10
Jun
Content:
Pipeline Management.
Quotations.
CRM.
Customer Special Prices.
Discounts.
Margin Control.
Grid Views For Managers.
Cloud Client.
Sales Manager And Reps. Targets (Budgets).
Sales Reports.
Telesales / Opportunities.
The Account...
10
Jun
Content:
Fiscal Year Structures
NL Tree Structure
Setting Up Nominal Accounts
Reporting Using NL Extracts
Nominal Extracts
Departments
Monthly Procedures
Amendments, Accruals, and Cost Receipt Dockets
End of Year Procedure
01
Jul
Content:
Company Settings For Credit Control
Customer Settings
User Privileges
Grid Views for Credit Controller
Reports for Credit Control
Service Charges
Collecting Payments – Grid Views To help
Debtors Letters
12
Aug
Content:
Account Managers And Customer Categorisation.
Customer Evaluation.
Identify Customer Drop Off And Retention.
Managing Customer Care.
Cross-Selling.
Identify Opportunities.
Creating Customer Special Prices.
Collecting Payments – Grid Views To...
12
Aug
Content:
Product Groups
Product Basic Settings
Barcodes
Product Unit Of Measure(UOM)
Adding Products To Documents
Setting Prices
Price Lists
Locations
Analyse Stock Movement
Stock Reports
Stock Re-Ordering
Stock Taking
Kiosks...
02
Sep
Content:
Review of Report Writing (Introduction).
Report Scheduler.
Hands-On Practicals.
Add Customer Picker To OnTime Delivery Report.
Make Field Visible Depending On Value Of Another Field.
CRM Report For Report...
Content:
Customer Allocations.
Document Approval.
Payments To Suppliers.
SEPA (SCTs and SDDs).
Cash Accounts inc POS.
Bank Lodgements.
Credit Cards.
Bank Internal Transfers.
Bank Reconciliation.
Foreign Currency.
Monthly Procedures.
VAT.
Content:
Grid Views Basics
Features Of The Grid View
Customising The Grid View
Creating More Complex Filters
Grid Menus
Actions from the Grid Views
Conditional Formatting Rules
Split Views and...
Content:
General Information
Design Mode Vs Running Mode
Design Workspace
Data Workspace
Script Workspace
Calc Workspace
Several Hands-On Examples Working With The Various Workspaces
Content:
Review Of Stock Management
Batch Management and Traceability
BOMs and BOM Costing
Product Converter Order And Product Converter
Methods Of Scheduling Assembly (Production)
PC (Multiple Destination Products)
Compare Actual...
