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: 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: 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...
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...
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