Collaboration in Action - Webinar

Extender Scripts & Workflows
Tailoring, Automation & Integration
Budgeting, Reporting & BI

Watch Sales and Purchasing Teams collaborate using Sage 300, various Orchid Add-on modules, and cloud-based platforms such as Twitter, Microsoft Teams, LinkedIn and Twillio (for SMS). Includes a walkthrough of the Extender scripts used in the demonstration.

00:00 Introduction
01:10 Scenario Overview
03:19 Order Entry (Notes, Extender, DML)
07:55 Notifications (Microsoft Teams, SMS, Email)
10:13 Auto-created POs, create & email PO PDF
11:50 Next Steps Overview
13:35 Analysis with Info-Explorer
16:20 Emailing from DML
18:35 Twitter Notification (Extender+Notes)
20:47 Scenario Review
23:38 Extender Scripts used
30:00 Wrap-up and About Orchid

Orchid products featured include ExtenderNotesDocument Management Link, Email SmartLink, and Info-Explorer.