31
May
Content:
Review of basics.
Report Scheduler.
Practical examples – hands on
Product name is truncated on an invoice.
An invoice without discount columns.
Product user field value. Show/hide product description.
06
Jun
Content:
Grid views.
Customising Grid views.
Saving Grid views.
Summarising.
Processing Grid view items.
Searching the Grid view.
Grid view Reports.
Highlighting.
Printing desktop reports from the grid.
Exporting data.
20
Jun
Content:
Using Product Groups.
Products – Basic Settings.
UOMs and BMUs.
Adding Products to documents.
Product Prices – setting and updating.
Generating Price Lists.
Cost Receipt Dockets.
Performing a Stock...
04
Jul
Content:
Company settings and Defaults – User Privileges.
Apply settings on existing customers and User Privileges.
Customising Grid views for the CC.
Debtor Letters – recording activities.
Service charges –...
18
Jul
Content:
Customer categorisation and grouping.
Evaluating your customer.
Identify customer Drop-off.
Managing customer care.
Cross selling.
QC recording.
Targets.
Debt Margin analysis.
Emailing / Mail Merges.
Self service area.
Outstanding...
01
Aug
Content:
Customer Allocations.
Document Approval.
Payments to suppliers.
SEPA.
Cash Accounts and Lodgements.
Credit cards.
Bank internal transfers.
Bank reconciliation.
Currency and fluctuations.
Monthly procedures.
Control mechanisms.
VAT and RCT.
15
Aug
Content:
Starting and running a Report.
Options available.
Setting default Reports.
Report User Privileges.
Design mode vs Running mode.
Interface, menus and Design workspace.
Data workspace.
Script workspace.
Calc. workspace.
05
Sep
Content:
Pipelines.
Quotations.
Special pricing – reseller discount classes.
Margin Control.
Discount Journals.
Overall Total.
Kits.
Telesales.
CRM.
Reports.
Targets – Manager / Customer.
Cloud client / GIS.
Customisation of...
19
Sep
Content:
Nominal Tree.
Nominal Extracts.
Nominal Reports with Extracts.
Departments.
Year-on-year analysis.
Monthly procedures and Fences.
End of year procedure.
Accruals Reports.
Nominal Ledger Amendments.
Cost receipt Dockets.
Budgets and Advanced Budgets.
Currency...
26
Sep
A new format of Stock Control course is coming. We are carefully developing the content that will be placed on this page soon.
The content will be updated soon!
03
Oct
Content:
Review of basics.
Report Scheduler.
Practical examples – hands on
Product name is truncated on an invoice.
An invoice without discount columns.
Product user field value. Show/hide product description.
