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Configuring Sales — Part 1

Explore beginning basics for configuring the sales module. Learn about numbering sequences for sales orders, quotes, return authorizations, invoices, and simple returns. You will also learn how to print sales orders by default and enable sales reservations.

Configuring Sales — Part 2

More details related to configuring the sales module. Learn about default sales order settings, credit control, and pricing controls.

CRM Master Information

Discusses the basic setup required for the CRM module. Topics covered include setting up required fields for contacts, incidents, and opportunities.

Freight Pricing

Covers freight pricing setup and usage. Learn how to calculate freight pricing, define freight classes, assign freight pricing schedules, and work with shipping zones.

Incident Tracker

Video provides an overview of the incident management system. Learn how you can easily link CRM accounts, documents, and other files to incidents.

Managing Opportunities

How to manage opportunities. Explore managing your pipeline, leads, and marketing. Converting quotes to sales orders will also be covered.

Pricing Schedules — Part 1

How pricing schedules work. Explore assigning pricing schedules and how to handle markups and discounts.

Pricing Schedules — Part 2

Discusses the mechanics of date-limited sales. You will learn how to create effective dates for sales and how to assign sales to customers.

Purchasing Master Information

Covers the basic setup required for the purchase module. You will learn about vendor types, the payables workbench, reject codes, and payable assignments.

Sales Master Information — Part 1

Get started defining sales module master information. Learn about customer types, characteristic profiles, sale types, shipping zones, and shipping charge types.