Mastering every module
A business software is only as effective as its users, which is why SourceMatrix is dedicated to equipping your team for success. Our training combines a digital learning experience with instructor-led learning, giving users confidence and control of the implementation process. This course introduces all users to the basic features and workflows of the system. We will review Login, Security Roles, User Preferences, and learn to navigate all of our core modules. SourceMatrix contains many modules and useful features, and your team will be equipped to take full advantage of all of them!
Dashboard
Your team will learn to use our dashboard to analyze performance, improve processes, and notifications to keep track of operations.
READ MOREContact Management
Your team will learn to navigate our CRM and learn how to use all of our utilize all of our useful features maximize their sales potential.
READ MOREInventory & Warehousing
Users will learn to receive shipments, track, and report all inventory data, and plan inventory for the future.
READ MORESelective Sourcing™
Users will learn to use our Selective Sourcing ™ technology to generate a list of appropriate suppliers for the part you are searching for and streamline your sourcing processes.
READ MOREShipping & Receiving
Users will learn how to create and manage shipping schedules, manage inventory, transfer products, receive shipments and more.
READ MOREAdministration & Security
SourceMatrix features role-based access permissions to safeguard your sensitive data. Administrators will determine permissions and learn to manage the system.
READ MOREQuality Control
Users will learn to navigate our fully integrated quality control module to assist electronic component distributors receive parts and inspect their quality, authenticity, and conformance.
READ MOREAccounting
The appropriate users from your team will be taught to navigate our useful accounting features and our built-in QuickBooks™ interface to streamline your accounting processes.
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Concerned about the implementation process?
Before taking the first step to implement SourceMatrix, our Startup Success Plan ensures that you are building on the right foundation. We offer live on-site or virtual training from our original team of developers to guarantee a quick and effective startup. SourceMatrix also provides quality instructional videos to direct your team through the learning process. Additionally, we recognize the importance of customer service and support, and we’ve determined to set ourselves apart in our industry through our exceptional support team.
Our business is built on your success!