Sales & Receivables Module

This course provides you with knowledge and skills to set up and perform all related tasks to Sales and Purchasing modules. Covering topics such as creation of Customers and Vendors, and the setup of the thereof.  The whole Sales and Purchasing processes will be covered from Opportunities, Quotes, conversion to Order and posting of Invoices and Credit Memos.  The functionality of Drop Shipments and Special Orders will be covered in depth as well.  We will also cover the discount matrix based on various factors. All documents can be submitted for approval before proceeding to further stages, which would be very interesting to learn.

 

Modules covered:

  • Opportunities
  • Sales Process (Quotes, Orders, Invoices, Credit Memo)
  • Purchase Process (Quotes, Orders, Invoices, Credit Memo)
  • Discounts
  • Drop Shipment and Special Orders
  • Correct or Cancel Posted Documents
  • Approval setup

 

This is targeted for mainly Accounting, Finance, Salespeople and Procurement users.

 

 

Learn more

Get more information

Contact us