Start Here: Starter-Success Introduction
This introductory course to SourceMatrixERP is for all users. It will explore the basic features and how-to’s for all of the common features in the system. This course will review Login, Security Roles, and User Preferences. Course duration: 3hrs. Available via Skype live session.
Our CRM is centered around the companies and people you do business with. Learn how to use the CRM to its maximum potential.
Requirements, Procurement, and Quotes
Learn the Fast Product Sourcing methodology to make sure you respond to every inquiry quickly and accurately.
Inventory and Warehousing
Learn about products, inventory, and how we store them. Work with multiple warehouses, transfer items, and receiving items.
Shipping and Receiving
Lean how to create and manage shipping schedules, manage inventory, transfer products, receive shipments and more.
Our Application Training in Numbers
Our most popular courses
All About Sales Orders
In SourceMatrix, the Sales Order is the source of truth behind every sale. The Sales Order knows everything: Requirements, Quotes, Invoices, Shipping schedules, etc. We show you how to use this powerful module for everything from customer support to internal tracking and management.