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:
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
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...
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
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...
