Genius ERP Tutorial Videos

Watch our Genius ERP Tutorial videos for valuable tips & tricks to maximize your Genius system. Want to go even deeper? Learn how you can gain access to exclusive learning paths and hosted eClasses through the Genius Academy all-in-one training platform.

Genius Analytics

1 part | 4 minutes

Learn about Genius Analytics, an intuitive self-service platform that provides real-time visibility into your operational status, efficiency and performance metrics.

Genius Mobile

1 part | 3 minutes

Genius Mobile is a warehouse mobility tool designed for managing inventory. In this video, you will learn how to use its four main functionalities: inventory lookup, inventory movement, material consumption and packing.

Genius ERP Accounting

1 part | 3 minutes

Discover our full-suite accounting package that offers accounts payable, accounts receivable, live GL tracking, bank reconciliation, journal entry and project-based accounting capabilities.

Genius ERP ShopFloor

1 part | 4 minutes

Discover how Genius ERP supports a fully paperless environment by offering a comprehensive shop floor tool for every role in your organization, including time clocking, material picking and WIP tracking.

Project Management System

2 parts | 4 minutes

Learn how to track budget costs, including labor costs, with the Project Management module, plus how to use our Project Management system for project accounting.

Non-Conformance Report

1 part | 3 minutes

This tutorial demonstrates the steps for creating Non-Conformance Reports in Genius ERP, covering identifying non-conformities, assessment, corrective action, and inspection.

Real-Time Job Costing

2 parts | 4 minutes

Learn how Genius ERP automatically generates estimated job costs based on a BOM, plus allows you to compare your estimated job cost with your actual job cost in real time.

Production Planning

2 parts | 4 minutes

In this video series, we will show how to plan production using Gantt charts in our integrated Work Order Management solution.

Accounts Payable

6 parts | 12 minutes

This walkthrough will show you how to use Accounts Payable in Genius ERP, including vendor payments, credit notes, batch payments, prepayments & bank charges, miscellaneous payments, and vendor account analysis.

Sales & Quoting Management

3 parts | 7 minutes

Discover how to create new quotes, view and edit existing quotes, manage sales orders, receive purchase orders and purchase directly on certain jobs.

Inventory & Warehouse Management

3 parts | 8 minutes

Learn how to track and manage inventory, including using Genius ERP’s multi-warehouse management & multiple location functionalities. This video series will also cover how to consume materials and track serialized parts.

Accounts Receivable

6 parts | 12 minutes

This walkthrough demonstrates how to use Accounts Receivable in Genius ERP, including registering and canceling receipts, payment and miscellaneous receipts, unapplied receipts, applying credit notes and customer account analysis.

Want to learn more?

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