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Customers
The Customers Course instructs all customer functionality, including maintaining commercial and retail accounts, setting up customer pricing, and tracking Accounts Receivables.
Beginner
Course Content
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Lessons
Account Maintenance
8 Topics
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Account Maintenance
Lesson Content
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0/8 Steps
Account Entry
Account Number / Code
Account Type
Account Control
eOrder Setup
PO Number Setup
Invoice Delivery Setup
Statement Setup
Accounts Receivable Overview
Accounts Receivable Setups
8 Topics
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Accounts Receivable Setups
Lesson Content
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0/8 Steps
A/R Account Pay Type
Prompt Payment Terms
Posting Setups BF and OI
Posting Setups Open Item
Post Entries Screen
Post Entries Posting Codes
Post Entries Screen Transactions Grid
Right Click Menu
A/R Entry
12 Topics
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A/R Entry
Lesson Content
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View Entries Screen
Balance Forward Payment Posting
Posting Open Item Payments
Posting Open Item Over Apply
Posting Adjustments
Posting Errors
Posting Payment Discounts
Posting Payment Discounts Auto Calculation
Posting ROA Payments
Apply Pending Screen
How to Use Finance Charges
AR Balancing Worksheet
Account Pricing
12 Topics
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Account Pricing
Lesson Content
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0/12 Steps
Account Mode Setups – 1of2
Account Mode Setups – 2of2
Other Mode Setups
Pricing Grid Setups – 1of3
Pricing Grid Setups – 2of3
Pricing Grid Setups – 3of3
List Price Setup
Margin vs. Markup Setup
Best Price vs. Hierarchy – 1of3
Best Price vs. Hierarchy – 2of3
Best Price vs. Hierarchy – 3of3
Cost Range Pricing Setup
Promotion Setup
15 Topics
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Promotion Setup
Lesson Content
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0/15 Steps
Promotional Overview
1) Promotions Setups
2) Campaign Setup
3) Adding Promotions
4) Basic Setup
5) Advanced Settings
6) BOGO Package Setup
7) Qty Break Single Item
8) Tender Coupon
9) Promotions Proration Pricing
10) Invoicing Promotions – 1of2
11) Invoicing Promotions – 2of2
12) Invoicing Promotional Coupons
13) Comparing Promo Pricing and Customer Pricing
Promotions Setup Reports
Price Rounding
Rebate Setup
Account Utilities
1 Topic
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Account Utilities
Lesson Content
0% Complete
0/1 Steps
Account Profile Setup
Consignments
3 Topics
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Consignments
Lesson Content
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0/3 Steps
Consignments Overview
Consignments Tracking – 1of2
Consignments Tracking – 2of2
