K2's Road to Excellence - Part 10
Adobe Acrobat DC and Adagio's Operational Approach
Tuesday June 4, 2019 at 12.00pm ET

This is the tenth in a series of sessions that will provide you with the information you need to improve your productivity. With the introduction of Adobe Acrobat DC, Adobe changed the game on how we work with PDF documents. More than just “another new software version,” Acrobat DC offers a number of new outstanding productivity features that you will want to take advantage of. These features, coupled with significant changes in licensing, means that Acrobat DC is a substantially different product than its predecessors. Join us in this session to learn how to take advantage of all that Acrobat DC has to offer.

Learning Objectives

  • Distinguish between Acrobat DC and its predecessors and between the Standard, Pro, and subscription-based offerings within the Acrobat DC family
  • Utilize new features in Acrobat DC, including sending and tracking documents online and collecting e-signatures on PDFs 
  • Edit and markup PDFs using Acrobat DC's re-designed user interface 
  • Collaborate on PDFs with others using Acrobat DC's Cloud options 

Managing Orders - Adagio's Operational Approach
Often, when accountants are asked to recommend accounting software, they go with the products they know. But the entry level products have very severe limitations when it comes to order management and invoicing. This session will provide an overview of how Adagio OrderEntry can assist and organization manage their sales orders and inventory.

Sales orders allow:
  • companies to forecast inventory needs
  • accurate tracking of customer by product sales
  • accurate management of returns and credits
  • easy and accurate pricing and invoicing

Adagio OrderEntry can be configured to meet many different organizational workflows. Sales orders can be entered in advance and inventory committed prior to invoicing. Partial shipments can be released without losing the original order. Credit cards can be securely stored and charged. Future and Standing orders ease data entry. RMA's track returned goods and can generate Credit Notes when the goods arrive. Orders can be downloaded from a webstore and bulk invoiced where needed. Tight integration with Adagio Receivables manages customer credit limits.

Learning Objectives

  • Consider operational requirements of organizations that sell "things"
  • Learn about operational workflows
  • Learn B2B differs from B2C pricing
  • See how Adagio OrderEntry integrates with Receivables, Inventory, PurchaseOrders and SalesCQ
Earn verified PD credits - Attendees must answer at least 75% of poll questions during the live webinar to earn 1 verified PD credit. Attendees who do not answer at least 75% of poll questions during the live webinar earn 1 non-verifiable PD credit.

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