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Sales Master Information — Part 2

Continue to define the sales module master information. Learn about ship vias, terms codes, tax zones, and other tax-related topics.

Setting up Bank Accounts

How to define bank accounts. Learn about check formats, bank adjustment types, electronic funds transfer (EFT), and bank reconciliations.

Setting up Customers — Part 1

How to begin creating customer records. Learn about the customer workbench, attaching contacts, billing addresses, ship-to addresses, and terms.

Configuring Inventory — Part 2

Discover more about the inventory module configuration. Explore default settings for shipping and receiving.

Configuring Purchasing — Part 1

Get started configuring the purchase module. Learn about default order numbering policy, purchase requests, vouchers, planned orders, due dates, and purchase order release options.

Configuring Purchasing — Part 2

Dig deeper into the purchase module configuration. Learn more about options for configuring the purchase module, requiring tax on purchase orders, and purchase requests.

Configuring Purchasing — Part 3

How to configure drop shipping. This video covers drop shipping configuration, as well as a review of more purchase module setup options.

Configuring Sales — Part 3

How to configure sales price effectivity and more. Learn about pricing on line item edits, price effectivity dates, return authorization defaults, and customer defaults.

Creating Vendors

How to create vendors. Explore vendor types, contact information, terms, preferred currency, and FOB details.

Item Sources

Detailed review of how item sources work. Learn about vendor units of measure, conversion ratios, and price breaks.