employee portion of the COATSsql training DVDs.


Don’t worry if it’s hard to see the screen in this embedded window; just click the four arrows at the bottom of the player to watch it full-screen!

00:00 Introduction
00:08 Review of Layout
00:52 Adding a Client
02:05 Entering Main Screen Client Data
03:00 Entering Client Department(s)
04:55 Returning to Entering Main Screen Client Data
10:22 Entering Sales Comments and maintaining follow up
13:09 Entering Client Credit
14:13 Finding a Client
15:13 Reviewing Client Account Receivable History
17:56 Reviewing Collections
21:13 Printing individual Client Statements
22:03 Reviewing Gross Margin/Gross Profit Report and Graph
25:17 Entering and Reviewing Mark Up %, default WC Code
27:53 Using the GM/GP Worksheet
29:42 Entering/Printing Client Directions
30:28 Reviewing Employees at the Client data and reports
32:10 Example of Exporting the EMPL Report
32:33 Entering and Reviewing Usage for Reverse Searching
33:35 Reviewing Department Reports
34:17 Reviewing the Home, Legend, Check Void Buttons
35:00 Reviewing the Orders Button
35:35 Reviewing the Tax Code Button
36:40 Reviewing the GL Button
37:37 Conclusion