Module 1: SALES ORDER MANAGEMENT

  • Lesson 1: Set Up Sales Order Management
  • Lesson 2: Manage Sales Transactions .
  • Lesson 3: Item Reservation
  • Lesson 4: Posting Orders
  • Lesson 5: Drop Shipments
  • Lesson 6: Customer Prepayments
  • Lesson 7: Module Review

Module 2: SALES PRICES AND DISCOUNTS

  • Lesson 1: Sales Prices
  • Lesson 2: Maintain Sales Prices
  • Lesson 3: Sales Line Discounts
  • Lesson 4: Invoice Discounts
  • Lesson 5: Module Review

Module 3: CUSTOMER SERVICE FEATURES

  • Lesson 1: Item Substitutions
  • Lesson 2: Item Cross References
  • Lesson 3: Set Up and Create Nonstock Items
  • Lesson 4: Sell Nonstock Items
  • Lesson 5: Module Review

Module 4: PURCHASE ORDER MANAGEMENT

  • Lesson 1: Purchase Order Management Setup
  • Lesson 2: Manage Purchase Transactions
  • Lesson 3: Purchase Prices and Discounts
  • Lesson 4: Purchase Prices
  • Lesson 5: Invoice and Line Discounts
  • Lesson 6: Vendor Prepayments
  • Lesson 7: Module Review

Module 5: REQUISITION MANAGEMENT

  • Lesson 1: Requisition Management Setup
  • Lesson 2: Requisition Worksheet
  • Lesson 3: Additional Worksheet Features
  • Lesson 4: Module Review

Module 6: ITEM CHARGES

  • Lesson 1: Item Charges Setup
  • Lesson 2: Purchase Item Charges
  • Lesson 3: Sales Item Charges
  • Lesson 4: Purchase and Sales Allowances
  • Lesson 5: Module Review

Module 7: ORDER PROMISING

  • Lesson 1: Sales Order Promising Key Concepts
  • Lesson 2: Sales Order Promising Definitions and Calculations
  • Lesson 3: Date Calculation Setup for Sales Orders
  • Lesson 4: Promising Sales Order Delivery
  • Lesson 5: Purchase Order Promising Definitions and Calculations
  • Lesson 6: Date Calculation Setup for Purchase Orders
  • Lesson 7: Estimating Purchase Order Receipt
  • Lesson 8: Estimate a Transfer Order Receipt
  • Lesson 9: Calendars
  • Lesson 10: Module Review

Module 8: RETURNS MANAGEMENT

  • Lesson 1: Returns Management Setup
  • Lesson 2: Manage Customer Returns Return
  • Lesson 3: Manage Returns to Vendors
  • Lesson 4: Module Review

Module 9: ASSEMBLY MANAGEMENT

  • Lesson 1: Assembly Setup
  • Lesson 2: Assembly Items and Assembly Bill of Materials
  • Lesson 3: Assemble to Order
  • Lesson 4: Reservations and Item Tracking
  • Lesson 5: Selling ATO Items and Inventory Items Together
  • Lesson 6: Assemble-to-Order Shipments
  • Lesson 7: Module Review

Module 10: ANALYSIS AND REPORTING

  • Lesson 1: Analysis Views and Reports
  • Lesson 2: Analysis by Dimensions
  • Lesson 3: Sales and Purchase Budgets
  • Lesson 4: Module Review

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