The collections of links below detail some rather large changes to the BusinessMind program.  We strongly recommend you view these before scheduling your update.  Having a full understanding of the changes in the update will help for a smooth transition when your update is applied.

——————— General Information————————

Introduction to the desktop app user interface.

https://help.dcit.com/en/articles/1699238-introduction-to-the-version-6-8-user-interface

How to open records in a new Tab

https://help.dcit.com/en/articles/1699249-how-to-open-records-in-a-new-tab-from-businessmind-version-6-1

Turning on Simple User Login.

https://help.dcit.com/en/articles/2421083-how-to-enable-simple-login-mode

Setting a device Label

https://help.dcit.com/en/articles/3404171-how-to-set-your-device-label

——————Information about Smart Set and Search Features————

How to use BusinessMind Smart Sets

http://docs.bmjapp.help/general/how-to-use-businessmind-smart-sets

How to arrange the order of columns displayed in a smart set

http://docs.bmjapp.help/general/how-to-arrange-the-order-columns-display-is-a-smart-set

What is a Set and how does it work.

http://docs.bmjapp.help/inventory-and-services/what-is-a-set-and-how-does-it-work

What is the language aware filter.

http://docs.bmjapp.help/business-intelligence/what-is-the-language-aware-filter

Links and Metrics

http://docs.bmjapp.help/business-intelligence/links-and-metrics

How to use the IS IN search in smart sets

http://docs.bmjapp.help/inventory-and-services/how-to-create-a-smart-set-using-the-is-in-search-option

———————Contact Info———————

Contact List View Basics

http://docs.bmjapp.help/contacts/contact-and-or-organization-list-basics

How to add a contact from the Point of Sale

http://help.dcit.com/en/articles/2985419-how-to-add-a-new-customer-from-the-point-of-sale-interface

How to add a contact or organization

http://help.dcit.com/en/articles/1707410-how-to-add-a-contact-or-organization

——————A few examples of contact searching ———————

Running a search for contacts created after a certain date

http://docs.bmjapp.help/contacts/how-to-run-a-search-for-contacts-created-after-a-certain-date

How to create a smart set for contacts with a specific postal code

http://docs.bmjapp.help/contacts/how-to-create-a-smart-set-for-contacts-with-a-specific-postal-code

--------------Inventory Basics————————

Inventory List View Basics

http://help.dcit.com/en/articles/1699267-inventory-and-sku-list-basics

Inventory Management Basics Video

http://docs.bmjapp.help/inventory-and-services/video-inventory-management-in-version-6

———————Adding / returning Inventory ———————

How to receive item into inventory

http://docs.bmjapp.help/inventory-and-services/how-to-receive-items-into-inventory-version-610

How to receive consignment items into inventory.

http://docs.bmjapp.help/inventory-and-services/how-to-receive-consignment-items-into-inventory-version-610

How to RTV to a supplier

http://docs.bmjapp.help/inventory-and-services/how-do-i-process-a-return-to-supplier

How to receive items into inventory utilizing a FILE.

http://docs.bmjapp.help/inventory-and-services/receiving-inventory-from-a-spreadsheet-file

How to RTV using a file

http://docs.bmjapp.help/inventory-and-services/returning-items-to-a-supplier-with-a-spreadsheet

——————A few examples of Inventory searching ———————

How to create a smart set for items received from a supplier during a time frame.

http://docs.bmjapp.help/inventory-and-services/how-to-create-a-smart-set-for-all-items-received-from-a-supplier-during-a-time-frame

How to create a smart set for consignment inventory.

http://docs.bmjapp.help/inventory-and-services/how-to-create-a-smart-set-for-consigned-inventory

How to create a smart set for items out on consignment

http://docs.bmjapp.help/articles/2009005-how-to-view-memo-info-from-the-sku-list-view

———————— POS Information —————————

Understanding the Point of Sale Interface

http://docs.bmjapp.help/point-of-sale/understanding-the-new-point-of-sale-interface

How to process a sale from the point of sale

http://docs.bmjapp.help/point-of-sale/how-to-sell-an-item-from-the-point-of-sale

How to record a split payment from the point of sale

http://docs.bmjapp.help/en/articles/3079099-how-to-record-a-split-payment-from-the-point-of-sale

How to process a return / refund from the point of sale

http://docs.bmjapp.help/point-of-sale/how-to-process-a-return-refund-from-the-point-of-sale

How to process an exchange from the point of sale

http://docs.bmjapp.help/point-of-sale/how-to-process-an-exchange-from-the-point-of-sale

How to process a return from the point of sale and place the credit onto a gift card.

http://docs.bmjapp.help/en/articles/3310827-how-to-process-a-return-and-place-the-credit-onto-a-gift-card

How to create and use discounts from the Point of Sale

http://docs.bmjapp.help/point-of-sale/how-to-create-and-utilize-discounts-in-the-new-point-of-sale

http://docs.bmjapp.help/en/articles/3172702-how-to-create-and-utilize-a-configurable-discount-at-the-point-of-sale

How to utilize existing store credit from the point of sale

http://docs.bmjapp.help/en/articles/3380093-how-to-utilize-a-customers-existing-store-credit-from-the-point-of-sale

Information on Jobs from the New POS

http://docs.bmjapp.help/en/articles/3168439-how-to-create-a-job-from-the-point-of-sale

http://docs.bmjapp.help/en/articles/3176471-how-to-take-in-a-prepayment-for-an-existing-job-from-the-point-of-sale

http://docs.bmjapp.help/en/articles/3133954-how-to-sell-a-job-from-the-point-of-sale

http://docs.bmjapp.help/en/articles/2842052-how-to-sell-an-item-directly-from-a-job-formally-know-as-a-sales-only-component

http://docs.bmjapp.help/en/articles/3151915-how-to-convert-a-legacy-job-or-layaway-deposit-into-a-prepayment

http://docs.bmjapp.help/en/articles/3133991-how-to-attach-an-existing-prepayment-to-a-specific-job-or-layaway

https://help.dcit.com/en/articles/3369983-how-to-reassign-a-prepayment-that-is-already-assigned-to-a-job-or-layaway

Information on Layaways from the New POS

http://docs.bmjapp.help/en/articles/3198078-how-to-put-an-item-on-layaway-from-the-point-of-sale

http://docs.bmjapp.help/en/articles/3198470-how-to-take-in-a-prepayment-for-an-existing-item-on-layaway-from-the-point-of-sale

http://docs.bmjapp.help/en/articles/3198548-how-to-sell-an-item-on-layaway-from-the-point-of-sale

http://docs.bmjapp.help/en/articles/3151915-how-to-convert-a-legacy-job-or-layaway-deposit-into-a-prepayment

http://docs.bmjapp.help/en/articles/3133991-how-to-attach-an-existing-prepayment-to-a-specific-job-or-layaway

https://help.dcit.com/en/articles/3369983-how-to-reassign-a-prepayment-that-is-already-assigned-to-a-job-or-layaway

Information on Prepayments

http://help.dcit.com/en/articles/3176471-how-to-take-in-a-prepayment-for-an-existing-job-from-the-point-of-sale

http://help.dcit.com/en/articles/3198470-how-to-take-in-a-prepayment-for-an-existing-item-on-layaway-from-the-point-of-sale

http://help.dcit.com/en/articles/2194355-how-to-view-prepayments

http://help.dcit.com/en/articles/3369983-how-to-reassign-a-prepayment-that-is-already-assigned-to-a-job-or-layaway

http://help.dcit.com/en/articles/3399388-how-to-remove-the-attachment-of-a-prepayment-from-a-job-or-a-layaway

http://help.dcit.com/en/articles/1699246-how-to-apply-a-credit-or-prepayment-to-an-existing-invoice

http://help.dcit.com/en/articles/3508786-how-to-refund-a-prepayment

Information on Gift Cards

http://docs.bmjapp.help/en/articles/3307006-how-to-create-or-replenish-a-gift-card-from-the-point-of-sale

http://docs.bmjapp.help/en/articles/3306974-how-to-create-a-egift-card-from-the-point-of-sale

http://docs.bmjapp.help/en/articles/3307058-how-to-view-your-gift-cards

http://docs.bmjapp.help/en/articles/3310827-how-to-process-a-return-and-place-the-credit-onto-a-gift-card

http://help.dcit.com/en/articles/3600235-how-to-use-a-gift-card-from-the-point-of-sale

How to create a Trade In from the Point of Sale

http://docs.bmjapp.help/en/articles/3204176-how-to-process-a-trade-in-from-the-point-of-sale

How to enable and utilize the Customer Loyalty Rewards

http://docs.bmjapp.help/en/articles/3404207-how-to-enable-and-utilize-the-customer-loyalty-rewards

Other Point of Sale Tools

http://docs.bmjapp.help/en/articles/3406160-how-to-add-a-personalized-receipt-note-from-the-point-of-sale

http://docs.bmjapp.help/en/articles/3204323-how-to-add-a-custom-amount-to-a-transaction-from-the-point-of-sale

http://docs.bmjapp.help/en/articles/3204345-how-to-add-a-custom-refund-amount-to-a-transaction-from-the-point-of-sale

http://docs.bmjapp.help/en/articles/3404193-how-to-display-the-drawer-summary-from-the-point-of-sale

Other help full articles dealing with the Point of Sale

http://docs.bmjapp.help/point-of-sale/how-to-add-a-new-customer-from-the-point-of-sale-interface

http://docs.bmjapp.help/point-of-sale/how-to-select-tracking-info-when-creating-a-transaction-from-the-point-of-sale

http://docs.bmjapp.help/point-of-sale/how-to-select-multiple-sales-associates-for-a-transaction-from-the-point-of-sale

http://docs.bmjapp.help/en/articles/3172702-how-to-create-and-utilize-a-configurable-discount-at-the-point-of-sale

http://docs.bmjapp.help/en/articles/3168544-how-to-credit-a-customer-for-tax-on-a-sale-from-the-point-of-sale

—————— Viewing Invoices / Return Info ———————

Invoice List View and Sales Line Item View Info

http://docs.bmjapp.help/sales/invoice-list-view-and-sales-line-item-view

How to apply a credit or prepayment to an existing invoice

http://help.dcit.com/en/articles/1699246-how-to-apply-a-credit-or-prepayment-to-an-existing-invoice

————— Jobs and Workshop Information ———————————

The docs listed here all deal with the Job changes

http://docs.bmjapp.help/workshop/how-do-i-view-jobs

http://docs.bmjapp.help/workshop/what-can-i-do-from-the-job-detail-view

http://docs.bmjapp.help/workshop/what-is-a-job-route-and-how-do-i-add-them-to-a-job

http://docs.bmjapp.help/workshop/what-are-job-materials-and-how-do-i-add-them-to-a-job

http://docs.bmjapp.help/workshop/how-to-create-a-smart-set-for-jobs-waiting-to-be-picked-up

http://docs.bmjapp.help/workshop/how-do-i-cancel-or-stop-an-active-job

http://help.dcit.com/en/articles/2842052-how-to-handle-special-orders-via-selling-an-item-directly-from-a-job

http://docs.bmjapp.help/workshop/how-to-look-up-jobs-by-their-current-route-in-the-workshop

http://docs.bmjapp.help/en/articles/3133991-how-to-attach-an-existing-prepayment-to-a-specific-job-or-layaway

Creating a job from the back office

http://docs.bmjapp.help/workshop/how-to-create-a-job-from-the-back-office

—————— Layaway Info ——————————

The docs listed here deal with layaways

http://docs.bmjapp.help/contacts/what-can-i-do-from-a-layaway-detail-view

http://docs.bmjapp.help/contacts/how-do-i-view-the-layaways-i-have-created-for-my-clients

http://docs.bmjapp.help/contacts/how-to-cancel-items-on-layaway-and-place-them-back-on-the-shelf

http://docs.bmjapp.help/en/articles/3133991-how-to-attach-an-existing-prepayment-to-a-specific-job-or-layaway

—————— Viewing and Creating Memos ———————

How to create a memo

http://docs.bmjapp.help/articles/1982475-how-to-create-a-memo-to-a-client

How to invoice items that are out on memo

http://docs.bmjapp.help/articles/2629157-how-to-invoice-items-that-are-out-on-memo-to-a-client

How to view memos

http://docs.bmjapp.help/articles/2017041-how-do-i-view-the-memos-i-have-created-for-my-clients

What can I do from the memo detail view

http://docs.bmjapp.help/articles/2017082-what-can-i-do-from-a-memo-detail-view

How to return items out on memo

http://docs.bmjapp.help/articles/2629136-how-to-return-items-from-a-memo-back-into-inventory

How to add to an existing memo

http://docs.bmjapp.help/articles/2017138-how-do-i-add-to-an-existing-memo

How do I change the price of an item on a memo

http://docs.bmjapp.help/articles/2017187-how-do-i-change-the-price-of-an-item-on-a-memo

—————— Additional Searching and Feature info———————

How to create a smart set that includes photos in the list view

http://docs.bmjapp.help/inventory-and-services/how-to-create-a-smart-set-that-includes-the-photo-in-the-list-view

How to create a product grid download.

http://docs.bmjapp.help/inventory-and-services/how-to-create-a-product-grid-download

Great Video for Understanding the Power of Smart Sets from SKU’s

http://docs.bmjapp.help/business-intelligence/understanding-how-to-use-smart-sets-in-skus

Great Video for Understanding the Power of Smart Sets from Invoices

http://docs.bmjapp.help/business-intelligence/understanding-how-to-use-smart-sets-in-invoices

Great Video for Understanding the Power of Smart Sets from Sale & Return lines

http://docs.bmjapp.help/business-intelligence/understanding-how-to-use-smart-sets-in-sale-return-lines
​

How to run an Inventory Snapshot

http://docs.bmjapp.help/en/articles/3272581-how-to-run-an-inventory-snapshot

How to run a daily summary report

http://docs.bmjapp.help/business-intelligence/how-to-run-a-daily-summary-report

How to report on commissions and sales associates

https://help.dcit.com/en/articles/3943303-how-to-find-and-calculate-commission-information-v6-5

http://docs.bmjapp.help/sales/how-to-add-or-modify-the-sales-associates-on-an-existing-invoice

Great Article on how to Easily Calculate data in Excel

https://help.dcit.com/en/articles/3723269-quick-and-easy-way-to-calculate-data-via-an-excel-pivot-table